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Executor Assistant

You have been named executor.
We'll help you through it.

A step-by-step guide for executors in Hong Kong, from the first phone calls to the final accounts. Included with every Bequest product, and free for the executor named by someone who made their Will with us.

Get startedSee how it works

Given an access code on a printed card? Enter it here.

What you need, in one place.

Step-by-step checklist

Every task in the 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.

Assets and liabilities

What they recorded of what they owned and what they owed: bank accounts, property, insurance, investments, loans and outstanding debts. A clearer starting point than a blank page.

A clear path, from start to finish.

1

Get your access code

The person who named you receives an executor access code when they make their Will with Bequest. They pass it to you, on paper or by email, so you have it when you need it.

2

Enter the code

Enter it on Bequest. No account is needed for this step.

3

See what they left for you

The code opens what they recorded: the estate contacts you will need to reach, and their list of assets and liabilities.

4

Follow the checklist

One task at a time, in the right order. You will create a Bequest account for this, because the checklist saves your progress across the months this takes. Work through it until every task is complete.

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.

Why it's included.

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 work out what needs doing, and in what order, across 6 to 12 months, while grieving, often alone.

We built this because it needed to exist. If you make your Will with Bequest, the Executor Assistant comes with it, and the person you name can use it at no cost when the time comes. No extra charge, then or later.

Questions people ask.

Bequest customers, and the executors they name. If you have bought any Bequest product, it is included. If someone named you as their executor and made their Will with us, they can send you an access code and it costs you nothing. For now it is limited to those two groups.
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, our partner law firm 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 would rather a solicitor handled probate for you, our partner law firm is available to advise. That is their service, not ours.
The more you have, the further you'll get, but you don't need everything upfront. Your access code opens the contacts and the list of assets and liabilities they recorded. Start with what you have and work through the checklist in stages.
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.

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

If you are administering an estate and have not used Bequest, our guides to probate in Hong Kong are open to everyone.