Executor support services

We can assist executors by providing advice in relation to the following, or drafting the required documents:

• renunciations of probate;
• retirements and appointments of trustees named in the will, or where trusts arise under intestacy;
• advice in relation to the variation of wills or intestacy, to include drafting deeds of variation;
• independent advice to beneficiaries of estates where the acting law firm is unable to provide this;
• advice in relation to deeds of disclaimer;
• advice in relation to will trusts;
• winding up trusts where required to include the drafting of the required deeds;
• advice in relation to the terms of a will, to include the executors’ powers;
• advice in relation to the executors’ duties and responsibilities;
• advice in relation to any issues arising in the estate administration such as requests from beneficiaries or questions of risk and compliance for the estate;
• advice in relation to the tax implications of any steps the executors are seeking to take;
• registering the estate on HM Revenue and Customs’ Trust Registration Service, where this is required; and
• advice in relation to overseas compliance; for example, where there is an overseas beneficiary.

Our Estate Administration teams work closely with our Private Wealth Disputes team, who offer assistance in any case where a dispute arises in relation to a estate.