Executry administration is a Scottish legal term that relates to the process involved in winding up an estate on behalf of a deceased person’s Executors.
The Executors are those people or organisations appointed in the deceased’s Will to carry out their wishes. Where there is no Will (an intestate estate), you are required to appoint an executor by a petition to the Sheriff Court. You may find it helpful to read our factsheet below Being an Executor in Scotland – Client Guide which provides an overview on the roles and responsibilities of Executors when dealing with the administration of a Scottish person’s estate
When someone dies, it can be a highly emotional and stressful time. What’s more, the person in charge can be held personally liable for any mistakes made during this process. This is why it is always best to seek the advice of an experienced professional.
We are mindful of this and provide a careful, thoughtful and detailed full service to support family members and loved ones, linking with other specialists locally where appropriate. This allows us to assist as necessary with registration, arranging the funeral (whether religious or not), managing the deceased’s estate, whether or not there is a Will, and ensuring that the estate is wound up in accordance with the law.
One of our Partners will always personally oversee matters while our experienced Executry Assistant, Colin Kennedy, will deal with all day-to-day matters. This includes liaising with all necessary organisations on behalf of the Executors and taking over estate administration, relieving stress and worry at a difficult time.
After many years of experience, we can provide trustworthy and helpful legal advice. We can advise fully whenever there are decisions to be taken amongst the family with regard to bequests, belongings, major assets (including any house) and about any permitted variation of a deceased person’s Will.
We can also advise the Executors as to whether an application for confirmation (Probate) is needed and assess any Inheritance Tax liability.
On behalf of the Executors, we can attend to all the formalities, including valuing assets, contacting recipients and arranging for all funds to be uplifted and transferred. We ensure bills are paid (including any tax due) and for final Accounts to be prepared and approved by the Executors and inheritors.