The plan
Every step at a glance
Stage 0 · Welcome
±10 minFreeA short look at the whole journey ahead and the very first thing you can do today.
Stage 1 · The first days
±40 minFreeRegister the death, get the paperwork you need and take care of the most urgent practical matters.
Stage 2 · Find the will and confirm your role
±40 min🔒Locate the will, read it carefully and confirm you are the executor and who inherits.
- Find the will
- Read the will carefully
- Confirm you are the executor
- Note the beneficiaries and any legacies
- Checkpoint 1 — see how far you've come
Stage 3 · List everything the person owned and owed
±50 min🔒Build a clear picture of the estate by finding every asset and every debt.
- Track down the bank accounts and savings
- List property and belongings
- Find investments, pensions and insurance
- List all the debts
- Place a deceased estates notice
Stage 4 · Sort out the tax and value the estate
±40 min🔒Work out the value of the estate and handle any Inheritance Tax before you apply.
- Add up the value of the estate
- Check if Inheritance Tax is due
- Complete the right tax forms
- Arrange any tax payment
- Checkpoint 2 — see how far you've come
Stage 5 · Apply for probate
±40 min🔒Complete and submit the probate application and receive the grant.
- Prepare your probate application
- Submit the application
- Confirm your statement of truth
- Receive the grant of probate
Stage 6 · Gather in the estate and pay what is owed
±40 min🔒Collect the money and property, settle the debts and keep clear records.
- Collect the money and close accounts
- Deal with the property
- Pay off the debts
- Keep clear estate accounts
Stage 7 · Share out and close down
±40 min🔒Pay the beneficiaries, prepare the final accounts and bring everything to a tidy close.
- Pay any specific legacies
- Prepare the final estate accounts
- Share out the remaining estate
- Close everything down
The complete plan is a one-off £29 — unlock every step.