The main task of the Executor is to identify all the assets, including property, possessions, bank accounts and shares, of the deceased individual to have their estate valued accurately at the date of death. The assets must be listed in an Inventory.

The Executor has to apply for Confirmation to the local Sheriff Clerk by lodging the relevant forms and Inventory. Confirmation is the legal document that gives the Executor the authority to administer the estate. This is required before banks, organisations and individuals will release any money or property belonging to the deceased.

Our next Ask the Expert session will discuss the process of obtaining Confirmation in Scotland and will be held on 26 March 2024 by our local expert Laura McKinlay.

To book a time with Laura to ask a question contact us on:

📧 asktheexpert@parissteele.com

Our dedicated expert will be happy to provide initial advice, signpost you to additional sources of support or provide a fee quote for more in-depth assistance.