Executry administration

  • Experienced & approachable team
  • Making the process simple & straightforward
  • Covering a range of responsibilities efficiently
  • Setting up & administrating trusts

Get in touch to discuss administering an estate

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Winding up an estate

Dealing with a family bereavement can be an extremely traumatic experience and it can be difficult to cope with the administrative task of winding up an estate at such an emotional time. 

We can make the process as simple and straightforward as possible, helping to ease the burden on family members and friends.

Our experienced and approachable team can take care of all matters arising from the death of a family member or friend in a sympathetic, speedy and efficient manner.

We can make the process as simple and straightforward as possible, helping to ease the burden on family members and friends.

The estate administration process

When a person dies, someone has to deal with their affairs. This is called 'administering the estate’ or ‘executry administration’.

We can act as the estate administrator on behalf of the deceased and their Executor.

Responsibilities include:

  • Arranging for an independent valuation of the assets;
  • Dealing with assets outwith the United Kingdom;
  • Fulfilling the wishes expressed in the Will including contacting the named beneficiaries;
  • Liaising with HM Revenue & Customs regarding any Income Tax, Capital Gains Tax and Inheritance Tax;
  • Transferring assets to the beneficiaries.
  • Arranging for the payment of any debts (including mortgages);
  • Dealing with any claims on the estate;
  • Gathering & protecting the assets of the estate;
  • Preparing deeds of variation;
  • Settling the estate;
  • Setting up and administering trusts;

More information

How long does it take to settle an estate?

Where estates fall below the inheritance tax threshold, or are exempt from inheritance tax for some other reason, it is often possible to complete the administration of the estates within six months. Where estates are liable to inheritance tax, it can take nine months or more before the administration of the estate is complete.

Setting up & administering trusts

We also offer help in connection with trust matters. We have a great deal of experience setting up trusts for young or vulnerable beneficiaries, as well as charitable trusts and can also take care of all matters arising in connection with the ongoing administration of such trusts. 

We can also help with a trust arising from an Executry, either under the deceased’s Will or under a deed of variation. Indeed, we often advise that it would be useful for executors and beneficiaries to enter into a deed of variation for tax planning or family protection reasons.

Contact us

We offer you a variety of ways to get in contact with us to suit you. If you would prefer to talk to someone straight away you can call our offices on:

Glasgow: 0141 227 9344                             Inverness & Highlands: 01463 795 035

Edinburgh: 0131 247 2512                          Shetland01595 695 583

Elgin: 01343 542623

Otherwise use our form below to find out more information, make an appointment or request a callback. We will then find the right person to deal with your enquiry and get back to you as soon as possible. 

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Our executry administration team

Our offices in Glasgow, Edinburgh, Lerwick, Thurso and Inverness ensure that our experienced and approachable team is on hand to discuss your wishes in a sensitive and efficient manner.

Executry administration can be a complicated process and we would always recommend using an experienced solicitor to handle all of the complex processes and negotiations. 

We have settled thousands of estates both large and small all over the country. 

We have teams across Scotland, to speak to a local private client solicitor please call the local number or click on the names below to find out more about their experience. We'll make sure you speak to the correct person depending on your request.

Glasgow: 0141 227 9344                             Inverness & Highlands: 01463 795 035

Edinburgh: 0131 247 2512                          Shetland01595 695 583

Elgin: 01343 542 623

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