FICTIONAL DOCUMENT FOR PRACTICE - no reference to real people, companies or records

FIRM'S INTERNAL LIST - Documents for administering an estate (probate)
Always: death certificate; photo ID and National Insurance number of the deceased and of every beneficiary; birth or marriage certificates showing each beneficiary's relationship to the deceased.
If there is property: the title register from HM Land Registry and the title deeds.
If there is a will: the original will.
If there are accounts or investments: a letter from the bank with the balance at the date of death.
If there are vehicles: the vehicle logbook (V5C).

NOTES OF THE MEETING WITH THE CLIENT (names removed)
Her father died on 2 October. Beneficiaries: the client and her brother. No will. A house and a garage in the same town. One current account at a bank. The car was sold last year.