Executor Package
Patrick D Williams Estate PlannersThe Complete Brief
Executor Package
Acting as an executor is a significant responsibility most people undertake without any prior experience. Our Executor Package is a complete operational manual handed to your executor on your death. The Executor Package now includes our new coffee table book, “The Complete Guide to Estate Planning”, to read at your leisure while sipping a latte or mocha at your coffee table.
The average probate process takes 9–12 months — this package removes the guesswork for your executor.
Key Benefits
Complete Asset & Liability Register
Every asset and liability catalogued, valued and cross-referenced to the relevant institution.
Institution Directory
Every bank, insurer, pension provider and adviser listed with account references and contacts.
Step-by-Step Probate Roadmap
A plain-English timeline from registering the death through to final distribution.
Prepared Documentation Suite
Template letters for institutions and HMRC, plus a pre-populated probate application form.
Our Process
Executor service-Price £150
