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How can we help?

Tell Us About a Death

If you need advice, or want to tell us a loved one has died, simply fill out the questionnaire below. We will be in touch with you shortly to let you know what you need to do next and how we may be able to help you.

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This field is for validation purposes and should be left unchanged.
About You
Your name:*
Your relationship to the person who has died:*
Of which company?*
This field is hidden when viewing the form
Of which company?*
Name of the person you are representing:*
Name of person who has died:*
What is the relationship between the person you are representing and the deceased?*

Relevant Information
Date of death:
DD slash MM slash YYYY
Date of the funeral (if known):
DD slash MM slash YYYY
Is there a Will in place?*
- Yes
- No
- Don't Know
Is it stored with us?
- Yes
- No
- Don't Know
Where is the Will stored?
Where is the Will stored?
Reference number / plan details:
Address of the person who has died (if they moved recently, please tell us their previous address as well):
Other relevant information:
What kind of help is the person you are representing looking for?*
- A little bit of help
- A lot of help
- Do it all for them

Contact details
Please make contact by:*
We recommend leaving a telephone number so we can respond to your notification and support you as quickly as possible.
We recommend leaving a telephone number so we can respond to this notification and support the person you are representing as quickly as possible.
Main telephone number:*
Email address:*
Trust Inheritance will use the information collected in this questionnaire to give support, advice and offer suitable services. Please read our Privacy Policy here if you would like to find out more about how we use and protect your data.
The information collected in this questionnaire will be used to give support, advice and offer suitable services.
Please confirm you are happy for Trust Inheritance to process your information and contact you via the method selected above?*
- Yes, I am happy for you to contact me
- No, please do not contact me further
Please confirm the person you are representing is happy for their information to be processed and contact made via the method selected above?*
- Yes, they are happy to be contacted
- No, they do not want to be contacted
Please confirm you're not a robot?

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