A BASIC GUIDE TO THE ADMINISTRATION OF ESTATE
英国での遺産手続きについて覚えておくべき基本事項10項
This article provides English and Japanese speakers with the first steps to take when a loved one passes away.
When someone dies, a number of things should be organised – including various documents to be collected, checked and completed. This is a quick guide when dealing with the deceased’s estate, especially when you are a family member and/or a personal representative (PR) of the deceased.
近しい方が亡くなった折、英国様々な手続きが必要になります。故人のご家族や近親者、Executor/Executrixなどが、故人の死後の諸手続きをされる折の備忘録としてご参照ください。
Step 1: Registration of the death 死亡の登録
Registration of the death should be done within five days of death.
Step 2: Find out if there is a will 遺書があるかどうかの捜索・確認
The will should state who is/are the executors and they will be responsible for carrying out the deceased’s wishes.
If there is no will, the next of kin usually becomes the administrator of the deceased’s estate.
Executors and administrator are referred to as personal representatives (PRs)
Step 3: Contact family and friends of the deceased (if this is not yet done)
ご家族・友人等への訃報のお知らせ
Step 4: Arrange the funeral お葬式その他ご遺体に関する手配
If the family wishes to arrange the funeral, it is important that all personal representatives (PRs) be kept informed and agree to the arrangement.
Step 5: Contact all banks, insurance and other companies/firms with whom the deceased had dealings
銀行やその他金融機関、保険会社など、故人のアカウントがある全業者に通知
Bear in mind that the deceased’s accounts will need to be closed or put on hold or transferred.
Step 6: Make suitable arrangements for the deceased’s minors and pets
未成年扶養家族やペットに関するアレンジ
Step 7: Personal Representatives (PRs) to establish the value of the Deceased’s estate
故人の遺産額の計算
Exact figures are required for the values of assets and liabilities at the date of death
Step 8: PRs to complete the inheritance tax (IHT) form(s) and arrange payment(s)
IHT税申告及び支払い
You may need assistance from your solicitors.
Step 9: PRs to apply for a grant of representation Grant申請
Grant is a document giving the PRs the authority to deal with the deceased’s estate.
Step 10: All assets to be collected and all liabilities paid, and PRs to distribute the estate according to the deceased’s will (or under the intestacy law)
全遺産の回収・清算後、相続人への遺産分配
There are specific duties that PRs must comply with in relation to the estate of the deceased.
We would be very happy to assist you in preparing your will and/or dealing with the estate of your loved one.
Please feel free to contact Richard Bates. If you need assistance in Japanese, contact Mayumi Hawkes.
ExecutorやAdministratorなどPRの役目を負われる方は様々な義務を遵守しなければなりません。
死後の諸手続きやご自身のWill作成に関して日本語でのサポートをご要望の場合は、ホークス真弓までご連絡ください。