This Workflow assists with completing the IHT400 Form, together with Tasks to assist with distributing the Estate.

Task 1 Generate IHT400

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 1. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 2. This information is used to pre-populate letters and fields:
Criteria Set – Will only run if Country is Scotland

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 3. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 4. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 5. This information is used to pre-populate letters and fields:

Display a message to the user

On the next page, please enter details of items referred to in the will and not included on the form

Edit Multi-record dossier

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 6. This information is used to pre-populate letters and fields:

Display a message to the user

Enter this information on the following page. Mortgages, secured loans, and other debts payable out

Edit Multi-record dossier

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 7. This information is used to pre-populate letters and fields:

Edit Multi-record dossier X4

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 8. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 9. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the IHT400 Question 10. This information is used to pre-populate letters and fields:

Send Standard Letter

IHT400 Inheritance Tax Account

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Task 2 PA1A

Allocate a Custom Questionnaire

Enter details for the PA1A 2.6-2.9. This information is used to pre-populate letters and fields:

Display a message to the user

On the next page please enter details of any legally adopted relatives

Edit Multi-record Dossier

Allocate a Custom Questionnaire

Enter details for the PA1A 2.11-2.17. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details for the PA1A 3.1-3.2. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details for the PA1A 3.3. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details for the PA1A 3.4. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details for the PA1A 3.5-3.6. This information is used to pre-populate letters and Fields:

Display a message to the user

On the next page add details of any beneficiaries under 18

Edit Multi-record Dossier

Allocate a Custom Questionnaire

Enter details for the PA1A 4.1-4.7. This information is used to pre-populate letters and Fields:

Allocate a Custom Questionnaire

Enter details for the PA1A 5.1. This information is used to pre-populate letters and Fields:

Display a message to the user

On the next page provide details of the estate within England and Wales

Edit Multi-record Dossier

Allocate a Custom Questionnaire

Enter details for the PA1A 5.3-5.4. This information is used to pre-populate letters and Fields:

Display a message to the user

Please have your IHT205 or 400 to hand for the next questionnaire

Allocate a Custom Questionnaire

Enter details for the PA1A 6.1-6.5. This information is used to pre-populate letters and Fields:

Send Standard Letter

Task 3 PA1P

Allocate a Custom Questionnaire

Enter details for the PA1P 2.6-2.13. This information is used to pre-populate letters and Fields:

Display a message to the user

On the next page please name the legally adopted relatives and give their relationship to the DCD

Edit Multi-record Dossier

Allocate a Custom Questionnaire

Enter details for the PA1P 2.15-2.17. This information is used to pre-populate letters and Fields:

Allocate a Custom Questionnaire

Enter details for the PA1P 3.1-3.2. This information is used to pre-populate letters and Fields:

Display a message to the user

On the next page enter in the dates of any codicils

Edit Multi-record Dossier

Allocate a Custom Questionnaire

Enter details for the PA1P 3.3-3.5. This information is used to pre-populate letters and Fields:

Display a message to the user

On the next page enter details of any beneficiaries under 18

Edit Multi-record Dossier

Display a message to the user

On the next page enter details of the executors not applying

Edit Multi-record dossier

Allocate a Custom Questionnaire

Enter details for the PA1P 3.7-3.9. This information is used to pre-populate letters and Fields:

Allocate a Custom Questionnaire

Enter details for the PA1P 4.1-5.7. This information is used to pre-populate letters and Fields:

Allocate a Custom Questionnaire

Enter details for the PA1P 6.1. This information is used to pre-populate letters and Fields:

Display a message to the user

On the next page insert details of the estate in England & Wales

Edit Multi-record dossier

Allocate a Custom Questionnaire

Enter details for the PA1P 6.3-6.4. This information is used to pre-populate letters and Fields:

Display a message to the user

Please have your completed IHT205 or 400 to hand for the next questionnaire

Allocate a Custom Questionnaire

Enter details for the PA1P 7.1-7.5. This information is used to pre-populate letters and Fields:

Send Standard Letter

Task 4 Send Papers to Probate (Non-IHT)

Meet unmet keydates by type

Chase Exec

Allocate a Custom Questionnaire

Enter details regarding the Probate Registry. This information is used to pre-populate letters and fields:

Send Standard Letter

Prob Reg Apply for Grant of Probate (IHT)

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Add an automatic keydate to matter

Docs Received – chase for Grant of Probate from Probate Registry – 14 days

Task 5 Check Grant

Notification to Executors to advise Grant of Representation has been received. Where instructions have been limited to obtaining the grant, Executors are requested to attend to collect the same and are notified that the firm’s work has been finalised.

