Appointed Executor: Your Step-by-Step Probate Plan

Order enough death certificates

One thing first

The death is registered and you are holding one death certificate. Then you realise the bank, the pension provider and the utility company all want their own copy, and none of them will accept a photocopy. This is the moment to sort that out, before the letters start piling up.

What you need to know

Most organisations that hold the deceased's money or accounts need to see a certified copy of the death certificate, not a photocopy you made at home. A certified copy is an official one printed by the register office. Ordering a handful at the same time as registering is far cheaper and quicker than coming back one at a time.

A good rule of thumb for a straightforward estate is one copy per organisation you will need to contact, plus a spare or two.

Documenten die je hierbij nodig hebt

  • The single death certificate you already received when you registered the death
  • Your list of the deceased's accounts, pensions and providers (banks, building societies, pension schemes, utilities, insurers)
  • A payment method for the register office fee per copy

How to approach it

Watch how a simple count turns into a clear order. Run this to see the assistant total up the certificates you will need.

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Together

Now fill in your own institutions and let the assistant tally them for you.

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Your turn

Draft the actual request in your own words, ready to bring to the register office.

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Check · s2

Why should you order several certified copies of the death certificate rather than just one?

You've now sorted

You have counted the organisations you will write to, ordered enough certified copies to cover them all with a spare, and stored the received copies somewhere safe and ready to use.

Checkpoints

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This step is done when you can tick all of these: