A Workflow to assist in capturing details of the Deceased’s assets and completing the IHT205 or IHT400 as applicable.

Task 1 Preliminaries

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 Initial Letter

Criteria Set: Will not merge unless Executor 1 surname field is completed

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Send Standard Letter

Exec 2 Initial Letter – for Preview please see Exec 1 Initial Letter
Criteria Set: Will not merge unless Executor 2 surname field is completed

Send Standard Letter

Exec 3 Initial Letter – for Preview please see Exec 1 Initial Letter
Criteria Set: Will not merge unless Executor 3 surname field is completed

Task 2 Initial Instructions

Allocate a Custom Questionnaire

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

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 Cover Letter for Client Care

Criteria Set: Will not merge unless Executor 1 Surname field is completed

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Send Standard Letter

Exec 1 Client Care Letter

Criteria Set: Will not merge unless Executor 1 Surname field is completed

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Send Standard Letter

Exec 1 Reserve Power Letter

Criteria Set: Will not merge unless Executor 1 Surname field is completed

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Send Standard Letter

Exec 2 Cover Letter for Client Care – for Preview please see Exec 1 Cover Letter for Client Care
Criteria Set: Will not merge unless Executor 2 surname field is completed

Send Standard Letter

Exec 2 Client Care Letter – for Preview please see Exec 1 Client Care Letter
Criteria Set: Will not merge unless Executor 2 surname field is completed

Send Standard Letter

Exec 2 Reserve Power Letter – for Preview please see Exec 1 Reserve Power Letter
Criteria Set: Will not merge unless Executor 2 surname field is completed

Send Standard Letter

Exec 3 Cover Letter for Client Care – for Preview please see Exec 1 Cover Letter for Client Care
Criteria Set: Will not merge unless Executor 3 surname field is completed

Send Standard Letter

Exec 3 Client Care Letter – for Preview please see Exec 1 Client Care Letter
Criteria Set: Will not merge unless Executor 3 surname field is completed

Send Standard Letter

Exec 3 Reserve Power Letter – for Preview please see Exec 1 Reserve Power Letter
Criteria Set: Will not merge unless Executor 3 surname field is completed

Add an automatic keydate to matter

14 days reminder – Chase Exec 1 for signed copy of client care letter

Add an automatic keydate to matter

14 days reminder – Chase Exec 2 for signed copy of client care letter

Add an automatic keydate to matter

14 days reminder – Chase Exec 3 for signed copy of client care letter

Task 3 Property Details

Allocate a Custom Questionnaire

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

Send Standard Letter

Gas Provider Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Send Standard Letter

Electricity Provider Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Send Standard Letter

Telephone Provider Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Send Standard Letter

Water Provider Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Send Standard Letter

Council Tax Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Send Standard Letter

Home Insurance Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Send Standard Letter

Mortgage Lender Notification Letter

Criteria Set: will not merge unless provider name field is completed

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Add an automatic keydate to matter

14 Days Reminder
Chase Council for response re outstanding/refund due for Council Tax

Add an automatic keydate to matter

14 Days Reminder – Chase Lender for response re outstanding Mortgage
Criteria Set: will not run unless provider name field is completed

Add an automatic keydate to matter

14 Days Reminder – Chase Insurer for response re status of house insurance
Criteria Set: will not run unless provider name field is completed

Task 4 Possible Claims Against the Estate

Allocate a Custom Questionnaire

Enter details needed for the S27 Notice. This information is used to pre-populate letters and fields:

Send Standard Letter

Gazette Notice Letter

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Send Standard Letter

Local Press Letter

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Add an automatic keydate to matter

10 Weeks Reminder

Task 5 Obtain Details of Assets – Banks/Bsocs

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Building Society 1 Balance Letter

Criteria Set: will not merge unless Building Society 1 name field is completed

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Send Standard Letter

Building Society 2 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 2 name field is completed

Send Standard Letter

Building Society 3 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 3 name field is completed

Send Standard Letter

Building Society 4 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 4 name field is completed

Send Standard Letter

Building Society 5 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 5 name field is completed

Send Standard Letter

Building Society 6 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 6 name field is completed

Send Standard Letter

Building Society 7 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 7 name field is completed

