Guidance for Executors

If you have been asked to assist in the administration of a charitable estate, you might have a lot of questions that need answering.

Our specially prepared factsheets will be invaluable in explaining what information charities ask for and why, and help you to ensure that the Testator’s desire to benefit their chosen charities will be fulfilled.

We have factsheets for both professional and lay executors, as well as Guidance for Charities.

Professional executors

The administration of a charitable estate
Residuary Case File documentation

Lay executors

Guidance for lay executors
Document checklist for lay executors

For Legal videos

For Legal has also produced some videos that include further useful information for executors. You can view the recordings at the links below:

Introduction to ILM
Working Constructively with Charities
Charities Act Valuations – Getting Best Value

We hope that the guidance you find here is useful. However if you feel that anything is missing, or you would like any further information, don’t hesitate to get in touch.