For trust corporations, professional executors and solicitors. A blank example of the reporting information Hermens can agree to record on an instructed visit; this is not a completed inspection.
Visit date, start / finish and access scope: ________________________________
Occupancy and lawful access status: ________________________________
Insurer conditions provided and inspection scope: ________________________________
Visual observations
Mark each item as observed/no apparent concern, concern identified, not checked or inaccessible. Record evidence references.
Area checked
Result, notes and photo references
Perimeter, doors and windows
________________________________
Security, locks and access
________________________________
Signs of intrusion or damage
________________________________
Visible water or damp concerns
________________________________
Heating / utilities (observation only)
________________________________
Safe and accessible meter readings
________________________________
Grounds, post, bins and gardens
________________________________
Internal rooms and inaccessible areas
________________________________
Exceptions, actions and follow-up
Urgent issue and escalation: ________________________________
Works or specialists recommended (subject to approval): ________________________________
Photo and document references: ________________________________
Access limitations and areas not checked: ________________________________
Next agreed visit / reporting date: ________________________________
Completed by and date: ________________________________
Scope and limitations. This is a limited record of readily visible conditions within agreed, safe and accessible areas. It is not a structural survey, specialist safety test, proof of compliance with an insurance policy or a guarantee of cover. The instructing representative should provide and confirm the actual insurer's requirements. Work, expenditure, disposal and lock changes require the necessary separate authorisation.