The Complete Brief
Administering an estate can be burdensome and confusing. Our Executor Package provides your appointed executor with everything they need to navigate probate efficiently — reducing delay, anxiety, and professional costs.
Acting as an executor is a significant responsibility — and one most people undertake without any prior experience. The average probate process takes 9–12 months, and executors who are unprepared face unnecessary delays, mounting costs, and the risk of personal liability for errors.
Our Executor Package is designed to be handed to your executor on your death — a complete operational manual that transforms a complex legal process into a structured, manageable workflow. Your executor will know exactly what to do, who to contact, and how to do it.
By preparing this package as part of your estate planning, you reduce the emotional and practical burden on the person you have chosen to administer your estate — allowing them to focus on the task rather than learning it from scratch.
Your role, your duties, and your legal obligations explained in plain English. What the Grant of Probate is and why you need it.
Every asset and liability of the estate catalogued, valued, and cross-referenced to the relevant institution with account numbers.
A chronological roadmap from the date of death to the final distribution — with estimated durations for each stage.
Pre-drafted letters addressing banks, insurers, HMRC, DWP, pension providers, and utility companies — ready to print and send.
The inheritance tax calculation with reference to all available reliefs, exemptions, and nil-rate bands relevant to the estate.
Guidance on keeping beneficiaries informed — including template updates at key milestones in the administration process.
A framework for preparing the estate accounts and effecting the final distribution in accordance with the Will.
A comprehensive schedule of all known assets — property, bank accounts, investments, pensions, life policies, and personal possessions — together with an inventory of liabilities. The executor knows exactly what the estate comprises from day one.
Every bank, building society, investment platform, utility provider, insurer, and professional adviser listed with account references and contact details — eliminating the executor's need to search through decades of paperwork.
A plain-English timeline of the probate process: registering the death, valuing the estate, completing the IHT return, applying for the Grant of Probate, collecting in assets, settling liabilities, and distributing to beneficiaries.
Template letters for notifying financial institutions, utility companies, HMRC, and the Department for Work and Pensions — together with the PA1P probate application form pre-populated with the estate's known particulars.
A clear explanation of the IHT thresholds, reliefs, and exemptions relevant to your estate — including the residence nil-rate band, charitable exemptions, and business property relief — with guidance on completing form IHT205 or IHT400.
We meet with you to catalogue every asset, liability, policy, and institution relevant to your estate.
We compile the Package — ledgers, templates, roadmaps, and IHT guidance — tailored precisely to your estate.
We offer an optional briefing session with your executor to walk them through the Package and answer their questions.
Your original Will and Executor Package are stored in our document vault, with clear instructions for release upon death.
Relieve your executor's burden before they even begin.
Enquire about the Package