What’s included
A complete DIY probate organisation toolkit for executors.
Probate roadmap
A step-by-step guide to the main stages of estate administration.
Executor checklist
Track tasks from first notifications through to final estate accounts.
Estate records
Keep structured records of assets, liabilities, beneficiaries and documents.
Template letters
Use plain templates for banks, insurers, utilities and other organisations.
Estate accounts
Organise money received, expenses paid and distributions made.
Support options
Access optional help when you need guidance on using the toolkit.