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Executor Assistant

You were trusted with this.
We'll help you through it.

A free, step-by-step guide for executors in Hong Kong, from the first phone calls to the final accounts.

Get startedSee how it works

What's included

Everything you need in one place.

Step-by-step checklist

49 tasks covering the full estate administration journey. Broken into stages so you always know what comes next.

Task reminders

Prompts at each stage to keep you on track. You'll know what's due and what's coming, without having to remember.

Contact list

A single place to keep everyone you need to reach: the executors, the beneficiaries, and the guardian.

List of assets

A clear overview of everything in the estate. Makes it easier to figure out what you're working with: bank accounts, property, insurance, investments.

How it works

A clear path, from start to finish.

1

Accept the role

You'll receive an invitation confirming you've been named executor. Accept it to unlock your tools.

2

Upload the death certificate

When the time comes, upload the death certificate to validate the death and unlock the testator's information.

3

Assess what you have

Review the list of assets, the contact list, and the digital copy of the Will. Everything the person who named you wanted you to know.

4

Follow the checklist

One task at a time, in the right order. Work through it until every task is complete. Then you're done.

A word, before you begin

You are not alone.

Being named executor is an act of trust. The person who named you believed you were the right person to carry this responsibility. That matters.

But nobody teaches you how to do it. There's no manual. Most people find themselves making phone calls to banks while they're still grieving.

Bequest gives you a clear path through all of it. Not a substitute for a solicitor. Not a legal service. A guide, built for the person standing where you're standing right now: responsible, and ready to do this properly.

Our promise

Why it's free.

Executors get left with a mess and no tools.

There are services for writing a Will. There are solicitors for probate. There is almost nothing for the person in between: the executor who has to figure out 49 tasks across 6 to 12 months, while grieving, often alone.

We built this because it needed to exist. Bequest's mission is to make estate planning accessible. The Executor Assistant is part of that. It's free, and it always will be.

Questions people ask

Questions people ask.

Yes. Being named executor in a Will doesn't legally require you to accept the role. If you choose to decline, you formally renounce the role through the Probate Registry. The checklist walks you through this option at the start, before you've committed to anything.
No. The Executor Assistant is a guide, not a legal service. It organises the tasks and tells you when a solicitor's input is required. It doesn't give legal advice, and it's not a substitute for a solicitor. If you need one, Patricia Ho and Associates is available.
The checklist will tell you. At every step where a solicitor's input is required, you'll see a clear flag. You won't have to guess when the task is beyond the tool's scope. Patricia Ho and Associates, Bequest's legal partner, is available if you need representation.
The checklist guides you through the probate process step by step: what forms you need, where to file them, what to expect at the Probate Registry. If you'd rather have a solicitor handle probate for you, we can help.
The more you have, the further you'll get, but you don't need everything upfront. If you were invited through a Bequest Will, the testator's asset list and contacts are already there. The checklist is designed to be worked through in stages. Start with what you have.
Yes. The Executor Assistant covers Hong Kong estate administration: Hong Kong banks, insurers, MPF providers, the Inland Revenue Department, and the Probate Registry. If the estate includes assets in other jurisdictions, a solicitor in those jurisdictions will need to be involved.

When you're ready

Start when you're ready.

There's no wrong time to begin. Some executors open this tool the day they find out. Others wait a few weeks. Both are fine.

When you're ready, the checklist is here.

Get started