Phase 5

Finishing

Distributing the estate, closing the estate account and what to keep, and for how long.

Work through these in your own time — ticking one is enough for today.

• Settle debts before distributing anythingPay the estate's debts and check nothing is outstanding.
• Distribute the estatePay the beneficiaries and get receipts.
• Close the estate account and the loose endsClose the estate bank account and cancel what is left.
• What to keep, and for how longFile the final records somewhere safe.