WIQS—estate administration protocol
WIQS—estate administration protocol

The following Wills & Probate guidance note provides comprehensive and up to date legal information covering:

  • WIQS—estate administration protocol

In general, a practice will receive notification of a death and a request to deal with an estate administration by telephone or someone calling into the office. Before accepting instructions, it is prudent to consider a number of factors. The result may well be that the practice cannot accept instructions and it is best to invest a little time in ascertaining the estate situation before being committed to something the practice is really not equipped to deal with.

The protocol in WIQS goes a little beyond the instruction stage but each of the factors considered should, at the least, be factored into the practitioners' mind at the earliest possible stage in the administration.

1 BEFORE ACCEPTING INSTRUCTIONS  
  1.1 Insolvency  
  1.1.1 Consider whether it is necessary to carry out a 'bankruptcy only' search at the Land Charges Department (Form K16) against all the names the deceased used  
  1.1.2 where there is a chance that the estate will be insolvent, consider if it is