Executor Check
Executor Check list
We hope the list below will be of benefit to you in preparation of your paperwork.
The basic information and documents required by us as Solicitors for the Estate:
- A copy of the death certificate of the deceased.
- A copy of the funeral bills.
- The original Will and any amendments or attachments if any OR
- Where there is no Will, a list of all next of kin of the Deceased:- To include: spouse/ civil partner/cohabitee children, parents, brothers/sisters, nieces/nephews. Relatives who pre-deceased the deceased must also be disclosed.
- The addresses of all beneficiaries/next of kin.
- The occupations and PPS numbers (Irish social security number) of all beneficiaries/next of kin.
- A list of assets of the deceased including property, bank accounts, Credit Union accounts, Post Office accounts, shares held, bonds, cars etc.
- Details of debts of the deceased to include funeral expenses, outstanding loans, credit card bills etc.
- Details of the deceased’s PPS number
- Details of the deceased to include: His/Her address and former addresses, occupation, date of birth, marital status. If Separated/Divorced/Dissolved Civil Partnership, contact details of a former spouse or civil partner. Whether they lived in Ireland or abroad. Number of children, etc.
- Details of previous bequests/inheritances to the beneficiaries.
- Evidence of property ownership e.g. title deeds to house, mortgage, bank books/lodgment slips etc. or confirmation of the whereabouts of these documents.
Our Services
As Specialist Solicitors in Probate, we are happy to assist or advise you in any aspect of your Will. If you need more information, you can
.
You can start by
your query or call us on
, Email us at
or we can call you back. After discussing your situation with you, we can advise you how to proceed. We look forward to hearing from you.
- Plain English – no legal jargon
- Dealing with a Specialist Solicitor
- Regulated by Law Society of Ireland
- Protecting your interest by taking professional advice
- Work with you through email/phone/meetings
The Mission of J R PLUNKETT is:
Our mission is to achieve consistent excellence with our Probate and Wills services. We do so through the relentless pursuit of our clients’ needs, delivered by a trusted, empathetic and innovative team, and supported by best-in-class systems and processes.
The Core Values of J R PLUNKETT Are:
Professionalism
We strive to be professional in all our dealings with our clients, and endeavor to deliver the highest standard of service.
Teamwork
We work in a balanced, ethical work environment, which facilitates teamwork and opportunities for personal growth and innovation.
Systems Excellence
We provide a highly organised, streamlined and efficient legal service, where planning and productivity result in business excellence.
Client Service
We achieve optimal results for our clients by understanding their needs and working relentlessly for them with empathy, compassion and fairness.
Our Services
As Specialist Solicitors in Probate, we are happy to assist or advise you in any aspect of your Will. If you need more information, you can
.
You can start by
your query or call us on
, Email us at
or we can call you back. After discussing your situation with you, we can advise you how to proceed. We look forward to hearing from you.
- Plain English – no legal jargon
- Dealing with a Specialist Solicitor
- Regulated by Law Society of Ireland
- Protecting your interest by taking professional advice
- Work with you through email/phone/meetings