Solicitors are managing the estate of a customer who has died, is the process any different?

Where a legal firm has been appointed as executor of the estate, most of the process remains the same. A solicitor should complete the Bereavement Notification Form(PDF) and provide their name, company name and contact details. We will verify the firm and their position but will not request identity documents from them. Where other personal representatives or executors are also appointed, we will request permission to verify their identities where appropriate.

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