Fixed Probate Fees, call:

0800 612 6105

Alternatively local rate:

020 8150 2010

Appointed as Executor? Here’s what you need to do:

If a friend or relative has informed you that they have made you Executor of their Will, you may feel overwhelmed by the responsibility and unsure of exactly what is involved.

To help you understand exactly what will be required of you, we’ve put together a few points which will give you a much clearer idea:

  • Your main role will be to make sure that the wishes of the deceased are carried out and distribute their estate.
  • This could include notifying everyone of the death including family.  Others can be notified by placing a notification in the local newspaper.
  • Obtain a medical certificate from the deceased’s doctor.
  • Register the death at the Registry of Births, Deaths and Marriages, and obtain a death certificate and disposal certificate.
  • Obtain the last Will from the Testator.  Make copies for legal purposes.
  • Make sure the correct amount of Inheritance Tax is paid.
  • Obtain Grant of Probate from the Probate Registry.
  • Complete an Income Tax form for the deceased.
  • Deal with funeral arrangements if necessary.
  • Gather all legal documents regarding bank accounts and creditors – make sure all bills are fully paid.
  • Distribute the estate as advised in the Will.

Of course, there is absolutely no need to do this on your own and you would be well advised to employ the services of an estate or probate expert to help you with these tasks.

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