Although the role of an executor and trustee is different, there is a lot of overlapping and they are generally the same people who would act on both roles.

With just a few clicks, you can choose whom you would like to be your executors/trustees.

Their role includes:

  • Collecting your Will and bringing it to the court for probate.

  • Liaising with the court or solicitor to collect your estate.

  • Valuing your assets and settling estate duty formalities (if applicable).

  • Clearing any of your debts and liabilities.

  • Distributing your estate in accordance with your Will.

  • If there are minor children, they would hold your assets on trust until the children reach adulthood.

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