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After probate and Everything what to keep
slackgarry
Posts: 72 Forumite
Closed all my parents accounts been granted probate and sold the property. Everything is complete as per the will.
Documentation what needs to be kept ?
Documentation what needs to be kept ?
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Comments
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I kept death certificates, will &probate froms.
Plus a list if all the account information ( sort of balance sheet ).
Invoices & payments1 -
I also made a note of any official reference numbers like NI - astonishingly I needed that for my mum a decade after my dad died in relation to a pensions form.1
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There is information that covers record keeping post probate on the gov.uk website
How to value an estate for Inheritance Tax and report its value: Records - GOV.UK
Other people also suggest you should also keep- The original birth, marriage and death certificates for the deceased and their spouse, or a copy of any Court orders such as a divorce degree.
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