Executor's First Hour — intake

Executor's First Hour Brief · £179Delivered within 12 hours

● If you need help now

Activating nowenvoy.valoren.ukSamaritans116 123Cruse0808 808 1677Advisorsadvisors@valoren.uk

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Saves as you go · answers stay on this device until submitted

Section 1

Your details

Your name and contact details as the executor. These appear on the cover of your brief and are used for delivery.

Your full name

Your email address

We will send your payment link and your completed brief here.

Your phone number· optional

In case we need to reach you quickly. Not shared.

Your role

Section 2

The person who has died

The details of the person who has died. Their name, address, and the date of death shape the opening section of your brief and any correspondence references.

Full name

Date of death· optional

Your relationship to them

Their address· optional

Used in the cover of your brief and any correspondence sections.

Section 3

The estate

A brief picture of the estate — enough to frame the right first steps. Rough answers are fine at this stage.

Is there a will?

Property in the estate?· optional

Approximate estate value· optional

A rough band — helps frame the IHT position and next steps.

Bank accounts in the estate?· optional

Section 4

Additional context

A few questions about the complexity of the estate. These help us identify where the brief needs to go further.

Other executors?· optional

Business or partnership interests in the estate?· optional

Foreign property or overseas assets?· optional

Could the estate's debts be more than its assets?· optional

Changes the order administration has to happen in — worth flagging even as a rough guess.

Is any part of the estate held in a trust?· optional

Section 5

Right now

Tell us what is most pressing. The brief is ordered around your most immediate concerns — the first hour, then the first week.

What concerns you most this hour?· optional

The specific question or task you most need answered — who to call, what to do with the bank, what happens with the will. The more specific, the better we can tailor your brief.

0 / 600

Anything else we should know· optional

Any specific instructions, complications, or context that doesn't fit the sections above.

0 / 600

Fill required sections above to submit

Required: your name, email, your role, the name of the person who has died, your relationship to them, and whether a will exists

Submit your detailsExecutor's First Hour Brief · £179

Your brief will be ready
within 12 hours of payment.

Prepared by a dedicated Signum specialist — personalised to this estate, delivered within 12 hours. The right first steps in the right order, so you know exactly what to do — and what not to do — before the day is out.

Your brief covers

The first hour

who to notify, in what order, and what not to do before you have spoken to the right people

The will and the estate

what the will means for your role, your powers, and where to start

Banks and institutions

what happens when you notify them, what they will ask for, and when

The first week

a time-phased checklist of what needs to happen before probate is applied for

Your specific questions

the concerns you flagged above, addressed directly

Still needed to submit: your name · a valid email · your role · the name of the person who has died · your relationship to them · whether a will exists

Payment link within one hour of submission · hello@valoren.uk