Inheritance Procedure Checklist

Use this checklist to follow your preparation. Ticking an item does not establish that an official procedure is complete or that a legal deadline has been protected.

Detailed starting resource: Which Documents Should Be Collected First in an Inheritance Matter?

0 / 14 preparation items ticked.

1. Dates and Priorities

Collect the relevant dates in one place to identify what needs assessment first.

I have separated records of the death date and when heirship became known.
I have listed notices, payment orders and any known deadlines.
I have flagged known debts and concerns requiring urgent assessment.

Debts and disclaimer assessment

2. Heirs and Documents

Note where documents are held and which records are missing or disputed.

I have identified the inheritance certificate and family record details to check.
I have recorded where the original of any will is held.
I have matched foreign documents to their intended use.

Certificate of inheritance

3. Assets and Liabilities

Separate known items from unverified information and identify the documentary source for each.

I have listed known property, bank accounts, vehicles, company shares and other assets.
I have separated liabilities and receivables with known documents or file details.
I have identified questions about assets requiring protection or administration.

Estate investigation

4. Preparation for Applications

Confirm which documents the institution requires for the intended procedure before applying.

I have separated the documents needed for bank information and payment procedures.
I have identified the current land register entry and intended registration or sale.
I have added tax return documents and deadlines to the matters requiring confirmation.

Preparation for registration and sale

5. Next Step

Identify the decision or review for which you will use the information collected.

I have stated my objective for administration, agreed division or a dispute.
I have listed missing documents and questions about representation or special authority.

Division options

Ticks are temporary on this page and are not saved to your browser or a server. There are no personal information or file upload fields. Use the existing guide linked above for detailed legal explanations.

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