Executor concern letter
Prepare offline questions about stage of administration, probate or confirmation status, main assets, asset sales, separate estate account, debts, tax, estate accounts, and reasons for delay.
Prepare offline
Offline preparation prompts
This page gives prompts to use in a private offline document or with a professional adviser. Do not type private evidence, medical details, financial records, crime allegations, or family evidence into this website.
No evidence intake
This site does not collect, store, submit, or upload case information. Use these prompts as headings only. Keep sensitive details offline and take them to a solicitor, safeguarding route, police route, court route, regulator, or support service where appropriate.
Offline source note: label each private note with jurisdiction, date found, source document, who holds the original, and whether a qualified adviser has checked the route. Do not turn suspicion into legal labels without advice.
Private offline headings
| Heading | What to prepare privately |
|---|---|
| Jurisdiction | England and Wales, Scotland, Northern Ireland, or unknown. |
| Urgent timing | Death date, probate or confirmation status, caveat or standing search dates, and any approaching limitation issue. |
| Will history | Known earlier wills, suspected later wills, codicils, storage locations, solicitors, will writers, and search steps. |
| Who arranged what | Appointments, transport, solicitor contact, payment, witnesses, access to phones, post, keys, bank cards, and documents. |
| Source documents | Keep a private list of records, where each came from, who holds originals, and what still needs checking. |
| Professional route | Solicitor, safeguarding, police, HMRC, OPG, court, ombudsman, support charity, or another specialist route. |
Larke v Nugus request
In England and Wales, a Larke v Nugus request can ask the will drafter for information about instructions, capacity checks, attendees, previous wills, reasons for changes, and execution. Advice is safest before sending if allegations are serious.
Keep the boundary clear
- Do not publish names, allegations, private documents, or identifying family evidence on public websites.
- Do not email sensitive material to a general inbox without checking who receives it and why.
- Do not upload health, care, capacity, financial, crime, or family evidence unless the privacy model is clear.
- Use the Terms and Scope page to understand why this website is a handbook, not a place to submit private evidence.