Information for Executors and Solicitors
If you are administering an estate that includes a gift to MHA, thank you.
We understand that acting as an executor or advising on an estate can be a significant responsibility, and we aim to make this process as straightforward and supportive as possible.
We’re here to help
If you need any information or assistance, please get in touch with our charitable giving team.
We aim to respond promptly to all enquiries and to support the administration of estates in a clear, straightforward manner.
What information we may need
The information we require will depend on the type of gift and the stage of estate administration.
In most cases, we would be grateful if you could let us know:
- Your contact details
- The full name and last known address of the deceased
- Their date of death
- Whether MHA has been left a specific sum, item, or share of the estate
- A copy of the will
- Any information as to why the gift was left
For residuary gifts (a share of the estate), we may also request:
- A copy of the grant of probate
- Estate accounts, when available
For pecuniary (fixed sum) gifts, we do not usually require detailed estate information.
We take a proportionate and practical approach and will only request what is necessary. If you would like to discuss what is required, please feel free to contact us.