Meet unmet keydates by type

Docs Received

Allocate a Custom Questionnaire

Enter details regarding the executor (up to 3 executors) This information is used to pre-populate letters and fields:

Send Standard Letter

Exec 1 Grant Rep Letter

Criteria Set – this will not merge if the relevant Executor has renounced probate, or has reserved power, nor if our instructions are obtain grant only

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Send Standard Letter

Exec 2 Grant Rep Letter – for Preview please see Exec 1 Grant Rep Letter
Criteria Set – this will not merge if the relevant Executor has renounced probate, or has reserved power, nor if our instructions are obtain grant only

Send Standard Letter

Exec 3 Grant Rep Letter – for Preview please see Exec 1 Grant Rep Letter
Criteria Set – this will not merge if the relevant Executor has renounced probate, or has reserved power, nor if our instructions are obtain grant only

Send Standard Letter

Exec 1 Grant Only Letter

Criteria Set – this will not merge if the relevant Executor has renounced probate, or has reserved power, AND will only do so if our instructions are obtain grant only

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Send Standard Letter

Exec 2 Grant Only Letter – for Preview please see Exec 1 Grant Only Letter
Criteria Set – this will not merge if the relevant Executor has renounced probate, or has reserved power, AND will only do so if our instructions are obtain grant only

Send Standard Letter

Exec 3 Grant Only Letter – for Preview please see Exec 1 Grant Only Letter
Criteria Set – this will not merge if the relevant Executor has renounced probate, or has reserved power, AND will only do so if our instructions are obtain grant only

Task 6 Collect Assets – Bank/BSoc Accounts

Copy Grant sent to Banks and Building Societies; cheque requested.

Allocate a Custom Questionnaire

Enter details regarding the Banks (up to 9 banks and 4 accounts each) This information is used to pre-populate letters and fields:

Send Standard Letter

Bank 1 Closure Letter

Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

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Send Standard Letter

Bank 2 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 3 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 4 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 5 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 6 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 7 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 8 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Send Standard Letter

Bank 9 Closure Letter – for Preview see Bank 1 Closure Letter
Criteria Set – each Bank letter will only merge if data has been entered eg if the Bank 2 name field has not been completed, the Bank 2 Closure letter will not merge

Allocate a Custom Questionnaire

Enter details regarding the Building Societies (up to 9 building societies and 4 accounts each) This information is used to pre-populate letters and fields:

Send Standard Letter

Building Society 1 Closure Letter

Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

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Send Standard Letter

Building Society 2 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 3 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 4 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 5 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 6 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 7 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 8 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Send Standard Letter

Building Society 9 Closure Letter – for Preview see Building Society 1 Closure Letter
Criteria Set – each Building Society letter will only merge if data has been entered eg if the Building Society 2 name field has not been completed, the Building Society 2 Closure letter will not merge

Add an automatic keydate to matter

Chase Bank – chase for cheque from each Bank 1, 2 ,3, 4, 5, 6, 7, 8, 9 – 21 days
Criteria set as for letters – keydates will not generate if data has not been entered for the relevant Bank

Add an automatic keydate to matter

Chase Building Society – chase for cheque from each Building Society 1, 2 ,3, 4, 5, 6, 7, 8, 9 – 21 days
Criteria set as for letters – keydates will not generate if data has not been entered for the relevant Building Society

Task 7 Collect Assets – Policies/Investments/Shares

Copy Grant sent to Life Insurers, PEP, TESSA and ISA Providers and Share Registrar; cheque requested. Copy Grant sent to Stockbroker; CREST forms requested.

