Estate Administration Step By Step Each step in the administration of an estate - from the funeral to the appointment of an estate trustee to the distribution of estate assets - is described in detail. Duties of an executor are defined, and key documents discussed. Issues relating to charities include: How to respond to notification of a bequest What information is needed at this stage What you should know about the roles of the executor and estate solicitor When to expect a distribution from an estate Tips on how to ensure the administration proceeds smoothly Adding Up the Numbers Accounting is a large part of estate administration. Legal fees, trustee compensation and income taxes can affect the size of an estate. Being active in reviewing estate accounts helps ensure that the administration is carried out efficiently and cost-effectively such that your organization's bequest is safeguarded.