Estate administration checklist

To understand the value of an estate, we’ll need to make a precise list of all assets and liabilities. We’ve put together a checklist of documents we’ll need from you when dealing with an estate.

Not all documents listed may be relevant to the estate we’re administering. Don’t worry if you don’t have or can’t find all of them.

    • Original death certificates.
    • Interim Coroner’s certificate if a death certificate is not yet available.
    • Department of Work and Pensions notification form.

    • National Insurance number and State Pension details.
    • Passport, driving licence, blue badge, AA or RAC card and any store-cards.
    • Power of Attorney documentation, if registered.
    • Marriage or civil partnership certificate for the deceased and their spouse or civil partner.
    • Spouse or civil partner’s National Insurance number.
    • Grant of Representation (Confirmation in Scotland) and any other relevant information available for any predeceased spouse or civil partner. This could include a death certificate, a will, deed of variation, or simply relevant dates.
    • Full names and current addresses for any co-executors named in the will.
    • Full names, relationship to the deceased, telephone numbers and current addresses for all beneficiaries and legatees under the will.
    • Birth certificates  for all beneficiaries under 18 years.
    • Details of any gifts worth over £250 (money or chattels) made in the last seven years.

    • Details of all bank and building society accounts. Any statements, passbooks, cheque books, cheque book stubs or statements, cash machine and debit cards for the last seven years.
    • National savings account passbooks, certificates, income bonds and premium bonds.
    • Life or other insurance policies and bonds.
    • Details of any non-Lloyds ISAs, etc.
    • Details of any investments including stock and share certificates or statements, dividend counterfoils and any recent correspondence from Registrars.
    • Private pension documents, employer pension documents.
    • Details of overseas or business assets, including relevant correspondence.
    • Any uncashed cheques received by the deceased, or details of any outstanding claims.

    • Annual Tax Summary or other correspondence linked with HM Revenue and Customs (HMRC).
    • Details of the relevant tax district.
    • Names and addresses of tax advisers and any accountants.

    • Buildings and contents insurance policies.
    • Current meter readings for gas, water, electricity.
    • Recent household bills. For example: gas, electricity, telephone and mobile phone, council tax, water rates, service charges, rent, ground rent and any rental agreements.
    • Details of any outstanding loans, mortgages and property deeds, or information about where these are held.
    • TV licence.
    • A final nursing home invoice, where relevant.

    • Insurance policy and current certificate of insurance.
    • Vehicle registration document.
    • Current MOT certificate.
    • Current vehicle mileage.

    • The funeral estimate, or the name and address of the undertaker.
    • Details of any other funeral expenses.
    • Credit cards and statements.
    • Details of any other liabilities or unpaid invoices.

More information

Download, save or print a copy

Our Estate Administration Service brochure includes this checklist along with some terms and condition highlights. If you’d like a copy to save or print, you can:

Download brochure (PDF, 1.23MB)

Estate administration glossary

Dealing with a bereavement can involve unfamiliar terms. To help, we've explained some of the most common terms and their meanings.

 

Browse glossary
 

Get in touch

You may find administering an estate by yourself a challenge, especially if you need time to grieve. Find out more on the Lloyds Estate Administration Service.

If you think our service is for you, or we’re appointed as the executor of a will, call us on 0800 056 0171. If calling from outside the UK, dial +44 (0)1733 286 482. You can also ask for us to call you back.

Lines are open Monday to Friday, 9am to 5pm, except for bank holidays.

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We're here to guide you through the practical and money-related matters involving a person’s death. 

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Estate Administration Service

Dealing with the estate and affairs of someone who has died can be overwhelming. Find out more about our Estate Administration Service and how it could help you.

Estate administration

Estate Administration Service

Dealing with the estate and affairs of someone who has died can be overwhelming. Find out more about our Estate Administration Service and how it could help you.

Estate administration

Important legal information

Estate Administration Services are not regulated by the Prudential Regulation Authority or the Financial Conduct Authority.

Calls and online sessions may be monitored and recorded. Not all Telephone Banking services are available 24 hours a day, 7 days a week.