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Executors Factsheet PDF.pdf

help_for_heroes_advice-for-executors-factsheet.pdf
Preview of Executors factsheet PDF
🔗 Source: helpforheroes.org.uk
📊 Size: 142 KB
👤 Author: Beth Brook
⬇️ Downloads: 71

Summary

The prospect of taking care of a loved one’s estate can be daunting but, with the right information and a bit of preparation, you will be able to carry out your family member or friend’s last wishes correctly and in keeping with the law and regulations. If you are the executor of a will in which Help for Heroes has been mentioned, guidance is available on the responsibilities of an executor in estates where charities are named as beneficiaries.

If Help for Heroes has been left a cash gift, send a cheque for the correct amount with a covering letter detailing the deceased’s name and address. If a share or percentage of the estate has been left, certain information is required, including a copy of the Will, a list of the estate’s assets and liabilities, and other documents.

Before distributing the estate, information such as a photocopy of the will, a schedule of assets and liabilities, and estate accounts is needed. Once ready to distribute, a cheque can be sent to Help for Heroes or a BACS transfer arranged. Gifts will be used to help as many people as possible, and while physical memorials cannot be arranged, every legacy is appreciated and valued.

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Description

The prospect of taking care of a loved one’s estate can be daunting but, with the right information and a bit of preparation, you will be able to carry out...

Technical Information

  • File Format: PDF
  • File Size: 142 KB
  • Pages: 2
  • Language: EN
  • Author: Beth Brook
  • Total Downloads: 71
  • Last Updated: 5 months ago

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