Death Registration

Understanding Death Registration

Test your knowledge on the intricacies of death registration and probate processes with our informative quiz. Perfect for those looking to navigate these important legal matters more effectively.

Key topics include:

Grant of Probate
Joint Accounts
Funeral Fund Access
Statutory Declaration Forms

11 Questions3 MinutesCreated by NavigatingLaw123

Mr and Mrs Smith hold 50k in a joint savings account. Sadly Mr Smith has passed away would we need Grant of Probate.

Yes

Mrs Smith is concerned that she wont be able to pay Mr's funeral as she is waiting for probate what can she do?

Mr and Mrs Smith should have purchased a funeral plan from Daz

We can release the funds as long as we have a funeral invoice and this would be sent to the bereavement team to action.

Issue a cheque on counter as long as it's not over 10k

No sadly we would need probate first and then Mrs could claim back.

Mr Brown has 25k with Skipton and has recently passed what document(s) would we need to hand Mrs Brown

Letter of indemnity

Statutory Declaration form

Both

When issuing a statutory declaration form how should this be filled in.

In the privacy of an office

Witnessed by the executors

In the presence of a solicitor with all the beneficiaries present.

It doesn't matter as long as its signed by all of the beneficiaries.

Mr Grey holds £900 with Skipton what document would we need to provide.

Letter of indemity

Statutory Declaration form

A copy of the will

Registration closure form

Mr White held investments with Stella along side his Skipton account. Mrs White has just received probate. What extra steps need to be taken

None as long as the probate is certified by a branch colleague

A separate branch certified copy should be sent to the financial advice team

We would need to send the original or a solicitors certified copy to the financial advice team

Put a note on stating Mr White held investments

Mr Blue has passed away his friend who is not the executor has possession of the death certificate comes into branch to inform us of his passing. How must this be registered.

His friend cannot register the death as he is not the executor

As he has possession of the death certificate as long as we take I.D the normal process should be followed.

This is fine as long as the executors details are provided

Mr and Mrs have 100k between them in a joint account. Mrs has passed away what steps do we take.

As Mrs's share is over 30k we would need probate.

As it is a joint account it would default into Mr's name

We would need a statutory declaration form

As stop withdrawal is added and the account would freeze until probate is obtained

Mr has passed away! He held a joint bond with Mrs that matures in 3 years. Could Mrs withdraw the bond

Yes

Regardless of who you bank with or hold your savings with probate is required when balances exceed 30k

True

False

Death Registration

Understanding Death Registration

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