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
Whether you want something printable to work from, or a full online workspace, pick what suits you.
Starter Pack
£9.99
A printable PDF: plain-English walkthrough, executor checklist, estate tracker and letter templates. Pay once, download instantly.
Get the Starter Pack — £9.99Executor Workspace
£39.99
A full online workspace: task tracker, institution log, document checklist and deadlines — built from your answers. Includes the Starter Pack PDF.
See the Workspace — £39.99One-off payments, no subscription · Full refund if it doesn't help · Not a substitute for legal advice