Locate the original will
Check that an executor can act and gather the original signed will, death certificate and identity records before applying for the grant.
Open a managed case for grants, authority documents, bank requests, insurer checks and family updates.
Paid managed service. Indicative quote after review.
Check that an executor can act and gather the original signed will, death certificate and identity records before applying for the grant.
Prepare a working list of accounts, property, insurance, investments, debts and possible overseas interests.
Authority, liabilities, taxes and valid claims should be dealt with before the executor makes final distributions to beneficiaries.
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Authority and document checklist in one place
Bank, insurance and broker enquiries tracked as case updates
Family members can be invited without forwarding scattered messages
Not always. The case starts by checking what authority is needed for the institutions, assets and country involved.