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Protectionhelp Legacy Planning

Probate & Estate Administration

Support for executors and families — from the Grant of Probate to full estate administration, with clear steps and fixed‑fee options.

Member of the Institute of Professional Willwriters. APS Legal & Associates complies with the Trading Standards Institute Approved IPW Code of Practice.

The Role of an Executor

As soon as the person who made the Will (the Testator) passes away, the Executor(s) named in the Will takes on important responsibilities. This role can be demanding, especially during a time of grief, but we're here to help lighten the load.

Initial Duties After Death

The Executor's duties begin immediately. Key early steps include securing the deceased's property (e.g., changing locks, switching off utilities), ensuring assets are insured, and arranging the funeral in consultation with the family.

  • Secure assets and valuables
  • Maintain insurance coverage
  • Coordinate funeral arrangements

Assessing the Estate

Next, assess all assets and liabilities to get a clear picture of the estate. This involves valuing property, bank accounts, investments, and debts to determine the full scope.

We can guide you through this sensitive process with compassion and efficiency.

Handling Inheritance Tax

Calculate any Inheritance Tax (IHT) liability, complete the necessary forms, agree with HMRC, and arrange payment. Timely handling here is crucial to avoid delays.

  • Complete IHT forms accurately
  • Submit to HMRC for approval
  • Pay tax due promptly

Obtaining the Grant of Probate

Apply for the Grant of Probate (or Letters of Administration if no Will), which gives legal authority to manage and distribute the estate. We support you every step of the way.

Final Steps: Distribution and Beyond

Once the Grant is obtained, call in assets, pay outstanding debts and liabilities, prepare final estate accounts, and distribute to beneficiaries as per the Will. If the role feels overwhelming, our team can step in to handle it all.

Many family members are surprised by the responsibilities when appointed as Executors. Whether you need full administration or targeted support, we're equipped to assist during this difficult time.

Information on this page is general in nature and not personal legal advice. Probate processes vary by estate complexity; we provide services on behalf of APS Legal & Associates Ltd.