4. Personal Representatives and Intestacy
Identify entitlement to the estate and grant, advise personal representatives on collection, liabilities, tax, distribution and fiduciary risk.
How to study the CPQ Advanced stage
Prepare each separately assessed component on its own terms, then connect legal analysis, client judgment, drafting, accounts and research across the route.
Core concepts
Concept 1
Executors and administrators derive authority differently but owe duties to collect, administer and account.
Exam cue: Identify will status, executors, beneficiaries and potential intestacy.
Concept 2
The intestacy rules determine entitlement by surviving family structure and estate composition.
Exam cue: Build a solvent-estate administration chronology.
Concept 3
Administration requires valuation, liabilities, tax, grant procedure, claims, distribution and records in the proper sequence.
Exam cue: Delay distribution until liabilities, claims and tax risks are controlled.
Risk pitfalls and guardrails
Assuming a cohabitant inherits automatically on intestacy.
Guardrail: Do not study all optional modules as mandatory, combine unlike assessment structures, exceed professional authority or rely on outdated law, procedure, tax or regulator rules.
Distributing before resolving known debts or claims.
Guardrail: Do not study all optional modules as mandatory, combine unlike assessment structures, exceed professional authority or rely on outdated law, procedure, tax or regulator rules.
Mixing estate money with a representative's own funds.
Guardrail: Do not study all optional modules as mandatory, combine unlike assessment structures, exceed professional authority or rely on outdated law, procedure, tax or regulator rules.
Memory anchors
Grant route
Will, executor, renunciation, entitlement and application.
Administration
Secure, value, notify, pay, account and distribute.
Intestacy
Spouse or partner, issue, relatives, shares and statutory trusts.
Checkpoint rule
Do the check-up only after you can summarize each concept in one sentence and identify one dangerous pitfall from memory.
Knowledge Check (after reading)
Short check-up to confirm understanding of this module.
Check-up Questions
A deceased left a valid will appointing an executor who is willing and able to act. Which grant is normally sought?
A valid will exists, but the only executor died before the testator. What grant may be appropriate?
Answer all questions to submit.
Next step personalized recommendations
Continue learning
Move forward only after this module is stable.
What is Pass Harbor?
Completely free exam prep for 247 UK exams.
- Practice questions
- Flashcards
- Study guides
- Mock exams
- No registration
- No paywall
- Start instantly
“No more expensive exam prep. Quality study tools should be accessible to everyone.”