Executor Duties: A UK Checklist (Including Property)

Being named an executor can feel like a huge responsibility, especially while you’re grieving. In reality, most estates follow a predictable checklist — and you can take it one step at a time.

This guide focuses on the practical tasks, with extra attention to what changes when there’s property in the estate.

Paperwork and documents on a table — Image source: Pexels.

Start here: what an executor is responsible for

An executor is responsible for dealing with the estate in line with the will. In practical terms that usually means:

Finding the will and confirming who is acting
Securing assets (especially property) and keeping good records
Valuing assets and debts
Applying for the grant (if a grant is required)
Collecting funds, paying debts/tax, and distributing to beneficiaries

You don’t need to do everything at once

Most executors make faster progress by focusing on the next two tasks only: (1) secure assets, (2) gather information. Everything else follows from that.

Secure assets and notify organisations

Early tasks are mostly protective: stop money leaving the estate unnecessarily and reduce risk to property.

Secure any property (locks, windows) and check insurance for unoccupied rules.
Contact banks, insurers, pension providers and other account holders to notify the death.
Cancel or review direct debits to prevent unnecessary outgoings.

Use Tell Us Once where possible

GOV.UK Tell Us Once can notify several public bodies in one go (for example DVLA, HMRC and DWP). See Tell Us Once on GOV.UK.

Find the will and confirm who is acting

The will normally names the executor(s) and the beneficiaries. If there are multiple executors, you’ll need to coordinate early.

If you are a co-executor, see multiple executors for practical options when not everyone wants to be involved.

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Value the estate (including property)

A clear valuation is central to probate and tax reporting. Make a list of assets and debts, then gather values from the organisations that hold them.

Property is the usual pressure point

If property value affects tax reporting, it’s worth getting a robust valuation and keeping evidence. See estate valuation.

For a practical list of what to gather, use what information you need before applying.

Apply for the grant (if needed)

Not every estate needs a grant. But if property is involved (especially sole ownership) or organisations require it, you’ll apply for the relevant grant.

Start with how to apply for probate and grant of representation explained.

After the grant: administer the estate

Once the grant is issued, you can start collecting assets, closing accounts, dealing with property, settling debts/tax, and then distributing to beneficiaries.

See what happens after the grant is issued.

Common mistakes to avoid

Distributing money too early

Wait until you understand debts, taxes and ongoing costs (especially if property is still being sold).

Ignoring unoccupied property insurance rules

Assuming insurance continues as normal can create risk and cost. Check and document the insurer’s requirements.

Poor record keeping

Keep a simple log of money in/out, decisions, and evidence (valuations, invoices, letters).

Not coordinating with co-executors

If there are multiple executors, agree a communication plan early to avoid delays and misunderstandings.

Frequently asked questions

Many executors do not charge a fee, but they may be able to reclaim reasonable expenses from the estate. Professional executors/solicitors may charge fees.

Often yes, but the ability to complete a sale usually depends on having the grant if the property is part of the estate. A conveyancer can confirm what is possible in your situation.

Not always. Some estates do not need a grant, depending on asset types, ownership, and provider requirements.

Co-executors usually need to coordinate decisions. If one executor doesn’t want to be involved, there can be options — see our multiple executors guide.

Klaro is not a law firm. We connect you with SRA-regulated solicitors.

This guide is for informational purposes. It does not constitute legal advice.

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