Estate administration protocols

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Practice notes
Appropriation is a process by which a personal representative or a trustee uses a specific asset in the estate or trust fund, to meet in full or in...
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9th Nov
Practice notes
What a residuary gift comprisesThe residuary estate will not necessarily comprise only cash, but will usually include other assets that have not been...
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9th Nov
Practice notes
Revocation of a WillA Will is revocable at any time during the testator's lifetime. A testator may not revoke their Will in any manner they choose: a...
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9th Nov
Practice notes
Hotchpot clauses in Wills can be very useful in equalising benefits between beneficiaries. They also have a place in respect of a partial intestacy....
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9th Nov
Practice notes
Where one of several executors diesSection 5 of the Administration of Estates Act 1925 (AEA 1925) states that the office of executor is personal to...
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9th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
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9th Nov
Practice notes
CORONAVIRUS (COVID-19): As announced on 17 April 2020, the President of the Family Division, Sir Andrew McFarlane, authorised District Probate...
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9th Nov
Practice notes
STOP PRESS: With effect from 2 November 2020, the Non-Contentious Probate Rules 1987, SI 1987/2024 (NCPR 1987) are amended by the Non-Contentious...
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9th Nov
Precedents
Warning to caveator, Rule 44(5)In the High Court of JusticeFamily Division[The nominated registry as defined by rule 44(15)]To [name] of [address] a...
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9th Nov
Practice notes
Identification of beneficial interestsThe personal representatives (PRs) of an estate must identify:•the beneficiary or beneficiaries entitled to each...
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9th Nov

Most recent Estate administration protocols content

Practice notes
The Wills and Inheritance Quality Scheme is designed to produce, as stated by the Law Society, a quality standard for the production of Wills and the...
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9th Apr
Practice notes
There will be occasions when the client has a disability and the practice has to be in a position to ensure that it is able to ensure there is no...
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9th Apr
Practice notes
In order to be able to qualify for the WIQS 'kitemark', practices will have to satisfy, firstly and crucially, a number of core standards by adopting...
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9th Apr
Practice notes
STOP PRESS: Separate statements of truth to lead to a grant of representation have been replaced by application forms PA1P and PA1A for practitioners...
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9th Apr
Practice notes
The WIQS requires a number of general and basic obligations to the client that must be met and these can be seen as complementary to the core...
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9th Apr
Practice notes
While the administration of an estate is being dealt with, there are two particular issues that may arise:•variation of the dispositions in the Will...
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9th Apr
Practice notes
During the progress of an estate administration, there are a number of matters that are essential to the smooth running of that process. In...
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9th Apr
Practice notes
In general, a practitioner will receive notification of a death and a request to deal with an estate administration by telephone or someone calling...
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9th Apr
Precedents
[name of client][address of client][insert date]Dear [name of client...
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6th Apr
Precedents
[name of client][address of client][insert date]Dear [name of client]Re: [name of deceased] deceased[We OR I] would be grateful if yo...
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6th Apr
Precedents
[name of client][address of client][insert date]Dear [name of client]...
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6th Apr
Precedents
[name of client][address of client][insert date]Dear [name of client]...
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6th Apr
Precedents
[name of client][address of client][insert date]Dear [name of client]Re: [name of...
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6th Apr
Precedents
[name of client][address of client][insert date]Dear [name of client]Re: [...
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6th Apr
Practice notes
After the grant has been obtained, delays often occur and mistakes can be made. This list of matters can be followed to move the estate on to full...
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25th Feb
Q&As
We assume this Q&A seeks information on the steps required to be followed by a practitioner on receiving instructions from a personal representative...
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15th Feb

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