Executor Duties Explained

As an executor, managing the estate of a deceased person comes with significant responsibilities. Key duties include obtaining the original Will, valuing the deceased’s assets, paying Inheritance Tax, settling debts, and ensuring the estate is administered in line with the Will. Executors must also account to the beneficiaries and ensure all legal obligations are met. Given the potential for personal liability, instructing a solicitor can help reduce the risk and ensure that everything is handled properly.

Key Contact: Andrew Hasnip

View Profile

Contact

How We Can Help

We offer comprehensive support to executors, guiding you through every stage of the estate administration process. Our services include:

Full Estate Administration: We handle everything on your behalf, including obtaining valuations, notifying financial institutions, paying Inheritance Tax, and applying for the Grant of Probate.
Debt and Liability Settlement: We ensure all debts and liabilities of the estate are settled before distributing the estate to beneficiaries.
Tax Filing and Compliance: Our team will assist with submitting Inheritance Tax accounts to HMRC and ensure timely payment to avoid penalties.
Beneficiary Communication: We handle direct communication with beneficiaries, reducing the stress on the executor.

Speak to a lawyer today

On 0121 233 4333 or request a callback

Request a callback

Why Choose Us

By working with us, executors benefit from:

Expert Legal Support: With a team that includes STEP-qualified professionals and a Tier 2 Legal 500 ranking, we ensure the estate is managed in full compliance with legal requirements.
Peace of Mind: Our solicitors take on the complexities of estate administration, ensuring all duties are met while protecting the executor from potential personal liability.
Comprehensive Tax Advice: We provide guidance on Inheritance Tax, Income Tax, and Capital Gains Tax, ensuring all tax obligations are properly addressed.
Tailored Solutions: We have experience in handling both straightforward and complex estates. If needed, we can refer you to other departments, such as Contentious Probate, or work with financial advisors and accountants to provide holistic estate management.

Let us handle the complexities of estate administration, giving you peace of mind and ensuring the estate is managed efficiently and in full compliance with the law. Contact us today to learn more about our services for executors.