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

Burnham U-turns on income tax allowance increase suggestion – reports

Burnham U-turns on income tax allowance increase suggestion – reports

Any change would be ‘difficult given the financial circumstances’

Isabel Baxter
clock 22 July 2026 • 2 min read
The pension IHT guidance gap and what advisers should do about it

The pension IHT guidance gap and what advisers should do about it

Full operational guidance won't arrive until spring 2027

Nick Henshaw
clock 21 July 2026 • 3 min read
Chancellor John Healey urged to prioritise tax clarity and stability

Chancellor John Healey urged to prioritise tax clarity and stability

Sixth chancellor in just over four years

Jen Frost
clock 21 July 2026 • 3 min read