Post-Grant Resolution Planner

A guided diagnostic tool for personal representatives and professional advisers in England and Wales to isolate blockages, organise key facts, and prepare a structured administration resolution meeting.

Purpose & Scope

Use this guided planner to organise the factual and practical issues preventing progress after a Grant of Representation has been issued. It will help you identify the blocked decision, check what information is available, calculate user-supplied carrying costs, and prepare a structured resolution agenda.

Estimated Completion Time: 8–12 minutes.

Operational Boundaries

The planner does not provide legal advice, calculate deadlines, determine legal rights, or recommend court procedure. Do not use it instead of obtaining urgent advice.

All inputs are processed entirely in your browser memory. No personal names, bank accounts, or documents are requested or uploaded.
The output is a neutral, factual planning record (viewable and printable as PDF) summarizing only what you enter.
Generating this summary does not create a solicitor-client relationship.

What this tool does and does not do

A point needs individual advice

Your next step

Stage 2 of 7

Create the Estate Position Pack

Establish record readiness. Factual clarity reduces reliance on protracted correspondence.

S2.1 Availability status of core estate administration records:

Core Document / Record	Available	Incomplete	Unavailable	Not Sure
Grant of Representation
Last Will & Codicils / Intestacy tree
Asset Schedule & Bank Statements
Liability & Debt Schedule
Asset Valuations (Date-of-Death & Current)
Tax Records / HMRC Clearance (IHT400/IHT30/Estate Income)
Estate Administration Accounts
Material Correspondence on Disputed Point

S2.2 Are estate accounts compiled up to a clear, stated accounting point?

Yes, fully up to date Partly / In progress No formal accounts drafted Not sure

S2.3 What specific information or document is presently being requested or withheld?

Max 750 characters. Describe the factual information gap neutrally without names.

0 / 750

S2.4 Which role or entity appears to hold the missing information?

Stage 3 of 7

Isolate the Blocking Decision

Separate sprawling background relationship history from the immediate operational bottleneck.

S3.1 What single operational decision is presently preventing progress?

Max 500 characters. Focus strictly on the primary blockage holding up the estate.

0 / 500

S3.2 Which category best describes this blocked decision?

S3.3 Whose agreement or operational action is presently missing?

S3.4 Summary of stated positions (use neutral role labels, e.g. Party A, Party B):

Position 1 (e.g. Proposed Course / Acting Representative):

0 / 300

Position 2 (e.g. Objecting Party / Beneficiary):

0 / 300

S3.5 What single fact or objective document would most help resolve this specific decision?

0 / 400

Stage 5 of 7

Structured Resolution Proposal History

Track prior proposals to identify which aspects remain unresolved and avoid duplicating deadlocked discussions.

S5.1 Has a formal written resolution proposal already been put forward?

Yes No Not sure

S5.2 What did the written proposal seek to resolve?

0 / 400

S5.3 What response was received?

S5.4 What was the principal reason implementation did not proceed?

S5.5 Which specific topics could appropriately be included in a renewed resolution proposal?

Agreed valuation mechanism Defined marketing & listing protocol Verified accounts exchange Interim distribution schedule Carrying costs apportionment

Review & Declaration

Confirm Entries Before Generating Planning Summary

Please review your captured entries below. You can return to any stage to edit information.

Estate Reference Identifier (Generic / Anonymous):

Do not enter full deceased names, national insurance numbers, or bank details.

I have reviewed the information above and understand that the generated summary reflects only the facts and numbers I have entered.

I acknowledge that this tool does not provide legal advice, does not calculate or monitor limitation or court deadlines, does not determine rights or authority, and does not create a solicitor-client relationship.

Human Law • Post-Grant Planning Summary

          SRA-regulated firm No. 657838 • Client-Side Diagnostic Record
        

Post-Grant Planning Summary Generated

Your structured factual record is complete. You can print this page or save it locally as a PDF.

Professional Review Route

Optional Suitability Enquiry

If you are an executor, administrator, or professional adviser seeking fixed-fee solicitor analysis on an unblocking strategy or mediation preparation, you may submit a neutral inquiry. Generating this planner remains free and independent.

Direct Enquiry: advice@human-law.co.uk • SRA-regulated firm No. 657838

Post-Grant Resolution Planner

Detailed Tool Scope & Privacy Architecture

Initial Boundary & Safety Checks

Your next step

Stabilise the Estate