There are a number of things you need to do when a relative or friend dies and you are in charge of their affairs. 

NI Direct provides practical checklists you can consult to guide you through this period; from paperwork and notifying various agencies, to the task of executing the will. 

Immediate information:

Documents required:

Death certificate:

Financial aid:

Property, probate, debts, estates and acting as executor:

Funerals, wills & tax:

You can also call HMRC for advice on probate and Inheritance Tax following a death, including:

  • understanding Inheritance Tax responsibilities
  • confirming the forms you need/completing Inheritance Tax forms

Call: 0300 123 1072 (Monday-Friday, 9am-5pm)

Getting Legal Help

While independent advice agencies can help with Social Security benefit forms, you may need the help of a solicitor to complete Inheritance Tax forms. You can check here if you need one.