In February 2026, UK Finance published the updated Estate Administration Banking Protocol, replacing the previous 2012 version.
The Protocol sets out how banks and financial institutions should work with probate practitioners and Personal Representatives (PRs) when administering an estate in England and Wales. While it is not legislation, it creates an agreed industry standard and introduces clearer expectations around timescales, documentation, and communication.
For anyone involved in estate administration, this is an important development. In Kings Court Trust’s latest blog, they explain what the 2026 Protocol covers and how it may affect Executors and estate planning, including:
- What the estate administration banking protocol is
- Why the protocol has been updated
- How this will affect estate administration
- What this means for executors
- What this means for estate planning
- Plus more insights
About Kings Court Trust
Kings Court Trust is an award-winning estate administration provider (Innovation and Transformation of the Year in 2025 and Probate Provider of the Year – South in 2024), that takes care of the practicalities after death. Their full suite of estate administration solutions is designed to support all families. By providing free, practical advice on the next steps following a bereavement, they can support your clients and add value to your business.
- Regulated by the Institute of Chartered Accountants in England & Wales (ICAEW)
- Trusted provider of estate administration for large UK-listed companies
- Offer a generous referral fee for referrals that result in business
- Provide access to a unique portal for support and updates on cases
- Fixed and transparent pricing
- In-house legal and tax experts to advise on any situation
The Kings Court Trust partnership model is also geared towards the introduction of potential new clients. Provided that consent is given by the beneficiaries of an estate, they’ll introduce them back to your business to help you grow your client base.
If you have any questions about probate, estate administration, or how you can work in partnership with Kings Court Trust, call them on 0333 207 5470 or email partners@kctrust.co.uk.
This article was submitted by Kings Court Trust as part of an advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
