Estate Administration Checklist

Administering an estate involves dozens of tasks over many months. This comprehensive checklist helps executors in the UK track every step from the day of death to final distribution.

Week 1: Immediate tasks

  • ☐ Secure the deceased's property
  • ☐ Locate the will
  • ☐ Register the death within 5 days
  • ☐ Order 5-10 death certificates
  • ☐ Use Tell Us Once to notify government departments
  • ☐ Arrange the funeral

Month 1: Early administration

  • ☐ Open an executor bank account
  • ☐ Redirect mail from the deceased's address
  • ☐ Notify HMRC of the death
  • ☐ Begin asset identification – banks, investments, property
  • ☐ Apply for probate or letters of administration
  • ☐ Calculate if inheritance tax is due

Months 2-4: Asset collection

  • ☐ Receive grant of probate
  • ☐ Notify all banks and financial institutions
  • ☐ Collect funds from accounts
  • ☐ Value and sell property if needed
  • ☐ Cash in investments
  • ☐ Claim any life insurance

Months 4-6: Paying debts and taxes

  • ☐ Pay inheritance tax (if applicable)
  • ☐ Settle outstanding debts
  • ☐ File the deceased's final tax return
  • ☐ Pay any income tax owed by the estate

Months 6-12: Distribution

  • ☐ Prepare estate accounts
  • ☐ Distribute assets to beneficiaries
  • ☐ Transfer property ownership
  • ☐ Close the executor account
  • ☐ Keep records for 12 years

How SafeKept helps

SafeKept provides a digital checklist that updates as you mark notifications complete and log responses. Everything stays in one place - no more spreadsheets or paper lists. No more spreadsheets or paper lists.

Let SafeKept guide you through the process

Track your progress, notify institutions, and store documents securely.