Share via Make the necessary arrangements for a funeral. Liaise with family members, friends and business and legal advisers to ascertain the details of an estate, including specific information about assets and liabilities. Gather all necessary documents, keys and valuables. Protect the estate, including physically securing assets and ensuring all property is insured. Verify assets, including valuation, and calculate the net value of the estate as well as establish capital gains tax (CGT) records. Advertise notice of intention to apply for a grant of representation (e.g. probate or letters of administration) of the deceased’s last Will, where applicable. Obtain a grant of representation from the relevant Supreme Court.