Useful forms

This page contains forms and other documents that can be downloaded or may require printing as indicated by your Estate Officer to complete some of the stages of the Estate administration.

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Document
Details
Last updated
Payment Instructions - UK
If required, you will need to print, complete this form with your bank details, sign and post it back to us so we can make payments to you directly.
02/02/2019
Payment Instructions - Overseas
If required, you will need to print, complete this form with your bank details, sign and post it back to us so we can make payments to you directly.
02/02/2019
Lloyds Bank Private Banking services brochure
Brochure detailing the products and services offered with Lloyds Bank Private Banking.
12/02/2019
Estate Administration Service - Website User Guide
A guide to how our website can support you and keep you in the picture during the Estate Administration Process.
11/03/2019
Estate Administration Service Brochure
A guide to the different stages of Estate Administration and how we will keep you in the picture.
14/07/2022
Estate Administration Service T&C's
Fees and Terms and Conditions for client domiciled in England and Wales.
04/09/2024