Interview

Question 1

What headings should be written down in the preparation time?

Answer 1

Background of client

Background of each deceased

Issue 1

Issue 2

Etc

*follow order of question

Question 2

What should be covered under the second heading?

Answer 2

-Age
-Spouse?
-Children?
-Work?
-Cause of death

Question 3

What should be covered under the first heading?

Answer 3

Confirmation of name and address
Do they hold copies of key documents? Funeral invoices, death certificates, ask for any other relevant documents

Question 4

How should you open the interview?

Answer 4

My name and position
Confirm why we are meeting
Offer condolences
Explain that I will be taking short notes

Question 5

What should you do regularly?

Answer 5

Check my understanding of the facts and repeat them back to the client

Question 6

How should the interview end?

Answer 6

Quick summary of what we have discussed
Explain my next steps
Explain their next steps
Let them know that you will follow up in writing to confirm what has been discussed

Question 7

What is some information are you likely to need?

Answer 7

Details of:
-Assets
-Debts
-Personal property
-Assets passing outside will
-Transfers / Gifts

Question 8

What are some of the next steps you may need to take?

Answer 8

-Writing to asset holders
-Valuing assets
-s27 Trustee Act 1925 advertisements
-Obtaining funds for IHT
-Preparing IHT forms
-Applying for grant