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Guides / United Kingdom

Collect assets, pay debts and taxes, keep estate accounts, and distribute to beneficiaries according to the will or intestacy rules

Managed by the executor or administrator, using sealed copies of the grant of probate.

Some steps differ by region inside the country.

Where

Managed by the executor or administrator, using sealed copies of the grant of probate.

How

Open a separate executor's account so estate money never mixes with your own. Send a sealed copy of the grant to each institution and ask them to release the funds to the estate account. Place a statutory advertisement for creditors under section 27 of the Trustee Act if you want protection against unknown claims. Pay debts, then keep clear estate accounts showing every receipt and payment before distributing to beneficiaries.

What to bring

Sealed copies of the grant Certified copies of the death certificate A dedicated executor's bank account

Timing

Commonly 6 to 12 months in total, longer where property must be sold or there is a dispute.

This is practical information, not legal, medical, or financial advice.

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