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MyFamilyInherits — Executors & personal representatives
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David Richards’ estate› Executors
Legal · Executors

Who you trust to carry out your will

An executor is the person you appoint to settle your estate after you die — gathering what you owned, paying any debts and tax, then passing the rest to the people you’ve named. You can change who they are at any time, and they’re only told when the time comes.

Role & powers checked against the open INHERIT standard · E&W · reviewed: Stable

Your appointed executors

Legal
1 of 2 readyappointed & agreed
SR
Sarah Richards
Daughter
Primary
sarah.richards@gmail.com
07700 900142
Glasgow, Scotland
Full authority Can act alone Sell property
Readiness
Has agreed to actYes
Knows where the will isYes
Has the solicitor’s contactYes
ST
Stephen Richards
Son
Primary
stephen.richards@gmail.com
07700 900188
Dublin, Republic of Ireland
Full authority Acts jointly with Sarah
Readiness
Has agreed to actYes
Knows where the will isNot yet
Has the solicitor’s contactNot yet
+
Add another
Up to 4 in England & Wales
Many people name two, so the work can be shared, plus a substitute as backup.
How many should you name? In England & Wales you can appoint up to four, and the court will act on a maximum of four at once. Naming two is common — they can share the work and cover for each other — with a substitute in case someone can’t act when the time comes.

Lay or professional?

Choice You can name family, a professional firm, or both together. There’s no wrong answer — it depends on the estate.

A family member or friend

  • No professional fee — they may reclaim out-of-pocket costs
  • Knows you and the family
  • Best when the estate is straightforward

They can still pay for professional help out of the estate when they need it.

A professional firm

  • Spares the family the admin and the deadlines
  • Useful for a larger estate or an inheritance-tax bill
  • Regulated — SRA, CIOT or STEP

They charge a fee, usually a percentage of the estate or an hourly rate — you’ll see each firm’s own pricing before you choose.

What they’ll face after a death

Tax & duty Not work for you to do now — a plain-English preview of their job. Recording your estate makes every step easier for them.
Your executors must report the estate to HMRC and pay any inheritance tax before probate is granted. On your recorded estate that looks likely, so we’ve flagged the steps that matter most.
1
Value the estate
Add up everything you owned — home, savings, possessions — and subtract debts. This figure decides whether tax is due.
Your record: 1 property · 12 items
£1,180,000
estate value
2
Report to HMRC on the IHT400 account
The IHT400 is HMRC’s full inheritance-tax return — assets, gifts and the allowances claimed.
Due within 12 months of death
3
Pay any inheritance tax
David is a widower, so his late wife’s unused nil-rate bands transfer — lifting the tax-free threshold to £1,000,000 (£325k + £325k transferred nil-rate, plus £175k + £175k residence bands). A 10% charitable gift also reduces the rate to 36% on what remains. Paid before probate.
Taxable slice £62,000Pay by end of 6th month after death
£22,320
estimated IHT
4
Apply for the grant of probate
Probate is the legal authority to deal with the estate. Once HMRC has processed the return, your executors apply for the grant, collect assets, then pay beneficiaries.
Then: distribute to your 3 beneficiaries
These figures and role notes are illustrative & provisional — guidance computed from your recorded estate against the open INHERIT standard’s England & Wales rules. They are not legal or tax advice, and you will never be charged automatically.

An executor is the person you appoint to carry out your will. In England & Wales and Northern Ireland you can name up to four; many people name two to share the work, plus a substitute as backup. Terminology and process differ by jurisdiction — Scotland calls the grant confirmation rather than probate, and in the Republic of Ireland the executor applies to the Probate Office, with beneficiaries facing Capital Acquisitions Tax rather than UK Inheritance Tax. Role definitions, powers and the duty checklist are computed against the open INHERIT standard’s rules for your jurisdiction (status: Stable, reviewed by a named reviewer). Professional executor and adviser services are delivered by the regulated firms shown.

Built on INHERIT v2

This demo is built on INHERIT v2 — an open standard for describing an estate. We show you honestly which parts of this screen the standard can hold today, which are planned, and which are still gaps.

  • Supported now5 entriesThe standard already has a place for this today.
  • Supported now · shared core0 entriesSupported by the part of the standard shared across our brands.
  • Planned2 entriesA change proposal covers this. Where we can check the standard’s own record, we show its status.
  • Gap — needs planning0 entriesOn the screen, but no change proposal covers it yet. These still need planning.
  • Not a standard concept0 entriesPage furniture, or something we decided the standard should not hold.

7 traced entries on this screen, from two overlapping traces

Each entry comes from either the screen’s feature list or the data the screen displays. The two traces overlap, so one feature can appear twice: these are entries, not a count of distinct features.

