Guide
Executor checklist: what an executor does
Being an executor means carrying out the wishes in someone’s will. It can feel daunting, but it breaks down into a manageable sequence.
At a glance
- Confirm the will and who is authorised to deal with the estate.
- Value assets and debts, deal with tax, and apply for the relevant court authority if needed.
- Pay debts before distributing the estate, and keep clear records.
- Rules and terminology differ in England and Wales, Scotland, and Northern Ireland.
Your main responsibilities
- Find the will and confirm you’re named as executor
- Register the death and order certificates
- Value the estate — assets and debts at the date of death
- Apply for probate, letters of administration or confirmation if needed
- Settle any debts and tax (including Inheritance Tax)
- Distribute what’s left as the will sets out
- Keep clear records throughout
Where to go
The official UK services and trusted support for this — so you can act, not just read.
- Applying for probateGOV.UK Probate guidance for England and Wales, with links to Scotland and Northern Ireland.
- Dealing with an estate in ScotlandScottish Courts Official guidance on confirmation and administering a Scottish estate.
- Probate in Northern Irelandnidirect Official Northern Ireland probate guidance.
- Valuing an estateGOV.UK How to work out the value of the estate for Inheritance Tax.
- Inheritance TaxGOV.UK Thresholds, what’s due, and how to pay.
General information to help you find your way — not legal or financial advice. Last reviewed June 2026.