Our Estate Administration Service is designed to alleviate the stress and burden of dealing with the complexities of administering the Estate of a deceased individual.

Our experts work closely with all concerned, handling every detail sensitively and impartially and in the best interest of all the beneficiaries.

Our approach to Estate Administration

  • Free initial call or meeting with a Bereavement Manager who will explain the service without any obligation.
  • We deal with all the financial, legal, tax and personal matters – even rehoming pets.
  • Any fees will be paid from the Estate.
  • A dedicated Estate Officer will keep you informed every step of the way.
  • Our secure online customer hub allows all involved to keep track of the Estate Administration.
  • We can act when we are appointed as an Executor under the terms of a Will, or where an existing Executor does not feel able to act or where there is no Will in place.
  • The gross value of the Estate must be over £80,000. This may include cash, valuables, investments or property.
  • You do not have to be an existing customer to use our service.

Start by talking to us

Talk to one of our specialist bereavement advisors.

If you think our service is right for you , or if we are appointed as the Executor of a Will, please contact us on:

0800 056 0171

Lines are open Monday to Friday, 9am – 5pm. Calls may be monitored or recorded.

Already registered?

Our website will allow you to:

  • Find out what stage the Estates process has reached
  • Check what remains to be done
  • Keep in touch with your Estate Officer

You need to activate your account before you can view the website.

Our 10 steps to administer an Estate

Straightforward Estates may take up to year to administer, a more complex one may take longer.

In either case your dedicated Estate Officer will keep you informed every step of the way.

Not all steps apply.

Image of Sian Sturman

“At Lloyds Estate Administration, we remove the burden of dealing with a deceased person’s affairs. Everything we do is carried out with compassion, sensitivity and respect. And we always act in the best interest of beneficiaries.”

Sian Sturman
Bereavement Manager

Why choose us?

Key documents

Estate Administration Brochure

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Our fees and terms & conditions

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Contact us

  • If you are an existing Private Banking customer please contact us on 0345 300 2750.

    If not and you are interested to find out more, please contact our team using the details below:

    Call us on:
    0800 731 0015

    or

    Request a convenient time for us to call you:

    Request a call back

    Service eligibility

    Lloyds Bank Private Banking offers two levels of service:

    Our Private Banking service is available to customers with £250,000 or more in savings and/or investments or a mortgage of £750,000 or more with Lloyds Bank.

    And our Mayfair Banking service is available to clients with £2 million or more in savings and/or investments or an annual income of £500,000 or more.

  • If you are an existing Private Banking customer please contact us on 0345 300 2750.

    If not and you are interested to find out more, please contact our team using the details below:

    Call us on:
    0800 731 0015

    or

    Request a convenient time for us to call you:

    Request a call back

    Service eligibility

    Our Specialist Lending service is available to anyone with a sole income of at least £100,000 or £250,000 or more in savings and/or investments. Fees and charges will apply.

  • If you are an existing Private Banking customer please contact us on 0345 300 2750.

    If not and you are interested to find out more, please contact our team using the details below:

    Call us on:
    0800 731 0015

    or

    Request a convenient time for us to call you:

    Request a call back

    Service eligibility 

    To benefit from the expertise of Schroders Personal Wealth, you will need to have at least £100,000. This could be in sole/joint savings, investments, personal pensions, and/or £100,000 sole annual income.

Talk to one of our specialist Bereavement Advisors.

Call us on:
0800 056 0171

Lines are open Monday to Friday, 9am – 5pm. Calls may be monitored or recorded.

Service eligibility

Our Estate Administration Service is available where we are appointed as an Executor under the terms of a will, where an existing Executor does not feel able to act or where there is no Will in place.

You do not have to be an existing customer to use our service. The gross value of the Estate must be over £80,000. This may include cash, valuables, investments or property.

Important Legal Information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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