Private client · Probate fee-earner, executor, private client paralegal
Build an estate administration schedule with its deadlines
An estate with a farm, two rental properties and shares in a family company has three executors who live in different countries. The run turns the paperwork into a dated schedule so everyone can see what is due and when.
- Agents
- Drafting, Matter Intelligence
- First draft
- A dated schedule of assets, liabilities and deadlines comes back from one run at the start of the administration.
The problem
Step 01 of 05
Open the estate matter
The date of death and the date of the grant application go on the matter as key dates, with all three executors recorded.
Project Halcyon: SPA warranties and disclosure
Buy-side warranty review, disclosure analysis and cited due-diligence grid.
- Client
- Halcyon Bidco Ltd
- Reference
- WC-2026-0412
- Practice area
- Corporate / M&A
- Jurisdiction
- England and Wales
- Responsible partner
- E. Vance
No conflict check on file.Chat, on this matter
Compare warranties with the disclosure letter.
Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.
Send a message… (@ to mention tools)BalancedPrepare for- 25 Aug
Disclosure exceptions matrix
Chat
- 21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
- 18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
- 16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
- 4 Aug
Matter opened
Opened
Step 02 of 05
Add the asset papers
Bank statements, the farm valuation, the two tenancy agreements, the company's last accounts and the funeral account are uploaded.
Project Halcyon: SPA warranties and disclosure
Buy-side warranty review, disclosure analysis and cited due-diligence grid.
- Client
- Halcyon Bidco Ltd
- Reference
- WC-2026-0412
- Practice area
- Corporate / M&A
- Jurisdiction
- England and Wales
- Responsible partner
- E. Vance
No conflict check on file.Chat, on this matter
Compare warranties with the disclosure letter.
Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.
Send a message… (@ to mention tools)BalancedPrepare for- 25 Aug
Disclosure exceptions matrix
Chat
- 21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
- 18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
- 16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
- 4 Aug
Matter opened
Opened
Step 03 of 05
Run the schedule
Prepare for: Work-Stream Memo, Deliver as: spreadsheet. Assets and liabilities are listed with values and sources, and each administrative step is dated against the date of death.
Agent
Jurisdiction
Prepare for
Deliver as
Instruction
What should the agent look for?Documents
Drop a contract, or pick one from the matter
Also on the matter
- Offer_letter_v3.pdf2 pages
- Staff_handbook_2025.docx61 pages
- Board_minute_14_Aug.pdf3 pages
Platform model · zero data retention · audit register onStep 04 of 05
Read the sequencing
The tax account deadline sits before the farm valuation is likely to be finalised, which is flagged as the point the administration will bind.
6 items need your confirmation14 authorities · Where we lookedSenior Associate Employment Contract: English Law Review
Summary
- 1.
Clause 9(c), non-competeHigh
The 12-month prohibition on working for any law firm anywhere in the UK, Ireland or EU, in any capacity, is almost certainly wider than reasonably necessary and therefore unlikely to be enforceable.
Tillman v Egon Zehnder Ltd [2019] UKSC 32 - 2.
Clause 11, data and monitoringHigh
Blanket contractual consent is not an adequate basis for general employment processing, special-category data or unrestricted monitoring.
UK GDPR, Arts 6 and 9 - 3.
Clause 4, holiday carry-overHigh
The unconditional five-day cap conflicts with mandatory carry-over rights where sickness, statutory leave or employer failure prevents leave being taken.
Working Time Regulations 1998, regs 13 to 13A
- 1.
Step 05 of 05
Give the executors a view
The schedule goes to the three executors on a passcode link with a ninety-day expiry and an email gate, and each view is logged.
What travels
Protection
Six-digit passcode4 8 2 · 9 1 7Expires inshare.legalaispace.com/s/k7Qm…View log · also written to the audit register
- Today 09:14
Opened
client@halcyon-bidco.example - Today 09:15
Downloaded memo.docx
client@halcyon-bidco.example - Yesterday 17:40
Failed passcode attempt
unknown - Yesterday 16:02
Link created · expires in 7 days
E. Vance
The reader sees your firm's name, the sections you chose, and nothing else. No sign-in, no account, no way back into the workspace.
What comes back
A document, not a transcript.
- A schedule of assets and liabilities with values and the document each figure came from.
- Every administrative deadline dated from the date of death, including the tax account and the notice period.
- The sequencing conflict between the tax account deadline and the outstanding farm valuation.
- Action items with owners across the three executors, so nothing waits on an unnamed person.
Authorities it checks
- Inheritance Tax Act 1984, s 216
- Trustee Act 1925, s 27
- Administration of Estates Act 1925, s 25
What it does not do
- It does not value assets. Figures come from the documents supplied and each one names its source.
- It does not submit the tax account, place the statutory notices or apply for the grant.
- It does not advise on inheritance tax reliefs for the farm or the company shares; those are named as separate advice.