Call Trudy Rogers on 01635 569670 | Email:

Executor and Administrator Duties

If you have been appointed as an Executor or you take on the role of an Administrator you will have various duties and responsibilities to the beneficiaries of the estate. Broadly speaking these duties are:

  • Identifying the deceased’s assets and liabilities
  • As an Executor you need to place the assets under your control as you are responsible for them immediately from date of death – such as notifying insurance companies, etc. 
  • As an Administrator you can only take steps to prevent loss or damage occurring to the estate assets or otherwise reducing in value until you receive the Letters of Administration.
  • Collating the values of all the assets and liabilities to decide if Inheritance Tax (IHT) is payable and keeping to the time limits for the payment of such IHT.
  • Pay all the appropriate IHT if required.
  • Pay all debts and liabilities, payment of administration expenses. 
  • Distribute the estate to the beneficiaries – either in accordance with the provisions of a Will or in accordance with the rules of Intestacy.
  • Executors or Administrators can be called upon to present ‘accounts’ of their actions during the estate administration so it is always a good idea to keep records at all stages. 

Executors or Administrator must always act in the best interests of the beneficiaries of the estate even if this is contrary to their own personal interests.

If you have any queries or concerns please call Trudy Rogers on 01635 569670 or email on for further information.