Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Personal representatives definition

What does Personal representatives mean? In probate and estate administration, personal representatives are the individuals who step into the shoes of the deceased to collect, manage and distribute the estate. In England and Wales and Northern Ireland, the term covers executors (appointed by will) and administrators (appointed on intestacy or where no executor can act) once a grant of probate or letters of administration is issued. It is defined in legislation (for example, the Administration of Estates Act 1925). In Ireland, the Succession Act 1965 defines personal representatives likewise, with grants issued by the Probate Office. In Scotland, the officeholder is an executor (executor-nominate or...

Probate: initial meeting with personal representatives - conflicts and AML pre-checks, information to obtain, SRA client care and costs transparency obligations, and follow-up (England and Wales)

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Practice notes

Before creating a new matter, a Probate practitioner instructed by Personal representatives (PRs) to administer a deceased person’s estate must complete a series of initial client checks (see Practice Note: Preliminary checks on prospective new clients). This Practice Note outlines the practitioner’s next actions when gearing up for the first client meeting. For fuller guidance, consult Client and matter inception—overview and related materials within the LexisNexis® Practice Compliance module.

The Solicitors Regulation Authority

The Solicitors Regulation Authority (SRA) Code of Conduct (the Code) in its current form took effect on 6 April 2023, as part of the SRA Standards and Regulations that replaced the former SRA Handbook. The SRA Standards and Regulations define the standards and obligations expected of the regulated community, for the benefit of the clients they serve and in the public interest. There are seven mandatory Principles setting the core ethical and professional benchmarks for all firms. They require you to act:

in a manner that upholds the constitutional principle of the rule of law and the proper Administration of justice
in a way that maintains public trust and confidence in the solicitors’ profession and...

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Web page updated on 21/05/2026

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