We understand that administering the estate of a loved one can be difficult, but it can also be rewarding. As an executor or personal representative (in cases where there is no Will), you are responsible for ensuring that someone\u2019s last wishes are fulfilled.\r\n\r\nIf you\u2019re an executor, we can answer some of your questions in order to help you understand your duties.\r\n\r\nWhat is my role?\r\n\r\nAs an executor, your responsibilities include:\r\n\r\n \tEnsuring that all the property owned by the deceased person is kept safe and secure, as soon as possible after their death\r\n \tEnsuring that any property or items of value are adequately insured\r\n \tCollecting and, if appropriate, convert (sell) any assets due to the deceased person\u2019s estate\r\n \tPaying any outstanding taxes and debts (out of the deceased person\u2019s estate)\r\n \tDistributing the estate to those who are entitled to it under either the terms of the Will or intestacy\r\n \tDelivering up your grant of probate if required to by a court.\r\n\r\nWhat should I do if a charity is mentioned in the Will?\r\n\r\nIf there is a named charity beneficiary in a Will, you should contact their legacy team to discuss the gift with them. Each charity will have different preferences on how they would like to receive legacy payments, so it is best to speak with them directly about this.\r\n\r\nWhat details does the charity need?\r\n\r\nIn your role as executor, the named charity would find it useful to be informed of the following:\r\n\r\n1. Details of the person who has passed away:\r\n\r\nFull name\r\n\r\nLast known address and any other recent addresses\r\n\r\nDate of Will\r\n\r\nDate of death\r\n\r\nWhether the deceased was a lifetime supporter of the charity (this\r\nwould enable them to put a stop to any future promotional mailings)\r\n\r\n2. Some beneficiaries are entitled to a copy of the Will. For example, if they receive a share of the residue of the estate (what is left after any specific gifts have been made), you should provide such beneficiaries with this and also a list of the late benefactor\u2019s assets and liabilities at the date of death.\r\n\r\n3. You should also provide them with reasonable updates about the estate administration.\u00a0This will allow them to understand the nature and contents of the estate and approve any key steps which you take during the administration, for example agreeing the sale price of a property. Such consultation can avoid problems arising in the future.\r\n\r\nHow is the tax calculated?\r\n\r\nUK registered charities are exempt from paying Inheritance Tax, Capital Gains Tax and Income Tax.\r\n\r\nIf the estate contains a mixture of charitable and non-chartable beneficiaries, you should check the percentage of Inheritance Tax payable.\u00a0If 10% or more of the net estate is left to charitable beneficiaries, a lower amount of Inheritance Tax (36%) may be payable on the non-charitable parts of the estate.\u00a0You can check whether or not this lower rate will apply at Gov.uk.\r\n\r\nWho can I contact for further\u00a0guidance?\r\n\r\nIf you are acting as an executor, you can\u00a0find a solicitor in your local area who will be able to help answer any further questions you have.\r\n\r\nYou may also find our Will Writing Jargon Buster useful.