1
Type Speaker CPD Hours Level
Webinar
0.5 IntroductionInformation
Accreditation Information
SRA Competency B

Introduction

This webinar will examine the role of an executor and trustee appointed in a will, including their duties and responsibilities to the beneficiaries of the estate.

It will also look at consequences of failing to administer the estate properly.

What You Will Learn

The webinar will cover the following:

  • Appointment of an executor in a will and the importance of choosing the right individuals
  • An overview of an executor’s role and responsibilities
  • A brief look at the process for obtaining a grant of probate and payment of inheritance tax
  • General estate administration
  • Does an executor have to take out the grant? A discussion about having power reserved and renunciations

This webinar was recorded on 17th May 2019

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The Role of Executors & Trustees in Wills - A Bite-Sized Guide

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