Probate Documents Checklist UK: Records Commonly Needed by Executors
Short answer
Probate applications and estate administration usually require a consistent set of documents. Missing items often delay correspondence with banks, insurers, and HMCTS rather than invalidating an application on their own.
Who this is for
- Executors building a document pack
- Families organising records after a death
Documents commonly requested
- Death certificate (and certified copies)
- Will and codicils
- Proof of executor identity
- Asset statements (accounts, investments, property)
- Liability statements (mortgages, loans, credit cards)
- Pension and life policy documents
- Gift and transfer records where relevant to the estate
Common mistakes
- Sending originals when institutions only need certified copies
- Not keeping a send/receive log for each organisation
- Overlooking digital assets or subscription accounts
Official guidance
When to get professional advice
Seek professional help for missing wills, unclear ownership, or disputed documents.
How CivicReady helps
CivicReady flags document-readiness themes from your answers so you can see which record areas are commonly useful to organise before formal steps.
View assessment module →Check your readiness with CivicReady
Structured informational assessment — information only. not legal advice.