Dealing with the estate of someone who has died can be emotional and complicated. At Morgans, solicitors in Dunfermline and Kinross, we assist families across Fife and all of Scotland with every aspect of estate administration — known in Scotland as Executry work, and as Probate in England. Our experienced team offers clear, practical guidance to navigate the legal and financial steps involved.
Helping you through a difficult time
When a loved one passes away, there are many legal and practical matters to address. Assets must be identified, debts settled, and property transferred or sold. If the person left a Will, their wishes must be honoured. If not, their estate will be distributed according to the law of intestacy.
At Morgans, we recognise that this can be a distressing time. Our solicitors provide compassionate, straightforward advice, handling all the necessary paperwork and court applications for you, so you can concentrate on what matters most.
Understanding Executry and Probate
The process of winding up an estate varies slightly between Scotland and England.
- In Scotland, the process is called Executry and involves applying for Confirmation from the Sheriff Court. This grants the executor legal authority to manage the deceased’s assets.
- In England and Wales, the similar process is known as Probate. Although Morgans are Scottish solicitors, we can collaborate with English agents, if needed, to deal with a Probate matter.
We will explain everything clearly and ensure that the correct procedure is followed.
How Morgans can help
We help with all parts of estate administration, including:
- Registering a death and obtaining the death certificate.
- Verifying the existence of a valid Will and determining the executors.
- Preparing the inventory of assets and liabilities.
- Applying for Confirmation on behalf of the executor
- Gathering and allocating the estate’s funds.
- Settling debts, taxes, and expenses.
- Preparing estate accounts for executors and beneficiaries.
Whether the estate is complicated or simple, we offer efficient, professional support from beginning to end.
Why engage Morgans?
✔ Local expertise – We’ve guided families in Dunfermline, Kinross, and across Fife through the executry process for decades.
✔ Personal, compassionate service – We recognise that each family’s circumstances are unique and handle matters with care and discretion.
✔ Efficient handling – Our experienced team ensures estates are managed properly and without undue delay.
✔ Specialist advice – We can advise on all aspects of dealing with an estate.
Need help dealing with an estate? Let Morgans guide you
If you’ve lost a loved one and require assistance with the executry process, contact Morgans today. Our solicitors in Dunfermline and Kinross will manage all aspects of estate administration with sensitivity, efficiency, and professionalism.
Frequently Asked Questions
What is the difference between Executry and Probate?
Executry is the Scottish term for administering a deceased person’s estate. In England and Wales, the equivalent process is called Probate.
What is “Confirmation”?
Confirmation is the legal authority granted by the Sheriff Court in Scotland that enables the executor to access and distribute the deceased’s assets.
Do I need a solicitor to deal with an estate?
No. However, where there is a will it is up to the Executors appointed to decide whether they require assistance from a Solicitor.
What if there is no Will?
If there is no Will, the estate is considered intestate. An executor needs to be appointed by the Court and that will require the assistance of a Solicitor. Where Confirmation is required for estates where an Executor has been appointed by the Court, an insurance Bond is required. It is a standard condition of that Bond that a Solicitor will need to be instructed to deal with the entire Administration of the estate. We can assist you in applying to be appointed as an executor and ensure the estate is distributed according to Scots law.
Can Morgans help if the estate includes property in England?
Yes. We frequently deal with property outwith Scotland on behalf of our client and, where appropriate, liaise with other professionals in that jurisdiction.