UHY Ross Brooke Chartered Accountants

Do I have to act as an Executor?

accountant for wills, probate IHT and estate planning

If you have been appointed in a will to act as executor, you don’t legally have to do this.

If you’re not comfortable or able to take on the responsibility, you can decline.

To do this, you would typically file a formal renunciation with the probate court using a PA15 form. Once you submit this form to the probate office, you can’t change your mind later.

There is also an option to reserve your power as executor if you do not want to act initially but may wish to, if the need arises, at a later stage. For this arrangement the proving executor must formally give notice on the probate application to whom power is reserved and it must be stated on the statement of truth document which is signed by the proving executors. Where power is reserved to partners in a firm, the notice can be detailed as the partners of the firm and not the individuals.

If you haven’t started handling any part of the estate, it’s relatively simple to step aside. If there are other named executors, they can often continue without you. If not, the court can appoint someone else, like a family member or professional.

However, if you’ve already started managing the estate (like paying bills or contacting beneficiaries), the court may need to approve your withdrawal.

If you are the only executor and any of your beneficiaries are under 18 years old, or are including a trust, you’ll need at least 2 executors.

Deciding not to act is a serious decision. The deceased chose and trusted you to be their executor and to handle their affairs.

We can’t guarantee how long it will take to get probate but one submitted last week has already been approved – well done, HMCTS! If you are facing probate, do get in touch. We can help make it easier for you at a difficult time.

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Find out more about probate and estate administration

For more details about our range of probate services, please get in touch through the form or download our Probate services brochure.

Meet our probate specialists in Abingdon

We are highly experienced and licensed probate practitioners, licensed by the Institute of Chartered Accountants in England and Wales (ICAEW), a licensing body for probate.

As full members of STEP (Society of Trust and Estate Practitioners) our services include probate activities, will writing, estate planning, applications for grants of probate, the administration of estates and the administration of trusts. We can advise on and minimise tax liability on Inheritance Tax and taxes related to trusts and estates.

We have the experience to ensure that the management of the estate will be handled professionally and sensitively. To find out how we can help you, please fill in the form below to contact one of our probate advisors in Abingdon.

Our probate specialists are based in Abingdon, Oxfordshire, and we have 4 offices across Berkshire, Oxfordshire and Wiltshire, and look after probate, estate, trust and tax clients from all across the UK.

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Ken (Probate)

I doubt if anyone else could achieve such a speedy and satisfactory conclusion.

I was not expecting the Grant of Probate for another few months. I greatly appreciate your advice and the priority you have given me in this matter.

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