Send Standard Letter

Building Society 8 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 8 name field is completed

Send Standard Letter

Building Society 9 Balance Letter – for Preview please see Building Society 1 Balance Letter
Criteria Set: will not merge unless Building Society 9 name field is completed

Send Standard Letter

Bank 1 Balance Letter

Criteria Set: will not merge unless Bank 1 name field is completed

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Send Standard Letter

Bank 2 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 2 name field is completed

Send Standard Letter

Bank 3 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 3 name field is completed

Send Standard Letter

Bank 4 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 4 name field is completed

Send Standard Letter

Bank 5 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 5 name field is completed

Send Standard Letter

Bank 6 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 6 name field is completed

Send Standard Letter

Bank 7 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 7 name field is completed

Send Standard Letter

Bank 8 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 8 name field is completed

Send Standard Letter

Bank 9 Balance Letter – for Preview please see Bank 1 Balance Letter
Criteria Set: will not merge unless Bank 9 name field is completed

Send Standard Letter

Dormant Bank Accounts

Query re an in DCD’s Name

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Add an automatic keydate to matter

21 Days Reminder – Chase Bank 1 for details of balance
Criteria Set: will not merge unless Bank 1 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 2 for details of balance
Criteria Set: will not merge unless Bank 2 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 3 for details of balance
Criteria Set: will not merge unless Bank 3 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 4 for details of balance
Criteria Set: will not merge unless Bank 4 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 5 for details of balance
Criteria Set: will not merge unless Bank 5 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 6 for details of balance
Criteria Set: will not merge unless Bank 6 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 7 for details of balance
Criteria Set: will not merge unless Bank 7 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 8 for details of balance
Criteria Set: will not merge unless Bank 8 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank 9 for details of balance
Criteria Set: will not merge unless Bank 9 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 1 for details of balance
Criteria Set: will not merge unless Building Society 1 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 2 for details of balance
Criteria Set: will not merge unless Building Society 2 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 3 for details of balance
Criteria Set: will not merge unless Building Society 3 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 4 for details of balance
Criteria Set: will not merge unless Building Society 4 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 5 for details of balance
Criteria Set: will not merge unless Building Society 5 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 6 for details of balance
Criteria Set: will not merge unless Building Society 6 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 7 for details of balance
Criteria Set: will not merge unless Building Society 7 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 8 for details of balance
Criteria Set: will not merge unless Building Society 8 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Building Society 9 for details of balance
Criteria Set: will not merge unless Building Society 9 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Bank re dormant bank accounts

Task 6 Obtain Details of Assets – Policies/Investments/Shares

Allocate a Custom Questionnaire

Enter details regarding any 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 Value Letter

Criteria Set: will not merge unless Life Insurer 1 name field is completed

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Send Standard Letter

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

Send Standard Letter

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

Send Standard Letter

ISA Provider Value Enquiry

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

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Send Standard Letter

PEP Provider Value Enquiry

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

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Send Standard Letter

TESSA Provider Value Enquiry

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

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Send Standard Letter

Stockbroker Valuation Enquiry

Criteria Set: will not merge unless Stockbroker Provider name field is completed

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Send Standard Letter

Share Registrar Initial Letter (Holding 1)

Criteria Set: will not merge unless Share Registrar name field AND Share Ref is completed

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Send Standard Letter

Share Registrar Initial Letter (Holding 2) – for Preview please see Life Insurer Share Registrar Initial Letter (Holding 1)
Criteria Set: will not merge unless Share Registrar name field AND Share Ref is completed

Send Standard Letter

Share Registrar Initial Letter (Holding 3) – for Preview please see Life Insurer Share Registrar Initial Letter (Holding 1)
Criteria Set: will not merge unless Share Registrar name field AND Share Ref is completed

Send Standard Letter

Share Registrar Initial Letter (Holding 4) – for Preview please see Life Insurer Share Registrar Initial Letter (Holding 1)
Criteria Set: will not merge unless Share Registrar name field AND Share Ref is completed

