Executor Checklist UK: First Practical Steps
An executor's early job is to get organised before making decisions: find the will, protect assets, list liabilities and keep clear records.
Two siblings are named as executors. One starts calling banks while the other searches for paperwork, and they quickly lose track of who has done what.
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 or disputes.
Set up records
- Create a call log, document list and simple estate task tracker.
- Keep receipts for funeral, property and estate expenses.
- Use one shared record if more than one executor is involved.
Find key documents
- Will and codicils, death certificates, property details and bank information.
- Pensions, insurance, benefits, debts and tax paperwork.
- Funeral wishes or prepaid plans.
Check before applying
- Ask banks and providers what they need.
- Check whether probate is required for the assets involved.
- Get legal or tax advice where there is property, complexity or disagreement.
Frequently asked questions
Can an executor start before probate?
Some organising and notification steps can start, but formal authority for certain assets may require probate.
Can LossGuide replace a solicitor?
No. It helps organise practical steps; it does not provide legal representation or tailored legal advice.
Useful official sources
- GOV.UK: What to do when someone dies
- GOV.UK: Register a death
- GOV.UK: Tell Us Once
- GOV.UK: Applying for probate
Turn this into a practical checklist
The First Steps Pack helps you track documents, calls, accounts and follow-up tasks in one calm workflow.
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