Executor Coaching & Support

(Including Digital Assets)

Clear, practical help for executors, helping you move forward with confidence, without handing everything over to a solicitor.

Being named as an executor can feel overwhelming.

Many people don't know:

• What to do first

• What their responsibilities are

• How to deal with the practical side of an estate

• What to do about digital assets

That's where we help.

What we help with

Getting Started and Core Responsibilities

• Understanding your role and legal responsibilities as an executor

• What to do first after someone passes away

• Guidance on gaining authority to act (e.g probate process)

• Advice on what information needs to be gathered and submitted

• Guidance on how to identify and value estate items correctly

• Guidance on working with banks, institutions, and service providers

Avoiding Problems & Complex Situations

• Identifying digital assets (including cryptocurrency and online accounts)

• Guidance on how to access and manage digital assets appropriately

• Avoiding common mistakes that can delay or complicate the process

• Knowing when to involve a solicitor — and when you may not need to

• Support with more complex or unclear situations

Our aim is simple — to help you move forward with clarity, confidence and control, knowing you're doing things the right way.