Allocate a Custom Questionnaire

Enter details regarding the Shares. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding Investments or any other assets (up to 3 Life Insurer details each with 2 policy no’s). This information is used to pre-populate letters and fields:

Send Standard Letter

Life Insurer 1 Claim Letter

Criteria Set – will not merge unless Life Insurer name field is completed

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Send Standard Letter

Life Insurer 2 Claim Letter – for Preview please see Life Insurer 1 Claim Letter
Criteria Set – will not merge unless Life Insurer name field is completed

Send Standard Letter

Life Insurer 3 Claim Letter – for Preview please see Life Insurer 1 Claim Letter
Criteria Set – will not merge unless Life Insurer name field is completed

Send Standard Letter

ISA Provider Claim Letter

Criteria Set – will not merge unless ISA Provider name field is completed

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Send Standard Letter

TESSA Provider Claim Letter

Criteria Set – will not merge unless TESSA Provider name field is completed

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Send Standard Letter

PEP Provider Claim Letter

Criteria Set – will not merge unless PEP Provider name field is completed

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Send Standard Letter

Share Registrar – Grant Letter

Criteria Set – will not merge unless Share Registrar name field is completed

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Send Standard Letter

Share Registrar – Transfer Letter

Criteria Set – will not merge unless Share Registrar name field is completed

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Send Standard Letter

Stockbroker – Grant Only Letter

Criteria Set – will not merge unless Stockbroker name field is completed

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Add an automatic keydate to matter

Chase Life Insurer (1-3) for cheque – 21 days
Criteria Set – won’t run unless relevant Life Insurer name field is completed

Add an automatic keydate to matter

Chase ISA Provider for cheque – 21 days
Criteria Set – won’t run unless relevant ISA Provider name field is completed

Add an automatic keydate to matter

Chase TESSA Provider for cheque – 21 days
Criteria Set – won’t run unless relevant TESSA Provider name field is completed

Add an automatic keydate to matter

Chase PEP Provider for cheque – 21 days
Criteria Set – won’t run unless relevant PEP Provider name field is completed

Add an automatic keydate to matter

Chase Share Registrar for cheque – 21 days
Criteria Set – won’t run unless relevant Share Registrar name field is completed

Add an automatic keydate to matter

Chase Stockbroker for CREST forms – 21 days
Criteria Set – won’t run unless relevant Stockbroker name field is completed

Task 8 Collect Assets – Savings/Other

Grant / other relevant documents sent to Post Office and NS&I office, requesting cheque.

Allocate a Custom Questionnaire

Enter details regarding the Savings/Other Assets. This information is used to pre-populate letters and fields:

Send Standard Letter

Post Office Closure Letter

Criteria Set – will not merge unless Post Office name field is completed

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Send Standard Letter

NS&I (Bonds) Repayment Letter

Criteria Set – will not merge unless at least one of the bond holder number fields is completed

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Send Standard Letter

NS&I (SVG Certs) Repayment Letter

Criteria Set – will not merge unless Saving Cert No 1 field is completed

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Add an automatic keydate to matter

Chase Post Office for cheque – 21 days
Criteria Set – won’t run unless Post Office name field is completed

Add an automatic keydate to matter

Chase NS&I for cheque – 21 days
Criteria Set – won’t run will not merge unless at least one of the bond holder number fields is completed or Saving Cert No 1 field is completed

Task 9 Stockbroker – Sale Instructions

Signed CREST forms + share certificates sent to Stockbroker – cheque requested

Meet unmet keydates by type

Chase Stockbroker

Allocate a Custom Questionnaire

Enter details regarding the Stockbroker (up to 5 Share details). This information is used to pre-populate letters and fields:

Send Standard Letter

Stockbroker Sale Letter

Criteria Set – will not merge unless Stockbroker name field is completed

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Add an automatic keydate to matter

Chase Stockbroker for cheque – 21 days
Criteria Set – won’t run unless relevant Stockbroker name field is completed

Task 10 Pay Debts

Cheques sent to creditors

Meet unmet keydates by type

Chase DWP
Chase Bank
Chase BSoc
Chase Life Insurer
Chase Invester Docs received
Chase Post Office
Chase NS & I
Chase Stockbroker

