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

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

Available to view on demand

With a SmartPlan £99

With a Season Ticket £198

Standard price £396

All prices exclude VAT
Level
Introduction: Requires no prior subject knowledge
CPD
0.5 hours
Viewership
Access for entire organisation

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