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Executry management

Coping with the death of a loved one is traumatic. It is often made worse by having to deal with unfamiliar legal procedures before the estate can be wound up and distributed to the intended beneficiaries.

You may be appointed as executor of the estate, and are suddenly faced with daunting responsibilities. Without advice, it can be difficult to know where to start.

Clear advice

We will combine warmth and compassion with clear, practical support and advice. We can research the estate for you, and make sure the Executors comply with all of their responsibilities to the deceased person, and to the beneficiaries. We can provide as much or as little assistance as you need, from initial advice and guidance, to dealing with the whole of the administration on your behalf.


At Morton Fraser we have a highly experienced and highly qualified team of Executry lawyers and paralegals who concentrate solely on estate administration. This involves legal, tax, financial and sometimes international issues.  We combine warmth and compassion with clear, practical support and advice.

We can research the estate for you, and help the Executors comply with all of their responsibilities. We deal with Confirmation (Probate) to ensure this is granted by the Court as quickly as possible. We make sure a surviving spouse has access to money and pay special attention to underage beneficiaries, children from previous marriages and beneficiaries with disabilities or learning difficulties. We can also help organize funerals and house clearances and put any desired house sale into the hands of our in-house Estate Agents.

Ellen Fraser

Ellen Fraser

Stuart and I adore having the family around. I love it that they all feel they can come back to us. Change is in the air though. Plus, I’d like to take my antique business to the next level.

Our approach to fees

We like to meet with you and obtain as much detail about the estate as possible. After our initial review of the papers, we will quote the likely cost. We think this is fairer than charging a percentage of the value of the estate, or quoting an open-ended hourly rate.


Our services include:

  • Acting on behalf of the Executor
  • Helping to organise the funeral
  • Researching and administering the Estate
  • Ensuring Confirmation is granted as quickly as possible
  • Negotiating with HMRC
  • Ensuring all required reporting is accurate
  • Working to minimise tax
  • Organising the division of investments among the beneficiaries
  • Distributing personal effects and house contents among beneficiaries
  • Organising house clearances
  • Selling the deceased’s house if required