Allocate a Custom Questionnaire

Enter details regarding the Creditors – Payment (up to 3 Creditors). This information is used to pre-populate letters and fields:

Send Standard Letter

Creditor 1 Settlement Letter

Criteria Set – letter will not run if creditor name field is empty

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Send Standard Letter

Creditor 2 Settlement Letter – for Preview please see Creditor 1 Settlement Letter
Criteria Set – letter will not run if creditor name field is empty

Send Standard Letter

Creditor 3 Settlement Letter – for Preview please see Creditor 1 Settlement Letter
Criteria Set – letter will not run if creditor name field is empty

Add an automatic keydate to matter

Creditor 1, 2, 3 check confirmation of payment has been received – 14 days
Criteria Set as for letter

Task 11 DWP Claim Notification – Executors(s)

Notification to Executors re DWP claim against the estate.

If the firm are administering the estate, the EXEC DWP CLAIM INITIAL LETTER will run to each executor who has neither reserved power nor renounced probate.

If the firm were instructed only to obtain the grant, the EXEC GRANT ONLY DWP LETTER will run, to each executor who has neither reserved power nor renounced probate.

Allocate a Custom Questionnaire

Enter the general details regarding the Executor (up to 3 Executors). This information is used to pre-populate letters and fields:

Send Standard Letter

Exec 1 DWP Claim – Initial Letter

in addition to criteria detailed above, letters will not merge if relevant Executor surname field has not been completed

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Send Standard Letter

Exec 2 DWP Claim – Initial Letter – for Preview please see Exec 1 DWP Claim – Initial Letter

Send Standard Letter

Exec 3 DWP Claim – Initial Letter – for Preview please see Exec 1 DWP Claim – Initial Letter

Send Standard Letter

DWP Grant Only Letter

Criteria Set – Will only merge if our instructions are not to administer the estate ie obtain grant only

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Send Standard Letter

Exec 1 Grant Only DWP Letter

in addition to criteria detailed above, letters will not merge if relevant Executor surname field has not been completed

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Send Standard Letter

Exec 2 Grant Only DWP Letter – as above

Send Standard Letter

Exec 3 Grant Only DWP Letter – as above

Task 12 DWP Claim Assessment – Executors(s)

Allocate a Custom Questionnaire

Enter general details regarding the Executors (up to 3 Executors). This information is used to pre-populate letters and fields:

Send Standard Letter

Exec 1 DWP Claim – Further Letter

Criteria Set – letters will not merge unless the firm are administering the estate, and for each letter, the relevant Executor surname field has been completed

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Send Standard Letter

Exec 2 DWP Claim – Further Letter – for Preview please see Exec 1 DWP Claim – Further Letter
Criteria Set – letters will not merge unless the firm are administering the estate, and for each letter, the relevant Executor surname field has been completed

Send Standard Letter

Exec 3 DWP Claim – Further Letter – for Preview please see Exec 1 DWP Claim – Further Letter
Criteria Set – letters will not merge unless the firm are administering the estate, and for each letter, the relevant Executor surname field has been completed

Task 13 DWP Claim Assessment – Bank(s)

If the firm are administering the estate, letters will run to each Bank advising them of the claim and requesting statements, valuations etc

Allocate a Custom Questionnaire

Enter details regarding the DWP. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Banks (up to 9 banks with 4 accounts each). This information is used to pre-populate letters and fields:

Send Standard Letter

Bank 1 DWP Letter

Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

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Send Standard Letter

Bank 2 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 3 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 4 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 5 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 6 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 7 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 8 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Send Standard Letter

Bank 9 DWP Letter – for Preview please see Bank 1 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Bank nor if our instructions are only to obtain the grant

Add an automatic keydate to matter

Chase Bank – DWP response received from Bank 1, 2 ,3, 4, 5, 6, 7, 8, 9 – 14 days
Criteria set as for letters – keydates will not generate if data has not been entered for the relevant Bank, nor if our instructions are only to obtain the grant

Task 14 DWP Claim Assessment – Building Societies

If the firm are administering the estate, letters will run to each Building Society advising them of the claim and requesting statements, valuations etc

