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Initial Assessment Form - Helpful Pointers

To help fill out the assessment form you may wish to include the following information in the "details of your claim" box, if you have it:

About you

  • Dependants
  • Nature of your relationship to the Deceased
  • Briefly describe the nature of your relationship with the deceased and the history of it
  • Briefly describe your financial dependency upon the deceased prior to them passing away
  • What impact has this had on you now? What is you position now?

About the Deceased

  • Date of birth
  • Place of death
  • Assets of the Deceased
  • Approximate value of the estate
  • Executors/Administrators – include addresses if known
  • Persons dealing with financial affairs / next of kin
  • Is there a will? If so do you know the whereabouts?
  • Has probate/letters of administration been applied for?
  • What provision if any has been made?

For further advice and help please do contact Dispute A Will 0800 9752166 or email vie the contact page

Call Us Free On 0800 975 2166