Vault's Probate Process.

How We Guide You Step by Step.

Acting as an executor or administrator (collectively known as Personal Representatives or “PRs”) can feel overwhelming, especially when you’re also grieving a loved one. At Vault Private Client, we understand that many clients have never dealt with probate before, and navigating legal, tax, and administrative duties can be a significant emotional burden.

We’re here to guide you through every stage of estate administration — from registering the death to final distribution — ensuring the process is as smooth, transparent, and stress-free as possible.

Step 1: Taking the Initial Steps Post-Death

• Register the death and complete the “Tell Us Once” service.
• Locate the Will and arrange the funeral in accordance with the deceased’s wishes.
• Ensure insurance is in place for unoccupied property and vehicles.
• Establish whether the deceased died testate or intestate.
• Notify third parties such as banks, insurers, pension providers, and utility companies.

Take early legal advice on the Will, potential claims, and trust registration requirements.

Step 4: Administering the Estate

• Collect the estate assets, either into a client account or an executor bank account.
• Pay off estate liabilities in the correct order of priority.
• Distribute specific legacies and charitable gifts outlined in the Will.
• Claim tax reliefs or refunds where appropriate, particularly after loss-making asset sales.
• Ensure compliance with any income and capital gains tax obligations during the administration period.
• Maintain and prepare final estate accounts for transparency with all beneficiaries.
• Protect your position as PR with appropriate legal notices and insurance policies.
• Distribute the remaining estate to beneficiaries according to the Will or intestacy rules.