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Q1. Have you been asked for a probate?
No
Yes
Q2. Did the deceased own a property?
No
Yes
Q2a. Is the property held in the sole name of the deceased person?
No
Yes
Q2.b Is the deceased’s property held jointly as “Tenants in Common” or “Joint Tenants”?
Tenants in Common
Joint Tenants
Tenants in Common If you co-own a property as tenants in common, each co-owner owns a specific share of the property. As you each own a separate share in the property you are all entitled to leave your individual share to your chosen beneficiaries in your Will.Joint Tenants When you co-own a property as joint tenants, each co-owner owns the whole of the property and neither owner has a specific or identifiable share. When you die, the surviving co-owners will automatically own the whole of the property, regardless of any wishes you may have made in your Will regarding the property.
Q3) Did the deceased have bank accounts, building societies or investments with a balance of over £5,000 on the date that they passed away?
No
Yes
Q4) Did the deceased have any shares worth over £10,000
No
Yes
Q5) Did the deceased have any pensions or life insurance that will pay a lump sum to the estate
No
Yes
Q6 Did the deceased have any farming or business assets or interest
No
Yes
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