Executor Essentials Webinar

Unlock the Secrets of Probate with our Step-by-Step Guide to Success!

Join our director, Jim Emsley, to learn about the Probate process and avoid costly mistakes!

Register for our free webinar and take the first step towards mastering your duties as an Executor.

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Probate

What Probate is and how to identify when it's needed.

Inheritance Tax

When Inheritance Tax is due and how to avoid costly mistakes.

Executor Journey

How to fulfil your role as an Executor efficiently using our step-by-step guide.

Under An hour

Your time is valuable. Our webinar is under an hour, so sit back, relax, and get ready to learn.

No Complicated Jargon

We won't confuse you with any needless legal jargon.

Expert Advice

We are a leading specialist in Estate Planning and Probate services and have been for over 20 years. This is all that we do.

Completely Free

There's no registration fee - understanding your role as an Executor is important.

Part 1: Understanding probate

One of the first questions executors face is whether probate is required. We’ll break down how to determine if an estate needs probate, when it can be avoided, and the key difference between an executor (appointed in a will) and an administrator (when there is no will). Understanding your legal authority from the start is crucial in ensuring the estate is managed correctly.

Part 2: Navigating inheritance tax

Executors are responsible for ensuring the correct amount of Inheritance Tax is paid before distributing an estate. But do you know how the thresholds work? We’ll explain the nil-rate band, the residence nil-rate band, and how they impact tax liability. Could the estate benefit from exemptions or reliefs? We’ll help you understand what to look out for.

Part 3: The executor’s journey

As an executor, you have a long list of legal and financial tasks to complete, often while managing family expectations and handling grief. From registering the death and valuing the estate to applying for probate, settling debts, and distributing assets, we’ll take you through each stage of the process. You’ll also learn about the common pitfalls that cause delays and how to avoid them.

FAQ

This webinar is designed for anyone who has been appointed as an Executor of an estate, or for those who expect to take on this role in the future. Whether you’re completely new to the process or just need a refresher, this session will guide you through your responsibilities.

No prior knowledge is required. We’ll cover everything from the basics to more detailed steps, so you’ll leave feeling confident about your role as an Executor.

Please be aware due to time limitiatons, we are unable to cover all possible outcomes. This webinar will act as if a valid Will exists.

Nope, it’s completely free. Simply register to secure your spot!

Once you’ve registered, you’ll receive a confirmation email with all the details, including a link to join the webinar.

Yes, we will provide a recording of the webinar to all registered participants, so you can review it at your convenience.

Absolutely! Feel free to share this page with family or friends who might benefit from learning about the role of an Executor.