Information for executors and solicitors

If you are administering an estate in a personal capacity or are a solicitor or other probate professional, we have specialised guides to help you. Please fill in the form below and we will send you a free guide. 

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

Please send any cheques to our Gifts in Wills Team and we will provide you with a formal receipt for your executor records. Please contact us if you wish to make a payment directly into our bank account. 

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 the information we require is explained in our Executor guide. To receive a guide, please fill in the form below. 

If you are administering an estate in which any other kind of gift has been left to CLIC Sargent, please contact the Gift in Wills Team who will be able to help you. 

Get your specialised guide

Please fill in the form below and we will send you a specialised guide with all the details you need about legacy gifts left to CLIC Sargent. However, our Gifts in Wills team is on hand to help you with any questions you have. You can contact the team on 0300 300 0803 or email giftsinwills@clicsargent.org.uk. Or write to:

Gifts in Wills Team, CLIC Sargent, 4th floor, Whitefriars, Lewins Mead, Bristol BS1 2NT.

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