Executor Support Service
Practical Guidance for Executors and Administrators
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 Heredix can help.
What we help with
Getting Started and Core Responsibilities
Understanding what needs to be done and in what order
Knowing your responsibilities as an executor
Guidance on probate and authority to act
Help identifying and valuing estate assets
Dealing 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.
How the Service Works
Step 1 - Initial Complimentary Consultation
Usually less than 30 minutes. We discuss your situation and explain how the service works.
Step 2 - Estate Overview
We provide an Estate Overview template for you to complete
Step 3 - Review and Preparation
We review the information provided and prepare your personalised action plan
Step 4 - Review and Action Planning Session (£345)
Detailed review session, covering your estate overview, next steps and personalised action plan
Step 5 - Executor Support Guide
You receive a tailored Executor Support Guide and written action plan.
Step 6 - Additional Support if Required (£95)
Not always required, but available on request
Fees
Executor Support Service: £345
Includes an initial consultation, Estate Overview review, personalised review and action planning session, a tailored Executor Support Guide, and a written action plan to help you move forward with confidence.
Additional Support Sessions: £95
Available where further assistance is required
Heredix may also work alongside solicitors and other professional advisers where specialist legal, tax or financial advice is required.
Our Role
We guide executors through the process — we don't replace them.
We do not act as the executor or administrator of the estate. Instead, we provide guidance to help you understand the process, make informed decisions, and carry out your role with confidence.
Get Clear Guidance on what to do next
If you've been named as an executor and aren't sure where to start, we're here to help.
Email us with a brief outline of your situation, and we'll respond with clear next steps and how we can support you.
