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Sample estate — demo data, no sign-up. Demo tools (this bar, “Explore as”, the side menu) are not part of the product. Pre-quote request
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Estate of David Richards · Executor

Items handed over Free

When you mark an item as handed over, the person it is going to gets a card with one button to confirm they have it. You can see each item's status here.

Demo screen. Margaret Richards is acting as executor. The dates and items are examples. Nothing is sent.

Nothing is saved in this demo.

Timeline: Hornby R3456 engine to Daniel

    If Daniel does not answer, you can mark it received yourself, but only after 7 days and one reminder. The final record then says "Marked received by executor", so everyone can see who confirmed it.

    Handing over to a child: TT programmes for Adam

    Adam is 12. He cannot sign for himself, so the card goes to someone who can sign for him. You choose who.

    The card goes to Sarah Richards, Adam's parent: "Sign for Adam as their parent or guardian". The final record shows Adam as the recipient and Sarah as the person who signed.

    If you are the only executor and also the child's parent, you can hand over and sign for the child yourself. The final record then says "Handed over and signed for by the same person (sole executor and parent)". With joint executors, one hands over and the parent signs, as here.

    Choose "Trustees named in the will" when the will puts a gift on trust for a child. See the card they get.

    Notice: an item was declined

    Daniel Richards declined the signed TT race poster on Wed 10 Mar 2027. It has moved to your unclaimed items, marked "Declined by Daniel Richards".

    A declined gift usually falls into the residue of the estate, so check the will before choosing dealer, charity or keep.

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