The process for settling someone's affairs will depend on whether you choose to do it yourself, or appoint a professional to act on your behalf.
Appointing a professional can be a good idea and, if you are dealing with a complex estate, could be essential. See the guide to probate solicitors for more information on how to decide.
If you choose to administer the will yourself, you'll need to submit the relevant applications. We explain how to do this in our grant of probate gude.
You'll then need to gather all the deceased person's assets and distribute them to the beneficiaries.
This will involve notifying banks, building societies, and relevant government departments (such as the council and HMRC) of the person's death, settling up any accounts they hold, tallying up their assets and liabilities, paying off any inheritance tax that might be owed, and then distributing their assets.
Helpfully, most government departments can be notified in a single move, via the 'Tell Us Once' service, including councils, the DVLA, the Passport Office, the Department for Work and Pensions (if they were receiving benefits or a state pension), and HMRC. If the person was receiving Armed Forces Compensation Scheme Payments, Tell Us Once will also contact Veterans UK.
You can also notify some of the main high street banks, and other member organisations, at the same time using the Death Notification Service.