Executries – W&AS Bruce LLP
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Dunfermline: 01383 738000
Kirkcaldy: 01592 204774
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Executries

Navigating the complexities of estate administration can be overwhelming after the loss of a loved one. Our Executry services are here to guide you through the process with professionalism and empathy.

What does it involve?

At its core, an estate comprises everything the deceased owned – from property and finances to personal belongings and investments. The duration of the process varies based on factors like Will validity, executor availability, asset distribution, and potential tax implications.

An overview of our service:

  • Conduct a thorough review of any existing Will or identify suitable executors
  • Obtain necessary documentation such as death certificates
  • Compile a detailed inventory of assets including property, investments, valuables, and more
  • Notify financial institutions and insurers about the individual’s passing
  • Arrange for asset valuation to determine Inheritance Tax liability
  • Handle all paperwork required by relevant authorities
  • Apply for a Grant of Confirmation to access funds for funeral expenses and debts settlement
  • Distribute remaining funds to beneficiaries as per the Will, obtaining necessary confirmations
  • Finalise account closure once all transactions are complete

Experience and efficiency

Our dedicated Executries team is committed to efficiently concluding estate matters, providing closure for family members during a difficult time. Trust us to handle this process with care and expertise.

HAND HOLDING WHEN YOU NEED IT MOST...

Our Executries team are on hand to hold yours through what we understand can be a difficult and confusing time. Get in touch with our experts today and we can talk you through the process and what you can expect.

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