Estate of David Richards · Executor
Close David's estate
Close the estate when the work is done. Nothing is deleted straight away. The account becomes read-only, and everyone with access can keep a copy of the record.
Demo screen. Sarah Richards is acting. Nothing is closed or sent.
What happens next
- The account becomes read-only for 12 months. Nobody can add, change, sell or gift anything. This cannot be extended.
- Everyone with access can download the final record, as a printable PDF and a spreadsheet. That means executors, heirs and the steward.
- The other executor is told. Margaret gets a message now that you closed it, and the log says you did.
- After 12 months, the account is deleted. We warn everyone 30 days and 7 days before, with a link to download the record. We keep only the anonymised log and fee entries we need for accounting.
If you close it on Mon 15 Mar 2027, the account is deleted on Wed 15 Mar 2028.
Before you close it
- Sales, gifts and donations are finished and recorded.
- Heirs have confirmed they received their items, or you have marked them received.
- You have followed the will, including any residue clause. We are a tool, not legal advice.
Your estate record
Create your free account to start your estate record
One convenient place to keep all your will data between fresh wills, so the next will starts from what you already know instead of from a blank page.
Free to start. No card, and you will never be charged automatically.
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