Probate Statement of Affairs SA.2 Form

[Sr. Tayto]

Starting the probate process for my mum's estate. I'm sole beneficiary so I'm going to DIY it.

For the SA.2 form it is asking for value of assets - property and bank accounts. Will the banks give me these details without grant of probate or can I estimate them? I have contacted the banks but they are slow to respond (bar Credit Union, replying on a Saturday, amazing!)

 

[PMU]

You should contact the Bereavement Unit in each bank.

You should also download a copy of their bereavement guide from their web sites. Here is AIB's https://aib.ie/content/dam/aib/personal/docs/help-and-guidance/deceased/AIB-bereavement-guide.pdf and BoI's https://personalbanking.bankofireland.com/app/uploads/BOI-BSU-Bereavement-Guide-Web.pdf