Main steps in the administration of an estate.

1, Receive instructions and identify client

2. Locate will and register death (if necessary)

3. Undertake funeral arrangments (if necessary)

4.Secure deceaseds property (if necessary)

5. Draw up schedule of assets and liabilities

• obtain valuations
• register Death with those holding assets
• obtain appropriate withdrawal/closure form for later use

6.Establish identity of benifishiaries (from will or intestacy rules)

7.Prepare IHT form (if necessary) for signature by personal representative.

• Arrange funding for…