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You cannot proceed without confirming all of the above.

Please provide full name(s) and address(es) and their relationship to you.

An executor is a person appointed by a testator to carry out the directions and requests in his will, and to dispose of the property according to his testamentary provisions after he has deceased.

A trustee is an individual or corporation named by an individual, who sets aside property to be used for the benefit of another person, to manage the property as provided by the terms of the document that created the arrangement.

Your Executor’s responsibilities include, but are not limited to the following:-
· to find and identify the assets and also the debts/ liabilities of the estate;
· to deal with the administration of the estate according to the law by collecting in these assets;
· to establish the identity and whereabouts of the beneficiaries;
· to apply for a Grant of Probate (this is the formal document which appoints the Executors and gives them permission to administer the Estate);
· to gather in all the information about debts against the estate and arrange payment where applicable;
· to prepare the accounts for the Estate and deal with HMRC in relation to Inheritance Tax.

Please note that you can only appoint a Guardian for a child for whom you have parental responsibility. If you are separated or divorced from your spouse or partner and the child or children live with you, although you may nominate a Guardian to act in the event of your death, your ex-spouse or ex-partner may challenge the Appointment and apply for the role themselves. You cannot take this role away from another person if they have parental responsibility for the child in question.

Further Provisions, otherwise known as 2nd level of residue. This section is where you want your assets to go if the first level of residue has been deceased.