A seven-point adviser-to-executor handover guide covering authority, disclosure, date-of-death values, evidence and bereavement communication.
This guide is part of ProbateHelp's Probate Process guide cluster. Estimated reading time: 10 min.
They can report the death and ask what evidence the firm requires. Their family relationship does not by itself establish that they may instruct the firm or receive the whole client file. The firm should apply its authority, confidentiality and disclosure process before releasing information.
No. GOV.UK says a lasting power of attorney usually ends because the donor has died. A former attorney may also be an executor or beneficiary, but that is a different role and must be checked separately.
Not by itself. The figure can be important evidence, but the personal representatives must still identify the wider estate, ownership, debts, gifts, trusts, exemptions, reliefs and the correct reporting route. State the date, basis and whether the valuation is provisional or final.
At minimum, record who made contact, what established their role, the holdings and balances at death, relevant ownership or nomination information, pending transactions, what remains restricted, who owns the next action and when an update is due.
No. It is a working handover framework for professional review. It does not replace a firm's bereavement procedure, regulatory duties, provider requirements or legal and tax advice.