Estate administration: banking protocols

This content is currently under review.

This practice note is relevant to any solicitor involved in the administration of estates.

This practice note contains protocols that set out procedures agreed with banks and building societies to clarify and speed up the estate administration process.

This is a joint initiative with the Society of Trust and Estate Practitioners (STEP) and the British Bankers' Association (BBA).

This practice note is the Law Society’s view of good practice in this area, and is not legal advice. For more information see the legal status.