I will guide executors or administrators through UK probate process

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I will give expert UK inheritance tax and estate planning advice

I am an estate planning specialist with thirty-five years of practice. I work with anyone who is UK domiciled, or who owns UK assets wherever in the world they live. I write tax-efficient wills and t...
Informazioni su questo servizio

If youve been named as an executor or administrator and feel unsure where to start, youre not alone.

Probate and estate administration are often described as straightforward until you are the one responsible.

This service is a private 1-to-1 guidance call designed to help you understand your role clearly before you take action.

This session is suitable if:

  • you are a first-time executor or administrator
  • there is no will and you are dealing with intestacy
  • family pressure or uncertainty is making decisions difficult
  • you want to avoid mistakes that could create personal liability

During this call, we will cover:

  • the difference between an executor and an administrator
  • what probate or letters of administration involve
  • your legal responsibilities and practical duties
  • common pitfalls and how to avoid them
  • what your next steps should be, and in what order

This guidance is tailored to your situation and explained in clear, plain English.

Important information

This service provides education and general guidance only.

It does not include legal advice, legal representation, or document drafting.

This service relates to England & Wales only.