Allocate a Custom Questionnaire

Enter details regarding the DWP. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Building Society (up to 9 Building Societies and 4 accounts each. This information is used to pre-populate letters and fields:

Send Standard Letter

Building Society 1 DWP Letter

Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

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Send Standard Letter

Building Society 2 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 3 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 4 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 5 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 6 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 7 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 8 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Send Standard Letter

Building Society 9 DWP Letter
Criteria Set – letters will not merge if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Add an automatic keydate to matter

Chase Building Society – DWP response received from Building Society 1, 2 ,3, 4, 5, 6, 7, 8, 9 – 14 days Criteria set as for letters – keydates will not generate if data has not been entered for the relevant Building Society, nor if our instructions are only to obtain the grant

Task 15 DWP Claim Assessment – Schedule of Assets

Meet unmet keydates by type

Chase Bank
Chase BSoc

Allocate a Custom Questionnaire

Enter details regarding the DWP. This information is used to pre-populate letters and fields:

Send Standard Letter

DWP – Reply Re Assets

Criteria Set – letter will not run if Our Instructions field is “obtain grant only”

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Add an automatic keydate to matter

Chase DWP re response regarding the claim against the estate – 14 days; criteria set as for letter

Task 16 Inland Revenue – Admin Tax

Advice to Inland Revenue re untaxed income received during the administration of the estate and calculation of the amount of tax due. Requests confirmation as to whether Inland Revenue wish to collect the sum.

No criteria operate – user to run task or not as appropriate.

Meet unmet keydates by type

Chase Inland Revenue

Send Standard Letter

Inland Revenue Admin Tax Letter

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Add an automatic keydate to matter

Chase Inland Revenue for response re Admin Tax – 14 days

Task 17 Pay Cash Legacies

Cheques are sent to Beneficiaries and Charity Beneficiaries to whom legacies are payable.

Allocate a Custom Questionnaire

Enter details regarding the Beneficiaries (up to 10 Beneficiaries). This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Charity Beneficiaries (up to 10 Beneficiaries). This information is used to pre-populate letters and fields:

Meet unmet keydates by type

Chase DWP

Send Standard Letter

Beneficiary 1 Interim Cheque Letter

Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

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Send Standard Letter

Beneficiary 2 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 3 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 4 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 5 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 6 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 7 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 8 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 9 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter

Beneficiary 10 Interim Cheque Letter – for Preview please see Beneficiary 1 Interim Cheque Letter
criteria set – letter will not run if beneficiary name field is empty, nor if beneficiary has a share in the residuary estate rather than a legacy

Send Standard Letter


Charity 1 Legacy Letter

Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

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Send Standard Letter

Charity 2 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 3 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 4 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 5 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 6 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 7 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 8 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 9 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Send Standard Letter

Charity 10 Legacy Letter – for Preview please see Charity 1 Legacy Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a share in the residuary estate rather than a legacy

Add an automatic keydate to matter

Beneficiary 1,2,3,4,5,6,7,8,9,10 – check receipt for cheque received – 14 days; criteria set as for letter

Add an automatic keydate to matter

Charity 1,2,3,4,5,6,7,8,9,10 – check receipt for cheque received – 14 days; criteria set as for letter

Task 18 Prepare Draft Accounts

If the firm are administering the estate, letters will go to each executor who has neither renounced probate nor reserved power

Allocate a Custom Questionnaire

Enter general details regarding the Executors (up to 3 Executors). This information is used to pre-populate letters and fields:

Send Standard Letter

Exec 1 – Draft Estate Accounts Letter

Criteria Set – in addition to the qualifications detailed above, letters will not merge unless the relevant Exec surname field has been completed

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Send Standard Letter

Exec 2 – Draft Estate Accounts Letter – for Preview please see Exec 1 Draft Estate Accounts Letter
Criteria Set – in addition to the qualifications detailed above, letters will not merge unless the relevant Exec surname field has been completed

Send Standard Letter

Exec 3 – Draft Estate Accounts Letter – for Preview please see Exec 1 Draft Estate Accounts Letter
Criteria Set – in addition to the qualifications detailed above, letters will not merge unless the relevant Exec surname field has been completed

Add an automatic keydate to matter

Exec 1, 2, 3 check if approved draft accounts have been returned – 14 days – criteria set as above

Task 19 Distribute Residuary Estate

Cheques are sent to Beneficiaries and Charity Beneficiaries who are entitled to (a share of) the residuary estate.

