Executry administration—checklist

Copyright © 2025 LexisNexis
Produced in partnership with Jacqueline Leslie of Harper Macleod LLP
Checklists

Executry administration—checklist

Copyright © 2025 LexisNexis

Produced in partnership with Jacqueline Leslie of Harper Macleod LLP

Checklists
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FORTHCOMING CHANGE: The Trusts and Succession (Scotland) Act 2024 received Royal Assent on 30 January 2024, marking the first review of trusts law in Scotland in over 100 years since the principal legislation, the Trusts (Scotland) Act 1921, was passed. The trusts provisions will require secondary legislation from Scottish Ministers to be brought into force whereas the provisions relating to succession law will come into effect on 30 April 2024. The main changes to modernise the law are summarised in News Analysis: Trusts and Succession (Scotland) Bill passed. Practice Notes on areas of Scottish trusts and succession law will be updated further to reflect this new legislation.

This Checklist provides guidance on the administration of estates where the deceased died domiciled in Scotland.

AImmediately after death
1Register the death
1.1Obtain medical certificate giving cause of death
1.2Arrange appointment with local Registrar of Births, Deaths and Marriages and register the death
1.3Obtain Extract Death Certificates
2Arrange the funeral
2.1Check
Jacqueline Leslie
Jacqueline Leslie

Harper Macleod LLP

Jacqueline specialises in Wills, inheritance tax planning and the administration of estates, both straight forward and complex. She has many years of experience in the creation, administration and winding up of all types of trust, including personal injury trusts. Jacqueline also prepares financial and welfare powers of attorney for clients and acts for clients in the creation and administration of guardianships.

She is also member of STEP (the Society of Trust and Estate Practitioners), the worldwide professional association for practitioners dealing with family inheritance and succession planning.

Jacqueline is accredited by the Law Society of Scotland as specialist in Trust Law.

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United Kingdom

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