Information for executors and solicitors

Here's some information for executors and solicitors who are administering an estate in which a gift has been left to CLIC Sargent. We would like to thank you for all your efforts in arranging to pass this gift to us.

Executor guide

Download our executor guide which contains relevant information which you might require.

For solicitors or other probate professionals

All of our relevant contact information and payment details can be found in our solicitor guide.

Administering an estate in which a specific sum of money (i.e. £1,000) has been left to CLIC Sargent

When you are able to forward the gift, please send a cheque to our Gifts in Wills Team at our Bristol office and we will be able to provide you with our formal receipt for your executor records. Alternatively, you can make a payment directly into our bank account by contacting the team.

Administering an estate in which a share of the residue (i.e. 10%) has been left to CLIC Sargent

We would be very grateful if you would arrange to send us certain key information. This ensures that we that we are able to fulfil our regulatory obligations to the Charity Commission. All of this is set out in our Executor Guide, along with other information about administering estates which we hope will be useful to you.

Administering an estate in which any other kind of gift has been left to CLIC Sargent

Please get in touch with our Gifts in Wills Team, who will be able to guide you further. Thank you.

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