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Executor Check List

Basic Information and documents that may be required:

  • A copy of the death certificate of the deceased
  • A copy of the funeral account i.e. funeral, burial and undertakers expenses
  • The original Will and any amendments or attachments if any OR
  • Where there is no Will, a list of all next of kin of the Deceased:- To include: spouse, children, parents, brothers/sisters, nieces/nephews. Relatives who pre-deceased the deceased must also be disclosed.
  • The addresses of all beneficiaries/Next of Kin
  • The occupations and PPS (RSI) tax numbers of all beneficiaries/next of kin
  • A list of Assets of the Deceased including property, bank accounts, Credit Union accounts, Post Office accounts, shares held, bonds, cars etc.
  • Details of debts of the Deceased to include funeral expenses, outstanding loans, credit card bills etc.
  • Details of the Deceased's RSI (PPSN) tax number
  • Details of the Deceased to include: His/Her address and former addresses, occupation, date of birth, marital status. If Separated/Divorced, contact details of former spouse. Whether they lived in Ireland or abroad. Number of children, etc.
  • Details of previous bequests/inheritances to the deceased.
  • Evidence of property ownership e.g. title deeds to house, mortgage, bank books/lodgment slips etc.

© 2018 Doyle Fox & Associates

  • Doyle Fox & Associates, Solicitors, The Farmhouse, Main Street, Blessington, Co.Wicklow
  • Phone: + 353 45 851980
  • Fax: + 353 45 851982
  • Email: reception@doylefox.ie


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