10 Steps of Dealing With A Bereavement

Here are some handy links and tools to get you started.

If you are not sure how much professional help you need you can use our How Much Help webapp to start with. Alternatively, if you want more in-depth advice and guidance sign up to our Digital Toolkit and access the Executor Toolkit. You can also go through your options with our Bereavement Team, simply contact us for more information.

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10 Steps
10 Steps of Dealing With A Bereavement

Immediate steps to take

If you would like any help with Step 1, you can contact us by email, telephone or Live Chat.

Step 1

Is there a Will?

If you would like any help with Step 2, you can contact us by email, telephone or Live Chat.

Step 2

Valuing the estate

If you would like any help with Step 3, you can contact us by email, telephone or Live Chat.

Step 3

Identifying the beneficiaries

If you would like any help with Step 4, you can contact us by email, telephone or Live Chat.

Step 4

Applying for the Grant of Probate

Don’t forget you can hand over obtaining the Grant to us as part of our Fast Track Grant service, click here to find out more.

If you would like any help with Step 5, you can contact us by email, telephone or Live Chat.

Step 5

Collecting Assets and paying Debts

If you would like any help with Step 6, you can contact us by email, telephone or Live Chat.

Step 6

Paying the beneficiaries

  • Giving out the specific bequests
  • Paying the pecuniary legacies
  • Making an interim distribution to the residuary beneficiaries

If you would like any help with Step 7, you can contact us by email, telephone or Live Chat.

Step 7

Finalising the Tax

If you would like any help with Step 8, any assistance finalising the tax affairs and / or completing tax returns then please contact us by email, telephone or Live Chat.

Step 8

The Estate Accounts

  • Summary of the estate
  • Detailing of the Assets and Debts
  • Listing the Administration Expenses and specific gifts
  • Identifying income and capital payments
  • Calculating the final distribution

If you would like any help with Step 9, you can contact us by email, telephone or Live Chat.

Step 9

Distributing the Estate

If you would like any help with Step 10, you can contact us by email, telephone or Live Chat.

Step 10

ENQUIRY FORM

EMAIL US

BEREAVEMENT LINE 0800 840 1665

Or CHAT with us LIVE online

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The Executor Toolkit takes you through the all of these steps with additional information and help, supported by a dedicated Legal Assistant.

  • Securely produce Government forms automatically
  • 50 pre-populated letter templates
  • Estate accounts produced in accordance with the law in England & Wales
  • Time saving, as everything is in one place
  • Trusted links to expert services
  • Jargon free advice & guidance
  • Simple question & answer based tool
  • Support throughout from a legal expert

The information above is meant as guide and to give you an idea of what is involved in administering an estate. There is a lot of information to take in; but keep in mind we are happy to go through any of the 10 steps with you. Contact us directly or go back to the top of the page to see all your options again.

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