Checklist of valuation documents

The personal representatives will need to locate the following valuation documents:

  • Details of all bank, building society and savings accounts;
  • Details of credit and debit cards;
  • Share certificates;
  • Trust documents;
  • Documents relating to business interests;
  • Documents relating to private and state pensions;
  • Documents relating to other state benefits;
  • Documents relating to tax and national insurance (a tax rebate may be due);
  • Insurance policies relating to health, life, home and cars (check if money due from a life policy);
  • All utility bills;
  • Any unpaid bills;
  • Property deeds;
  • Rent payments;
  • Mortgage payments; and
  • Other formal loans (informal loans made by the deceased need not be repaid).

Please note

Please note that information which we provide through Lasting Post is in outline for information or educational purposes only. The information is not a substitute for the professional judgment of a solicitor, accountant or other professional adviser. We cannot guarantee that information provided by Lasting Post will meet your individual needs, as this will very much depend on your individual circumstances. You should therefore use the information only as a starting point for your enquiries.