Meet unmet keydates by type

Chase Exec
Chase Inland Revenue
Chase Creditor
Chase Beneficiary
Chase Charity

Allocate a Custom Questionnaire

Enter details regarding the Beneficiaries (up to 10 Beneficiaries). This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Charity Beneficiaries (up to 10 Beneficiaries). This information is used to pre-populate letters and fields:

Send Standard Letter

Beneficiary 1 Cheque Letter

Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

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Send Standard Letter

Beneficiary 2 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 3 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 4 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 5 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 6 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 7 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 8 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter

Beneficiary 9 – Cheque Letter – for Preview please see Beneficiary 1 – Cheque Letter
Criteria Set – letter will not run if beneficiary name field is empty, nor if beneficiary has a legacy rather than a share in the residuary estate

Send Standard Letter


Charity 1 Resid Estate Cheque Letter

Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

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Send Standard Letter

Charity 2 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 3 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 4 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 5 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 6 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 7 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 8 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 9 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Send Standard Letter

Charity 10 Resid Estate Cheque Letter – for Preview please see Chairty 1 Resid Estate Cheque Letter
Criteria Set – as above – letter will not run if charity name field is empty, nor if charity has a legacy rather than a share in the residuary estate

Add an automatic keydate to matter

Beneficiary 1,2,3,4,5,6,7,8,9 – check receipt for cheque received – 14 days; criteria set as for letter

Add an automatic keydate to matter

Charity 1,2,3,4,5,6,7,8,9,10 – check receipt for cheque received – 14 days; criteria set as for letter

Task 20 Finalise Accounts

If the firm are administering the estate, letters will go to each executor who has neither renounced probate nor reserved power

Meet unmet keydates by type

Chase Exec
Chase Beneficiary
Chase Charity

Allocate a Custom Questionnaire

Enter general details regarding the Executors. This information is used to pre-populate letters and fields:

Send Standard Letter

Exec 1 – Final Letter

Criteria Set – letters will not merge unless the firm are administering the estate, and for each letter, the relevant Executor surname field has been completed

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Send Standard Letter

Exec 2 – Final Letter – for Preview please see Exec 1 – Final Letter
Criteria Set – letters will not merge unless the firm are administering the estate, and for each letter, the relevant Executor surname field has been completed

Send Standard Letter

Exec 3 – Final Letter – for Preview please see Exec 1 – Final Letter
Criteria Set – letters will not merge unless the firm are administering the estate, and for each letter, the relevant Executor surname field has been completed

Document pack for this workflow

IHT400 Inheritance Tax Account

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Prob Reg Apply for Grant of Probate (IHT)

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Exec 1 Grant Rep Letter

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Exec 1 Grant Only Letter

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Bank 1 Closure Letter

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Building Society 1 Closure Letter

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Life Insurer 1 Claim Letter

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ISA Provider Claim Letter

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TESSA Provider Claim Letter

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PEP Provider Claim Letter

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Share Registrar - Grant Letter

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Share Registrar - Transfer Letter

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Stockbroker - Grant Only Letter

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Post Office Closure Letter

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NS&I (Bonds) Repayment Letter

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NS&I (SVG Certs) Repayment Letter

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Stockbroker Sale Letter

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Creditor 1 Settlement Letter

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Exec 1 DWP Claim - Initial Letter

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DWP Grant Only Letter

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Exec 1 Grant Only DWP Letter

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Exec 1 DWP Claim - Further Letter

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Bank 1 DWP Letter

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Building Society 1 DWP Letter

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DWP - Reply Re Assets

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Inland Revenue Admin Tax Letter

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Beneficiary 1 Interim Cheque Letter

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Charity 1 Legacy Letter

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Exec 1 - Draft Estate Accounts Letter

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Beneficiary 1 Cheque Letter

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Charity 1 Resid Estate Cheque Letter

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Exec 1 - Final Letter

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