Services Offered

 

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Guidance for Executors

 

If you’ve been named as an Executor, it can feel like a lot to take on. I can guide you through what 

needs to be done, step by step, so you feel more confident and in control.

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Gathering Information

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I can help you pull together all the information needed about the estate, including identifying assets

and liabilities and making sure nothing is overlooked.

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Contacting Organisations

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I can contact banks, investment providers, pension companies, and other institutions on your behalf, including obtaining date-of-death balances and valuations where required.

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Document Preparation & Organisation

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From preparing schedules of assets and liabilities to helping complete forms and paperwork, I’ll help keep everything clear, accurate, and organised.

 

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Liaising with Professionals

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I can arrange meetings and liaise with solicitors on your behalf, as well as coordinate with valuers, estate agents, and other third parties where needed.

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Practical Support

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This includes assisting with registering the death, helping with funeral arrangements if required, and helping locate the Will or making initial enquiries.

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Managing Estate Matters

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I can assist with the collection or transfer of assets and help maintain clear records of estate transactions, including income and expenses.

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Ongoing Support

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I’ll stay in touch with you throughout the process, helping with administrative matters and keeping everything on track so you feel supported at every stage.