Scottish executry and confirmation control

The confirmation, inventory and estate-property desk broad legal AI does not give private client teams.

A source-linked control desk for will and executor authority, estate inventory, IHT and excepted-estate assumptions, confirmation readiness, estate-property handoff, beneficiary watch and export locks.

Controlled-data sample Scottish executry confirmation desk. Not affiliated with any law firm, Scottish Courts and Tribunals Service, HMRC or Registers of Scotland.

Open evidence room Property suite Request workspace access

Confirmation status

Confirmation export remains locked where authority, inventory, IHT or estate-property evidence is unresolved

Controlled data

Readiness

34/100

Export locks

Tax/inventory holds

Property handoffs

Authority

Will, codicil, executor-nominate or executor-dative route readback

Inventory

C1-style asset, liability, valuation and source-reference control

Tax

IHT, excepted-estate and jointly-held asset assumptions kept in review

Property

Estate property title, insurance, occupancy and sale handoff state

Executry row

NLG-EST-031

inventory review

testate

high riskScotland

Will located, but executor authority and codicil evidence need reviewer readback.

Heritable property, two bank balances and shareholding metadata are incomplete.

IHT position cannot be marked excepted until lifetime gift and jointly-held asset metadata is reviewed.

C1 inventory preparation remains blocked by asset evidence gaps.

Estate property sale can proceed only after title, insurance and executor authority are linked.

Beneficiary contact metadata exists, but distribution output remains locked.

Source SRC-EXEC-031

Confirmation export locked

Private client partner

Hold confirmation pack export until executor authority, property asset evidence and IHT assumptions are reviewer-cleared.

Executry row

NLG-EST-044

confirmation ready

small estate

low riskScotland

Executor-dative route and family authority note are complete in the controlled sample.

Bank balance and personal possessions inventory reconcile to the small-estate threshold note.

IHT not expected in this fictional sample; reviewer has marked the tax lane not applicable.

Confirmation application pack is ready for internal review.

No heritable property recorded in this fictional sample.

Beneficiary readback is complete and distribution watch can start after confirmation.

Source SRC-EXEC-044

Confirmation-ready

Fee earner

Release internal confirmation-readiness note and keep distribution watch open.

Executry row

NLG-EST-058

intake hold

intestate

medium riskScotland

No will located; executor-dative route requires family and caution position readback.

Property, pension nomination and savings evidence are not yet source-linked.

Potential IHT/excepted-estate position depends on missing asset and liability metadata.

Confirmation route is not ready because appointment and inventory evidence are incomplete.

Estate property title and insurance state are unknown.

Potential beneficiary map needs reviewer confirmation before any client-facing summary.

Source SRC-EXEC-058

Confirmation export locked

Executry manager

Gather executor-dative appointment evidence, asset inventory and beneficiary map before confirmation route selection.

Executry row

NLG-EST-073

property sale watch

trust linked

medium riskScotland

Executor and trustee roles are separated in the fictional source map and need final reviewer note.

Property valuation, insurance and liabilities are linked; one investment valuation is pending.

IHT calculation metadata is draft and waiting for investment valuation evidence.

Confirmation is provisionally ready but export stays internal until tax valuation is complete.

Estate property sale handoff is open with title, insurance and occupancy metadata linked.

Beneficiary distribution watch is blocked until the trust-linked asset note clears.

Source SRC-EXEC-073

Confirmation export locked

Private client and property reviewer

Resolve investment valuation and trust-linked asset note before external confirmation or distribution pack export.

Fail-closed executry controls

Will and executor authority

Will/codicil metadata, executor appointment route, family authority note and reviewer owner.

Private client fee earner

Fail closed: If authority is unclear, confirmation route and client-facing summary exports stay locked.

Estate inventory readback

Heritable property, bank, investment, debt, liability and valuation metadata with source references.

Executry manager

Fail closed: Inventory gaps block C1/confirmation-readiness output and route to reviewer action.

IHT and excepted-estate gate

IHT/excepted-estate assumption, lifetime gift metadata, jointly-held asset note and tax reviewer state.

Private client partner

Fail closed: Unsupported tax assumptions keep the confirmation pack internal and marked insufficient evidence.

Estate property sale handoff

Title, insurance, occupancy, valuation and executor authority metadata before property-sale handoff.

Property and private client reviewer

Fail closed: Estate property sale output stays locked until authority and title evidence are both source-linked.

Next actions

Use this desk before confirmation pack release so authority, inventory, IHT and estate-property gaps are visible.

Map will/executor route, C1 inventory fields, IHT/excepted-estate assumptions, property title and beneficiary distribution as metadata.

Keep public evidence using controlled evaluation data until Access, retention, source-vault, tax-review and private-client controls are approved.

Fictional public artefact only. No real law-firm approval, endorsement, evaluation, private client document processing, tax advice or legal advice is implied.