Being an executor usually lands at the worst possible time. Seeing the whole job in order makes it possible to take the next step without holding it all in your head.
What is in it
- First steps: registering the death, finding the will, arranging the funeral.
- Gathering the picture: assets, debts, notifying banks and providers.
- Valuing the estate and working out whether probate is needed.
- Applying for the grant and dealing with any inheritance tax.
- Settling debts, distributing the estate and keeping estate accounts.