  • PlannedAdvanced per-jurisdiction sign-off ledger

    ICP-0015 Legal-assurance model (pending in the standard)

    traced from the data this screen displays

  • PlannedExecutor readiness facet

    ICP-0033 Executor pre-death readiness facet

    traced from the data this screen displays

  • Supported nowCo-executors (Sarah primary, Stephen secondary; acting jointly)

    Comes from: record.executors

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowGrant type

    Comes from: record.executors.0.grant_type

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowLegal-assurance badge ("Computed against INHERIT v2 · reviewed: Stable")

    Comes from: record.legal_assurance_records.0

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowPR terminology by jurisdiction

    Comes from: record.executors.0.role_terminology

    a field on the validated INHERIT v2 estate record

    traced from the data this screen displays

  • Supported nowexecutors.appointment

    In the standard as: Probate · Executor

    traced from the screen’s feature list

The 30 change proposals this demo relies on

A change proposal (ICP) is a tracked request to extend the standard. These are the ones behind the “Planned” features across all 32 screens — and the few already adopted and built. Where the standard has a written proposal we show its status from the standard’s own record; where it does not, we say so rather than guess.

  • ICP-0001 · TT-657 — Port v1 consumer-estate surface into v2 (approved in the standard)
  • ICP-0002 · TT-658 — IHT 36% reduced charity rate (approved in the standard)
  • ICP-0006 · TT-663 — Marketplace & dealer model (tracked; no written proposal yet)
  • ICP-0007 · TT-664 — Valuation lifecycle enrichment (tracked; no written proposal yet)
  • ICP-0008 · TT-665 — Delegation, stewardship & marketplace integrity (tracked; no written proposal yet)
  • ICP-0013 · TT-672 — Condition grading (tracked; no written proposal yet)
  • ICP-0014 · TT-673 — Collector records bundle (tracked; no written proposal yet)
  • ICP-0015 · TT-674 — Legal-assurance model (pending in the standard)
  • ICP-0016 · TT-681 — Professional engagement & marketplace data model (approved in the standard)
  • ICP-0019 · TT-684 — Executor / personal-representative appointment & powers model (pending in the standard)
  • ICP-0020 · TT-685 — Distribution-logic primitives: survivorship, age-contingent, abatement, cy-près (pending in the standard)
  • ICP-0021 · TT-686 — Wishes, directives & plan-assessment primitives (pending in the standard)
  • ICP-0022 · TT-1029 — Post-death estate-administration & will-lifecycle domain (pending in the standard)
  • ICP-0024 · TT-1031 — Nomination / expression-of-wish — non-testamentary transfer route (pending in the standard)
  • ICP-0026 · TT-1033 — Free-text→structured multi-entity extraction (pending in the standard)
  • ICP-0027 · TT-1034 — Living-Monitoring change-event model (pending in the standard)
  • ICP-0028 · TT-1040 — Couple / mirror-vs-mutual wills modelling (pending in the standard)
  • ICP-0029 · TT-1068 — Insurance-cover model (pending in the standard)
  • ICP-0030 · TT-1069 — Catalogue item-import adapter (pending in the standard)
  • ICP-0033 · TT-1131 — Executor pre-death readiness facet (tracked; no written proposal yet)
  • ICP-0034 · TT-1132 — E&W IHT spouse exemption (tracked; no written proposal yet)
  • ICP-0044 · TT-1143 — Steward/authority-grant remuneration facet + paid-helper undue-influence safeguard (tracked; no written proposal yet)
  • ICP-0045 · TT-1014 — general Media/attachment primitive (tracked; no written proposal yet)
  • ICP-0046 · TT-1144 — Multi-opinion / consensus valuation shape (tracked; no written proposal yet)
  • ICP-0047 · TT-1145 — Compute faith fixed-shares (tracked; no written proposal yet)
  • ICP-0052 · TT-1172 — Funeral & farewell domain (tracked; no written proposal yet)
  • ICP-0054 · TT-1174 — Asset-side external-registry enrichment (tracked; no written proposal yet)
  • ICP-0055 · TT-1175 — Asset enrichment facets: maker/external-id (tracked; no written proposal yet)
  • ICP-0061 · TT-687 — Heir collaboration & asset-claim resolution (tracked; no written proposal yet)
  • ICP-0062 · TT-688 — Collections & asset disposition (tracked; no written proposal yet)

Checked against a pinned copy of the standard’s change-proposal register (69 proposals, standard at main@f63ca72e116d), and against the standard’s own record of what it has adopted (24 written proposals, 66 computed rules). Sample estate — demo data, no sign-up.