David Crymble & SonsFuneral Directors & Memorial Masons
Estate Checklist
A simple checklist to help whoever settles your affairs. Tick each item as it is dealt with.
Your privacy: this form is designed to be printed and completed by hand, then kept somewhere safe. Please do not submit personal details through this website.
First steps
Locate the will
Locate important documents
Register the death
Obtain death certificates
Money & property
Banks & building societies
Pensions
Insurance policies
Property & mortgage
Utilities & council
Closing matters
Probate (if needed)
Settle debts
Distribute the estate
Notes
Keep this document somewhere safe — and tell a trusted family member or your executor where to find it.
Signed:
Date:
For help or to talk anything through, call David Crymble & Sons, day or night, on (028) 9066 7784. This form is provided for your convenience and is not a legal document. Do not store passwords online; keep sensitive details secure.
Need help now?
If someone has died or you are unsure what to do next, David Crymble & Sons Funeral Directors are available 24 hours a day. We can guide you step by step — whether the death has happened at home, in hospital, in a care home, or elsewhere.