WIQS—post-grant administration
WIQS—post-grant administration

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

  • WIQS—post-grant administration

After the grant has been obtained, delays often occur and mistakes can be made. This should not happen and this list of matters can be followed to move the estate on to full completion by following what should be routine steps.

1 COLLECTING THE ASSETS*  
  1.1 Unless instructed otherwise, write to cash asset holders without delay enclosing an official copy of the grant and requesting payment  
  1.2 Ask for details of any interest accrued since the date of death  
  1.3 In the case of non-cash assets passing to beneficiaries, deal with the appropriate documents to effect a transfer to the PRs or the beneficiaries as appropriate  
  1.4 In the case of foreign assets, determine:  
  1.4.1 the steps required to realise the assets