Your personalised first-steps checklist
Answer 5 questions and we'll give you the right steps in the right order for your situation. Takes about 90 seconds. Nothing is stored or sent anywhere.
Not legal advice. For complex situations, consult a solicitor.
Need emotional support? Cruse Bereavement Support is free and confidential: 0808 808 1677 — cruse.org.uk
Here are your next steps
Based on your answers. Tick items as you complete them — your progress is saved in this browser.
Ready for the next stage?
Find out if you need probate. Free 2-minute assessment.
Start the free assessment →Tick off each organisation as you notify them. Progress is saved in this browser.
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Track all of this — and the full estate administration — in the Settle workspace.
Track everything in the workspace →Two ways to get organised
Pay once and do probate yourself, with every step laid out.
Starter Pack
£4.99
A 44-page printable toolkit to get organised and start probate yourself.
- 25-step executor checklist
- 9 ready-to-personalise letters
- Excel estate accounts workbook
Instant download · 30-day full refund
Secure Workspace
£9.99
Keep every probate task, document and deadline organised online.
- Your own secure probate Workspace
- Track tasks, organisations and deadlines
- Starter Pack included
One-off · no subscription · 30-day full refund · not legal advice