Allocate a Custom Questionnaire

Share Registrar Initial Letter (Holding 5) – for Preview please see Life Insurer Share Registrar Initial Letter (Holding 1)
Criteria Set: will not merge unless Share Registrar name field AND Share Ref is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Life Insurer 1 for response on value query
Criteria Set: won’t run unless Life Insurer 1 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Life Insurer 2 for response on value query
Criteria Set: won’t run unless Life Insurer 2 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Life Insurer 3 for response on value query
Criteria Set: won’t run unless Life Insurer 3 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase ISA Provider for response on value query
Criteria Set: won’t run unless ISA Provider name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase TESSA provider for response on value query
Criteria Set: won’t run unless TESSA Provider name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase PEP Provider for response on value query
Criteria Set: won’t run unless PEP Provider name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Share Registrar for details of balance
Criteria Set: won’t run unless Share Registrar name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Stockbroker for details of balance
Criteria Set: won’t run unless Stockbroker name field is completed

Task 7 Obtain Details of Assets – Savings/Pensions/Other

Allocate a Custom Questionnaire

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

Send Standard Letter

Post Office Value of Account Enquiry

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

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Send Standard Letter

NS&I (Bonds) Initial Letter

Criteria Set: will not merge unless at least 1 of the bond holder number fields is completed

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Send Standard Letter

NS&I (Svg Certs) Initial Letter

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

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Send Standard Letter

Pension Service – Pension Credit Enquiry

Criteria Set: will not merge unless Pension Service name field is completed

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Send Standard Letter

Pension Service – Pension Details Enquiry

Criteria Set: will not merge unless Pension Service name field is completed

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Send Standard Letter

Private Pension 1 Enquiry

Criteria Set: will not merge unless Pension Provider 1 name field is completed

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Send Standard Letter

Private Pension 2 Enquiry – for Preview please see Private Pension 1 Enquiry Letter
Criteria Set: will not merge unless Pension Provider 2 name field is completed

Send Standard Letter

Private Pension 3 Enquiry – for Preview please see Private Pension 1 Enquiry Letter
Criteria Set: will not merge unless Pension Provider 3 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Post Office for response on value query
Criteria Set: won’t run unless Post Office name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase NS&I for response on value query (savings certificates)
Criteria Set: won’t run unless Saving Cert 1 field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase NS&I for response on value query (bonds)
Criteria Set: won’t run unless at least 1 of the bond holder number fields is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Pension Service for response on value query and credit query
Criteria Set: won’t run unless Pension Service name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Pension Provider 1 for response on value query
Criteria Set: won’t run unless Pension Provider 1 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Pension Provider 2 for response on value query
Criteria Set: won’t run unless Pension Provider 2 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Pension Provider 3 for response on value query
Criteria Set: won’t run unless Pension Provider 3 name field is completed

Task 8 Other Notifications

Allocate a Custom Questionnaire

Enter any Other Details as appropriate. This information is used to pre-populate letters and fields:

Send Standard Letter

Electoral Roll Notification

Electoral Roll Notification

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Send Standard Letter

DVLA Notification

Criteria Set: Will not merge unless Dcd Driving Licence field is yes

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Send Standard Letter

Passport Office Notification

Criteria Set: Will not merge unless Passport Office name field is completed

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Send Standard Letter

Employer Notificiation

Criteria Set: Will not merge unless Employer name field is completed

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Send Standard Letter

DWP Attendance Allowance

Criteria Set: Will not merge unless Attendance Allowance field is yes

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Send Standard Letter

TV Licensing Notification

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Add an automatic keydate to matter

14 Days Reminder – Chase Employer for response re outstanding wages
Criteria Set: Will not run unless Employer name field is completed

Add an automatic keydate to matter

14 Days Reminder – Chase DWP for response re Attendance Allowance
Criteria Set: Will not run unless Attendance Allowance field is Yes

Task 9 Creditors/Inland Revenue

Allocate a Custom Questionnaire

Enter details regarding Creditors and Inland Revenue (up to 3 Creditors Details). This information is used to pre-populate letters and fields:

Send Standard Letter

Creditor 1 Liability Value

Criteria Set: Will not run unless Creditor 1 name field is completed

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Send Standard Letter

Creditor 2 Liability Value – for Preview please see Creditor 1 Liability Value Letter
Criteria Set: Will not run unless Creditor 2 name field is completed

