How to deal with an estate when someone dies

Here is a practical step by step guide from Clearanceco on how to deal with an estate when
someone dies. This guide is particularly helpful for executors.

1. Register the Death: Register the death at the local register office within five days. You’ll
   receive a death certificate and the certificate for burial or cremation.
2. Tell Government About the Death: You can use the governments tell us once service to
   notify relevant departments. You will also need to tell banks, utility companies etc.
3. Arrange the Funeral: In line with the wishes of the deceased and instructions in the will.
   Note: The deceased may have had a funeral plan
4. Secure the deceased assets: Ensure the deceased’s property is secure, including homes,
   vehicles, and personal belongings.
5. Value the estate: list all assets, debts and obtain valuations
6. Apply for probate (if required): The role of executor is lifelong and carries legal
   obligations. You should consider instructing a legal professional if you’re not up for
   taking on this role.
7. Realise the Assets: With the grant of probate in hand you can begin realising assets such
   as bank accounts, shares etc
8. Settle Debts: The funeral expense and debts are the first to be dealt with before any
   gifts in the will.
9. Distribute in accordance with the Will: Following the instructions in the will you are
   now in a position to distribute to the beneficiaries. Ensure you obtain receipts and
   maintain estate accounts.

The above is a rough outline on some of the integral steps one would take in dealing with an
estate. It is advisable to seek professional help from a reputable probate professional or firm if you are unsure.