Legacy Foresight ran a consumer research study in April 2022 to find out more about lay executors and their experience of the process.

This report covers who lay executors are and their mindset; an understanding of the experience of being a lay executor and where the pain points lie – in general and with regard to charities – and some tips for working with them.

In this report you will learn

• Understanding the lay executor’s mindset
• Communicating with lay executors
• Opportunities for further engagement
• Dealing with more complex or difficult cases