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
Mr and Mrs Smith hold 50k in a joint savings account. Sadly Mr Smith has passed away would we need Grant of Probate.
Yes
No
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.
Register the death as an informal death registration
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
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