INSTRUCTIONS FOR PROBATE

1.           Full name, age and occupation of the deceased;
Name:

Age:

Occupation:

 2.                  Was he/she known by any other name? 
If so,  what was this name?

 3.                    Last fixed address of the deceased -

 4.            Date of death -
(an Affidavit of Delay is necessary if death occurred 3 years or more before the instructions are given)

 5.                   Full name, address and occupation of someone who can depone to an Affidavit in Proof of Death;

Name:

Address:

Occupation:

 6.                   Is a certified copy of Death Certificate available? 

            N.B.        If not, efforts must be made to obtain a copy of the Order for Burial (pink paper);

 7.                   Is/are the Executor(s) named in the Will alive?

8.                   Full name,  address and occupation of each of these Executors.

Name:

Address:

Occupation:

9.                   Are the Attesting Witnesses alive?


10.               The full name, address and occupation of each of these Attesting Witnesses;

Name:

Address:

Occupation:

 11.               If none of these witnesses are alive, state the full name, address and occupation of

             someone who can swear to the execution of the Will to be a Testator/trix.

Name:

Address:

Occupation:

 12.               If applicable, state the full name, address and occupation of someone

                        who can depone to either an Affidavit of Handwriting of Attesting

                        Witness or an Affidavit of Handwriting of the Testator/trix.

 Name:

Address:

Occupation:

 13.               If the Will is undated, someone who can remember the date it was

                        actually signed must swear to this fact;

 14.               Full name, address and occupation of the person who wrote or typed the Will;

Name:

Address:

Occupation:

 15.               Why is the Will executed by making an “X”?

 

 16.               (a)        If the Will was read over to the deceased, by whom was it read over?

                         State the full name, address and occupation of this person;

 Name:

Address:

Occupation:

            (b)                Did the deceased appear to have fully understood and agreed with the meaning
and purport of his/her Will and signed same of his/her own free will?

17.    LIABILITIES:

            (a)        Funeral expenses = 

                N.B.   Copies of documentary proof in support of this sum must be obtained,  if available.

            (b)        Mortgage loans and other personal debts =

            N.B.        The amount owing at the date of death and the person or financial institution to

                which this sum is owned must be stated and documentary evidence in support thereof provided.

18.     ASSETS:

            (a)        Realty: (Bare land or land with building(s) thereon)

(b)  Personalty: (e.g. Bank Accounts, Insurance Policies, Motor Vehicles, Shares

                        and Stocks, etc.)           

19.               (a)        Which of the abovementioned items of Real Estate (if any)

                                    was used as the principal place of residence of the deceased

                                    and any other person(s) up to the date of his/her death.

                        (b)        For how many years was this property the principal place of residence?

  


We wish to assure you that only you and the lawyers at DunnCox will have access to your information and your file at any time.