Phase 3

First month

The will, executor duties, valuing the estate, probate, banks, utilities and insurers.

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

• Find the willLook for the original will and confirm who the executor is.
• Where there is no willWork out who has the right to administer the estate.
• Value the estateList everything owned and everything owed.
• Work out whether you need probateAsk each bank what their threshold is.
• Apply for probateSubmit the probate application and the inheritance tax forms.
• Notify banks, utilities and insurersWork down the list, one organisation at a time.