Estate administration

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Estate administration guidance:

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [insert name of deceased] Further to [our OR my]...

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In administering the assets of an estate, there are some assets and liabilities that can be easily overlooked and apart from checking whether these exists the personal...

Practice Note

Foreign estates Personal representatives (PRs) will come across foreign estates in the context of foreign located assets, foreign-located deceased (in the sense of...

Practice Note

Digital assets survive incapacity or death. Anyone who owns a digital device or has an online account should have a plan for dealing with that asset, whatever their age....

Practice Note

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] Further to [our OR my] letter of...

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[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] Thank you for your letter of...

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[enter name of debtor or creditor] [enter address of debtor or creditor] [enter date] Dear [insert organisation name] The late [name of deceased] Ref: [enter account...

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[name of bank] [address of bank] [enter date] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter details of account(s) held] [We OR...

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[name building society] [address of building society] [enter date] Dear [insert organisation name] The late [name of deceased] Account[s] number[ed]: [enter details of...

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[name of registrar] [address of registrar] [enter date] Dear [insert organisation name] The late [name of deceased] Share holding: [enter details of shareholding]. [We OR...

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[name of credit card company] [address of credit card company] [enter date] Dear [insert organisation name] The late [name of deceased] [Account number OR Accounts...

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[name of debtor] [address of debtor] [enter date] Dear [insert organisation name] The late [name of deceased] [enter details of debt eg account details] [We OR I] write...

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[name of employer] [address of employer] [enter date] Dear [insert organisation name] The late [name of deceased] [enter department or employee number if relevant] [We OR...

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[name of company] [address of company] [enter date] Dear [insert organisation name] The late [name of deceased] [Policy OR Policies OR number[ed]: [enter policy numbers]...

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[name of company] [address of company] [enter date] Dear [insert organisation name] The late [name of deceased] Policy(ies) number(ed): [enter policy numbers] [We OR I ]...

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National Savings and Investments Glasgow G58 1SB [enter date] Dear [insert organisation name] The late [name of deceased] Premium Bond [holder’s] number: [enter holders...

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National Savings and Investments Glasgow G58 1SB [enter date] Dear [insert organisation name] The late [name of deceased] Premium Bond [holder’s] number: [enter holder’s...

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[name of company] [address of company] [enter date] Dear [insert organisation name] The late [name of deceased] Policy numbered: [enter policy number] [We OR I] write...

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[name of Pensions Service office] [address of Pensions Service office] [enter date] Dear [insert organisation name] The late [name of deceased] National Insurance Number:...

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[name of registrar] [address of registrar] [enter date] Dear [insert organisation name] The late [name of deceased] Share holding: [enter details of shareholding]. [We OR...

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[name of stockbroker] [address of stockbroker] [enter date] Dear [insert organisation name] The late [name of deceased] Share holding: [enter details of shareholding]....

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[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [name of deceased] Further to [our OR my] letter of...

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This Practice Note explains the phenomenon of ‘crypto-assets’, namely assets which are issued using distributed ledger technology, alternatively known as blockchain...

Practice Note

[insert name of beneficiary] [insert address of beneficiary] [insert date] Dear [insert name of beneficiary] The late [insert name of deceased] Further to [our OR my]...

Precedents

[.enter name of council] [enter address of council] [enter date] Dear [insert organisation name] The late [name of deceased] Council Tax Reference Number: [enter council...

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Insolvent estate If an estate is insolvent, the beneficiaries under the Will or the next of kin under the intestacy rules will receive nothing, nor will all the creditors...

Practice Note

Time for payment Personal representatives (PRs) have a duty to pay the deceased's debts with due diligence, having regard to the assets in their hands that are properly...

Practice Note

Precatory trusts Where a testator leaves property under their Will to a legatee with the wish that the legatee transfer the property to another person and within two...

Practice Note

Effect of the grant The grant of representation is an order of the court, its purpose to confirm the appointment of the personal representative(s) (PRs) and, where it...

Practice Note

FORTHCOMING CHANGE: As originally announced at Autumn Budget 2017 and followed up by written statement after Spring Statement 2018, plus an announcement in Budget 2018,...

Practice Note
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