Send Standard Letter

Creditor 3 Liability Value – for Preview please see Creditor 1 Liability Value Letter
Criteria Set: Will not run unless Creditor 3 name field is completed

Send Standard Letter

Inland Revenue Tax Return Enquiry

Criteria Set: Will not run unless Tax Return name field is completed

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Add an automatic keydate to matter

21 Days Reminder – Chase Creditor 1 for response re amount of liability
Criteria Set: Will not run unless Creditor 1 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Creditor 2 for response re amount of liability
Criteria Set: Will not run unless Creditor 2 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Creditor 3 for response re amount of liability
Criteria Set: Will not run unless Creditor 3 name field is completed

Add an automatic keydate to matter

21 Days Reminder – Chase Inland Revenue for response re returns
Criteria Set: Will not run unless Inland Revenue name field is completed

Task 10 Bank RE Funeral Account

Allocate a Custom Questionnaire

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

Send Standard Letter

Bank Funeral Bill Letter

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Add an automatic keydate to matter

14 Days Reminder – Chase Bank for Cheque to pay funeral account

Task 11 Settle Funeral Account

Allocate a Custom Questionnaire

Enter details regarding Settling Funeral Account. This information is used to pre-populate letters and fields:

Send Standard Letter

Funeral Director Settle Account

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Add an automatic keydate to matter

14 Days Reminder re receipted invoice from funeral director

Task 12 Legatees/Beneficiaries

Allocate a Custom Questionnaire

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

Allocate a Custom Questionnaire

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

Send Standard Letter

Beneficiary 1 Initial Notification

Criteria Set: Will not run if Beneficiary 1 surname is empty nor if that beneficiary is a minor

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Send Standard Letter

Beneficiary 2 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 2 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 3 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 3 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 4 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 4 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 5 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 5 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 6 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 6 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 7 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 7 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 8 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 8 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 9 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 9 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Beneficiary 10 Initial Notification – for Preview please see Beneficiary 1 Initial Notification Letter
Criteria Set: Will not run if Beneficiary 10 surname is empty nor if that beneficiary is a minor

Send Standard Letter

Charity Benef 1 Initial Notification

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Send Standard Letter

Charity Benef 2 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 3 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 4 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 5 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 6 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 7 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 8 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 9 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Send Standard Letter

Charity Benef 10 Initial Notification – for Preview please see Charity Benef 1 Initial Notification Letter

Task 13 Establish Value of Estate

Have we reached IHT threshold?

Display a message to the user

If yes, Load IHT workflow. If No, load non-IHT workflow.

Meet unmet keydates by type

Document pack for this workflow

Exec 1 Initial Letter

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Exec 1 Cover Letter for Client Care

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Exec 1 Client Care Letter

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Exec 1 Reserve Power Letter

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Gas Provider Notification Letter

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Electricity Provider Notification Letter

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Telephone Provider Notification Letter

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Water Provider Notification Letter

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Council Tax Notification Letter

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Home Insurance Notification Letter

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Mortgage Lender Notification Letter

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Gazette Notice Letter

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Local Press Letter

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Building Society 1 Balance Letter

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Bank 1 Balance Letter

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Dormant Bank Accounts

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Life Insurer 1 Value Letter

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ISA Provider Value Enquiry

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PEP Provider Value Enquiry

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TESSA Provider Value Enquiry

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Stockbroker Valuation Enquiry

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Share Registrar Initial Letter (Holding 1)

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Post Office Value of Account Enquiry

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NS&I (Bonds) Initial Letter

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NS&I (Svg Certs) Initial Letter

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Pension Service - Pension Credit Enquiry

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Pension Service - Pension Details Enquiry

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Private Pension 1 Enquiry

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Electoral Roll Notification

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DVLA Notification

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Passport Office Notification

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Employer Notificiation

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DWP Attendance Allowance

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Creditor 1 Liability Value

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TV Licensing Notification

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Inland Revenue Tax Return Enquiry

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Bank Funeral Bill Letter

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Funeral Director Settle Account

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Beneficiary 1 Initial Notification

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Charity Benef 1 Initial Notification

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