Contentious Probate and Inheritance Claims Questionnaire

Please supply us with as much information as possible to enable us to assess the merits of your claim. If you do not know the answer to a particular question or do not wish to provide information (for example if it is sensitive) we can deal with any outstanding issues by telephone or email.

Alternatively please click here to download the questionnaire in a PDF format and then send the completed questionnaire by fax to Richard Gilbert at 01727 8305036 or by post to:

Richard Gilbert
Debenhams Ottaway Solicitors
Ivy House
107 St Peter's Street,
St Albans
Herts
AL1 3EW.

Preliminary Information

1. Please provide your name, address, telephone number, email address and date of birth.

2. Please indicate your preferred mode of communication

3. Please provide the name of the deceased and their date of death

4. Is there a Will?

a. Do you have the original Will? Yes No Don't Know

b. Do you have a copy of the Will? Yes No Don't Know

c.Are you a Beneficiary under the Will? Yes No Don't Know

d. Are you an Executor under the Will? Yes No Don't Know

e.  Please provide the names and contact details of the Executors appointed under the Will

5. Has a Grant of Probate or a Grant of Letters of Administration been issued? Yes No Don't Know

6. If you have ticked ‘Yes’, please give the date of the Grant.

7. If you are questioning the validity of the Will, please select the reason(s) why from the list below:

a. The person who made the Will lacked testamentary capacity to make the Will

b. The person who made the Will was not 18 years of age or above

c. The person who made the Will did not do so under their own free will

d. The person who made the Will did not understand the true meaning of the Will

e. The Will was not signed in the joint presence of two witnesses

8. Are you contesting the Will because it is, or is believed to be, a forgery? Yes No Don't Know

9. Are you contesting the Will because it was, or you believe it was, made following fraud? Yes No Don't Know

10. Does your claim relate to a Will that has been lost? Yes No Don't Know

11. Are you thinking of bringing a claim because you are not a beneficiary? Yes No Don't Know

If you have answered “Yes” to question 11, please complete the section below:

12. Please supply details of your relationship to the person who has died:

a. Are you the husband or wife or civil partner of the deceased?

b. Are you a former husband or wife or civil partner of the deceased?

c. Are you a child of the deceased?

d. If so, are you aged 18 years or over? Yes No

e. Are you a person who lived in the same household as the deceased? (You must have lived for the 2 years immediately prior to the deceased's death as husband and wife or as civil partners.)

f. Are you any person (not a child of the deceased) who was treated by the deceased as a child of the family? (Your parent must have been married or entered a civil partnership with the deceased and from that relationship you were treated as a child of the family.)

g. Are you any person (not being a person included in any of the above categories) who immediately before death was being maintained, either wholly or partly by the deceased? (Maintained means that you received support from the deceased either financially or in financial terms (for example by providing accommodation, care or assisting with bills)).

13. Would you consider alternative means of resolving your dispute, for example mediation? Yes No Don't Know

Mandatory: To help us distinguish between forms submitted by individuals and those automatically generated by spam software, please type the word shown here into the box below.