Executors' duties: Explaining the dangers of DIY probate

The hazards are plentiful when it comes to doing it yourself and probate

clock • 5 min read

Lilly Whale looks at the dangers of DIY probate and explains how advisers can cover the topic with clients...

Where an estate appears relatively straightforward, the executor may feel that they can rely on their own research to understand their duties and the tasks required of them in the administration, without using a professional to act on their behalf. However, this is a risky approach and to the untrained eye there could be countless traps to fall into by undertaking a so-called "DIY probate". This article examines some of those pitfalls and their potential consequences. The first pertinent duty is to locate and interpret the deceased's last will. Although most advisers will stress to th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

The 'stark' impact of tax and pensions changes on special needs families

The 'stark' impact of tax and pensions changes on special needs families

Among hardest hit by ‘poorly consulted’ reforms

Jen Frost
clock 27 October 2025 • 8 min read
Former BoE governor Lord King slams potential 'mansion tax' proposal – report

Former BoE governor Lord King slams potential 'mansion tax' proposal – report

The potential property tax ‘not a coherent tax strategy’

Isabel Baxter
clock 27 October 2025 • 2 min read
Chancellor urged to tackle IHT 'flaw' for infected blood scandal compensation payments

Chancellor urged to tackle IHT 'flaw' for infected blood scandal compensation payments

HMRC slammed for having ‘no level of urgency’

Jen Frost
clock 22 October 2025 • 4 min read