Bereavement Checklist for Executors in the UK
Executors need a clear record before they make decisions. The aim is to protect information, understand the estate and avoid acting before authority is clear.
Two executors are named in a will. One has the death certificate, the other has bank letters, and neither has a shared task list.
LossGuide provides general practical information only. It is not legal, tax, financial, medical or bereavement counselling advice. Check official sources and speak to a qualified professional for decisions about law, money, property, tax, pensions or disputes.
First executor tasks
- Find the original will and check who is named as executor.
- Order or collect certified death certificates.
- Create a shared call log, document list and folder for estate records.
Protect the estate
- Secure any empty property, keys, vehicles, valuables and insurance details.
- Tell banks and providers through their bereavement teams.
- Do not distribute assets before authority and estate debts are clear.
Check probate and tax points
- Ask banks and providers what formal authority they need.
- Estimate assets and debts before applying for probate or dealing with Inheritance Tax questions.
- Get professional advice where property, business assets, overseas assets, tax or disputes are involved.
Communicate carefully
- Keep beneficiaries updated without promising outcomes too early.
- Record decisions and keep receipts for estate expenses.
Frequently asked questions
Can executors act before probate?
Some practical steps can begin, but formal authority may be needed to deal with certain assets.
Is this a substitute for legal advice?
No. It is an organisation checklist, not legal advice or executor representation.
Useful official sources
Keep the next steps organised
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