Immediate steps following death

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Precedents
This partial deed of revocation is made on [date] by [donor] of [address].1I granted a Lasting Power of Attorney for [Financial Decisions/Health and...
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19th May
Precedents
This Deed OF REVOCATION is made on [date] by me [name of donor] of [address of donor].This Deed provides:1Revocation...
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19th May
Practice notes
Trustees—statutory powers of trusteesSource and availabilitySourcesTrustees have certain powers conferred on them by statute, in particular by the...
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19th May
Q&As
At what stage and to whom can a Deed of Appropriation take place when selling a second property in an estate?We assume you refer to the situation when...
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19th May
Practice notes
Creation of trusts—blind trustsWhat is a blind trust?A blind trust is a trust that is aimed at preventing conflicts of interest arising. Usually, the...
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Produced in partnership with Michael O’Sullivan of 5 Stone Buildings 19th May
Practice notes
The Cy-près doctrineFORTHCOMING CHANGE: On 22 March 2021, the government published its response  to the Law Commission’s report of 14 September 2017,...
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19th May
Practice notes
Relief for income tax lossesReliefs entitle taxpayers to reduce the amount of income tax payable. When calculating liability to income tax, a taxpayer...
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19th May
Practice notes
Assessment for residential accommodationCoronavirus (COVID-19): The content of this Practice Note is temporarily affected by the coronavirus...
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19th May
Q&As
Can a life tenant in a Will bring a life interest to an end by choosing to end it themselves or does it only expire on death?Life tenantsA life...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 19th May
Practice notes
Capacity to litigateOn the face of it, there would appear to be no specific impediment, if there is no reason to suppose that a person is without...
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19th May
Practice notes
Termination of trusts—methods of terminationDuration of a trustThe duration of an express trust is subject to the restrictions imposed by the rules...
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19th May
Practice notes
Costs and expenses in the Court of ProtectionThere are court fees and disbursements which will be payable by all applicants on making a new...
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19th May
Practice notes
Acceptance in Lieu scheme and other heritage property reliefsSTOP PRESS: HMRC has updated its guidance on calculating the special price in Acceptance...
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19th May
Practice notes
Trustees—self-dealing, unauthorised profits and conflicts of interestThe self-dealing ruleThe self-dealing rule is connected to, but distinct from,...
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19th May
Practice notes
Offshore trusts—offshore income gains (OIGs)Offshore income gains (OIGs) are gains realised on the disposal of interests in offshore funds which are...
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19th May
Practice notes
Trust disputes—court jurisdiction and procedureTrust litigation has been classified as being of three types:•a dispute as to the trusts on which...
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19th May

Most recent Immediate steps following death content

Practice notes
Coronavirus (COVID-19)—ProbateThis Practice Note considers the impact of the coronavirus (COVID-19) pandemic on probate practice and provides answers...
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22nd Sep
Practice notes
Registration of deathCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special temporary procedures apply...
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9th Sep
Practice notes
Obtaining the WillIs there a Will?The first step will be to search the deceased’s house and papers for either the Will, a copy or correspondence...
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3rd Sep
Q&As
Issues to consider when you need to access to a deceased person's inbox—Probate considerations (Part 2)Considerations in respect of the deceased...
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3rd Sep
Q&As
Is a beneficiary, named in a Will, entitled to see the Will or any part of it before probate is extracted?This Q&A assumes that the Will is not being...
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15th Aug
Precedents
Immediate steps following a death—client guideCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special...
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15th Aug
Precedents
Letter to local press enclosing section 27 notice[enter name of newspaper][enter address of newspaper]The late [name of deceased]Dear [insert...
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15th Aug
Practice notes
Death abroadCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special temporary procedures apply to the...
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15th Aug
Q&As
Can a firm of solicitors refuse to release to us a copy of a Will which appoints our client as executor without the authority of the other executor...
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15th Aug
Practice notes
Initial steps to identify assets and liabilitiesThe personal representatives (PRs) of a deceased estate must identify:•all the assets in the estate,...
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15th Aug
Q&As
How should the person dealing with an estate proceed where they have a copy of the Will but cannot find the original? What should be put in the oath...
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Produced in partnership with Lynne Counsell of 9 Stone Buildings 15th Aug
Q&As
Coronavirus (COVID-19)—What happens when the family of a deceased person are unable to register the death and make funeral arrangements due to being...
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15th Aug
Q&As
In an insolvent estate, are the costs of insuring the deceased's property during the administration period regarded as testamentary expenses when it...
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15th Aug
Practice notes
The body and burial disputesSTOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended...
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Produced in partnership with Jonathan Edwards of Radcliffe Chambers 15th Aug
Q&As
Can section 27 of the Trustee Act 1925 notices be placed before the grant of probate or representation has been obtained?Section 27 of the Trustee Act...
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15th Aug
Practice notes
Funeral arrangementsCoronavirus (COVID-19): Following the enactment of the Coronavirus Act 2020 on 25 March 2020, special temporary procedures apply...
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15th Aug
Practice notes
Securing and protecting assetsPersonal representatives (PRs) have extensive powers to administer the deceased’s estate.Securing the assetsThe PRs'...
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15th Aug
Q&As
In the event that an individual dies intestate, and no grant has yet been extracted, who is entitled to make decisions in respect of the disposal of...
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15th Aug
Q&As
What protection is available to executors appointed under the deceased’s Will who wish to pay funeral expenses and distribute the simple estate...
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15th Aug

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