What will Stevenson & Marshall do?
• We will arrange to obtain valuations of all the deceased’s assets and property. We will deal with all correspondence on your behalf. We will prepare a full inventory of the estate ready for submission to the local court. If Inheritance Tax is due we will calculate this and present the inventory to HM Revenue & Customs. The court issues “Confirmation” which is the formal document appointing the executor and entitling the executor to collect in the estate. We will arrange for the assets to be sold or transferred to beneficiaries, any debts paid and the funds distributed in accordance with the terms of the deceased’s will. We will draw up an account for approval by you as the executor.
