Kept Assets

Kept Assets Wills, Trusts, Lasting Power of Attorney and Probate

17/06/2026

Somebody mentioned as Executor I oversee security, that can’t be right
In fact that is absolutely correct the Executor does oversee the security of the estate which includes house /s, Car/s, Business /s and any other asset of the deceased. This may include redirecting the post, so it doesn’t hang out of the letter box or pile up in sight of passers bye. It could include cutting grass or shrubs so that a property looks occupied or moving, washing or storing cars to protect them. To the get more detailed understanding, download our Executor Training course.
If you are an Executor and want to know more follow me for more insights or just get in touch for a 1-2-1

10/06/2026

Where will I find the Will

There is an assumption that there is a Will because you believe that you are the Executor for it what you have to do is find it and then establish that it is valid before you do anything. If you have talked to the deceased and they have told you where it is then things get simpler. If you haven’t and have to find it then start with whoever you think is the family solicitor. If not them then check with local solicitors and Will Writers, if not there then you can use the paid service of a Will Search on the National Will Registry. Once you have found the Will and established it is valid then copy it and store the original safely using the copy as your working document as the original must be as undamaged as possible for the final submission to probate. To the get more detailed understanding, download our Executor Training course.
If you are an Executor and want to know more follow me for more insights or just get in touch for a 1-2-1

03/06/2026

Do I have to register the Death as an Executor?

As an Executor of an estate, you may have to register the death if you are a family member of the deceased or if the family members ask you to do it on their behalf. If the death is of natural causes, then things are straight forward there are 7/8 steps to follow, and it should all be complete inside a week. If the death is not of natural causes, then the number of steps increases to 12/13 and the amount of time it will take will depend entirely on the circumstances of the death. In these situations, then it is often best to work closely with the chosen undertakers who should be able to offer guidance. Once registered then you will need to decide how many copies of the death certificate you need which is best done through the “Tell us once” service. To the get more detailed understanding, download our Executor Training course.
If you are an Executor and want to know more follow me for more insights or just get in touch for a 1-2-1

27/05/2026

Executor List

Is there a list of the tasks that I have to do as an Executor?

It is almost impossible to list all the tasks that could be part of an Executors role until you know the estate that the Executor is going to be working on and even then, new tasks can appear during the process. In most estates you can be expected to find the Will that gives you the authority to do your job. You are likely to have to arrange the funeral which normally takes priority over a lot of the tasks. The next step is often applying for probate which will involve valuing the estate, sorting out their finances, paying any Taxes and bills that are due, collecting any debts that are owed to the estate and dealing with all the assets to achieve the distribution of the estate that the Will requires. These are very much just the major highlights of the role to the get a much more detailed understanding, download our Executor Training course.
If you are an Executor and want to know more follow me for more insights or just get in touch for a 1-2-1

20/05/2026

What are the rules of engagement if I become an Executor?

Processes need to be followed, timescales need to be kept, and details really matter.

If this describes how you do things, then we are off to a good start.

If you have ever experienced the death of a close family member, do you recall how you reacted?

It will be important that you are able to continue to think straight and function normally. If that is you, then good now you need decide if you have both the knowledge of what is required and then the skills to do the job.

To get the knowledge of what you are doing then I suggest you take our Executor Training course and only after you have completed that will you be able to decide if you have the skills required.

The last element is almost always an unknown, will you have the time to do the job come the time you are needed?

Hopefully you will be unable to answer that question but having completed the training at least you will know if you are capable.

If you are an Executor and want to know more follow me for more insights or just get in touch for a 1-2-1

13/05/2026

What qualifies me to be an Executor?

If you have full mental capacity and are over 18 years old, you qualify. You are able to do the role even if you are going to inherit from the estate. Most commonly you are the spouse or child of the nominator but not always as the person may not have these people to call on. This is where things get tricky as spouses and children don’t necessarily always have the skills required to do this role but get nominated anyway. Which is one of the main reasons we have developed an Executors Guide to help educate people in this difficult position, ideally before the person passes so they can talk to each other.
if you are an Executor and want to know more, follow me for more insights or just get in touch for a 1-2-1

06/05/2026

Are there things you should know before excepting the role of Executor?
As an Executor you will be legally responsible for handling this persons estate when they die. This means that you can’t say I didn’t know that as a defence if anything goes wrong, as you are expected to know. If the Will has been constructed properly then you shouldn’t be on your own there should be up to 4 of you to share the load and the nominator should have picked people you are able to work with and agree with.
You are going to be responsible for the deceased money, property and possessions from the day they pass until the estate is distributed to the beneficiaries, which could be 6-9 months.
But the most important thing you should know is that you will be doing all this work for free.
If you are an Executor and want to know more follow me for more insights or just get in touch for a 1-2-1

29/04/2026

What should I know before agreeing to be somebody’s Executor?

Being asked to be an Executor of a Will is a very important role and can feel like an honour.

Being asked is also unusual as many people are just nominated, often by parents, and not aware until the Will is signed or about to be read, by which time it is awkward and expensive to get it changed so people don’t.

It is common for people to do the role only once in their lifetime and therefore have little clue what they have been put forward for.

Due to the subject, death, many people don’t talk to the nominator before they die about what they expect of them.

The simple answer to the question is “LOTS” so if you are an Executor and want to know more follow me for more insights or just get in touch for a chat and I can help you understand your role

22/04/2026

Do you like to plan?
What you need to know before writing a Will?
You need to know loads of things but giving you a list before you start is not the way forward as at this stage you haven’t explored all things you don’t know with a professional Will writer that is trained to ask you questions linked to your specific circumstances. Engage with an independent Will Writer so they can guide you through the things that matter in your Will to achieve what you want when you pass. We don’t know what you want so we can’t possibly tell you want you need to tell us until we talk.
Once the conversation starts it will become clear what you are looking to achieve and then we can guide you through the details we need from you to make it happen.
It is a simple and enjoyable process where you get to create and act of love for your important people so that they suffer less when they lose you as you have taken the time to make things clear in your Will.
Give me a call to book a slot in my diary to get this underway

15/04/2026

Do you have Crypto or NFT’s?

On the 2nd December 2025 the Property Act (Digital Asset Law) gave legal status to digital assets and ensured that they can be included in personal estates. Until this point the Law only recognized Physical assets or Rights enforceable by Law.
To be clear this doesn’t make every online item an inheritance asset. Social media, Email accounts and Subscription services for film and music all have usage licenses rather than ownership rights so they remain unaffected by this new Law.
Having recoginsed them it also changes what Executors and Trustees of estates have to do in the management of these items as they need to be able to access the secure private keys.
If you need to know more about the manage digital asset inheritance and secure ways of transferring them through the generations then get in touch

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