Probate Directory

Administering an estate requires dealing with numerous organisations. If you haven't already, you may need to apply for probate. Here's a directory of useful contacts and what you'll need to do.

Government services

• Tell Us Once service: Report a death once and government departments are notified automatically. Available through the registrar when you register the death.
• HMRC: For income tax, inheritance tax, and any tax refunds due to the estate
• DWP: To stop benefits and report any overpayments
• DVLA: To cancel driving licence and transfer vehicle ownership
• Passport Office: To cancel passport

Financial institutions

You'll need to contact all banks, building societies, and financial providers. Most have bereavement teams who can help. Have ready:

• Death certificate (original or certified copy)
• Grant of probate (once you have it)
• Your ID as executor
• The will or letters of administration

Property matters

• HM Land Registry: To transfer or sell property
• Council tax: To close account or transfer
• Utility companies: Gas, electricity, water, broadband
• Insurance: Buildings and contents - don't let cover lapse on empty properties

Other organisations to notify

• Employer or pension provider
• Private pension companies
• Insurance companies (life insurance, health insurance)
• Subscription services
• Memberships and clubs
• Professional bodies

Digital assets

Don't forget online accounts:

• Email providers
• Social media accounts
• Online shopping accounts
• Cloud storage
• Cryptocurrency (if any)

Getting professional help

If you need assistance, consider:

• Probate solicitors
• Probate specialists (non-solicitor)
• Help with sorting personal belongings
• Accountants (for complex tax situations)
• Financial advisers (for investment portfolios)