The Executor Education Programme

Your legacy in safe hands

The Executor education programme combines the expertise of Close Brothers Asset Management and carefully selected law firms across the UK. We believe this programme is the first of its kind and will help address many of the challenges executors face.  

Close Brothers Asset Management provides a comprehensive and award-winning* financial planning, investment and education service to professionals, business owners, retirees and other high-net-worth individuals.

The programme will support and educated named Executors/Clients to provide them with a better understanding of the following: 

  • The legal responsibilities and obligations of an Executor
  • Practical requirements and implications, orderly paperwork, reducing long term cost
  • The process of managing an estate post death
  • The forms/documentation required
  • Record keeping requirements
  • Communicating with beneficiaries and authorities
  • Hints and Tips, "The Executory Questionnaire"
  • The "Jargon Buster" document
  • The Do's and Don'ts of Executory
  • When to seek help and where to go for it

* STEP Financial Adviser Team of the Year 2014/15 and 2015/16. PAM Awards 2017 – Client Service Quality (HNW) and Investment Performance – Cautious Portfolios. Reward (VIB) – Best Financial Education Provider 2016.

If you are using this site for the first time, you will need to Register your details in order to book onto an event.  If you have already registered, please log in to reserve a place. 

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