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Executor’s Checklist

In addition to managing the estate, executors and administrators often handle various tasks to settle the affairs of someone who has passed away. Use this checklist as a guide through these essential duties, providing an understanding of the typical order in which they are completed.

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ICAEW Probate Accredited Accountant Checklist

To ensure we provide an accurate cost estimate and that the probate process runs as smoothly as possible, it is important to share as much information as possible about the deceased with us. Use this list to help you gather some of the necessary documents and details together, before the first meeting with us.

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Glossary of legal terms used in probate

Use this glossary to gain an understanding of the legal terms used in probate.

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