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ProbateProbateExecutor Guide

Executor Guide


Reference: PD237
England, Wales & Scotland - eKit
England, Wales & Scotland - Kit

Product Description

Executor Guide Kit

Acting as the executor of someone’s Will is a big task. It means you are responsible for carrying out the instructions in the Will, dealing with the assets, money and property of the deceased, obtaining a grant of probate  if necessary (or confirmation in Scotland), distributing legacies and administering the estate.

This Lawpack provides help and guidance on executors’ duties. It details the steps to take and procedures to follow.

Guidance Manual covers:
• What to do after a death: registering the death and the death certificate
• The deceased’s Will and what happens if he or she died ‘intestate’, without one
• Executors’ duties and how they should prepare themselves
• How to identify and value the assets and liabilities of the deceased’s estate at the date of death
• Guidance on completing Probate Registry, HM Revenue & Customs and other official forms, with completed examples
• Paying any Inheritance Tax
• Distributing legacies to beneficiaries and what happens in the case of intestacy
• Preparing final estate accounts, with example for guidance

What you get in this Kit:
Guidance Manual packed with advice and information, and example forms
Loose-leaf forms:
- Probate Action Checklist
- Summary of Estate Assets and Liabilities
Access to downloadable forms:
- Probate/confirmation forms
- Template executor letters




Technical Specifications


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