Dealing with an estate can be a daunting process. We have prepared a checklist below which can be used as a starting point for the most common steps to be taken when administering an estate. Please note that this checklist is intended as guidance only. Completing the steps below does not necessarily mean that you have fulfilled your duties and …
Checklist for dealing with an estate
Personal Representatives: Duties and Responsibilities
Acting as a personal representative (executor/administrator) is not a small task, and there are duties and responsibilities that personal representatives need to be aware of when dealing with an estate. Personal representatives are accountable to the beneficiaries, but they also have other duties and responsibilities in law towards other parties, such as tax reporting to HM Revenue and Customs (HMRC). …