£9.99 · Instant PDF download · England & Wales

The Probate Starter Pack

Everything a first-time executor needs to get started, in plain English.

  • Plain-English walkthrough

    What probate is, when it is required, and what happens at each stage.

  • Executor checklist

    Every task in the right order. Nothing missed, nothing guessed.

  • Printable estate tracker

    Log assets, liabilities, valuations and correspondence in one place.

  • Editable letter templates

    Ready-to-use letters for banks, HMRC, pension providers and institutions.

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Probate Starter Pack — cover

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Inside the Probate Starter Pack

This pack is for you if:

  • There is a valid will
  • The estate is mainly in England and Wales
  • You want to organise the admin yourself
  • There are no major disputes about the will
  • You want checklists, trackers and templates to start with

This pack is not for you if:

  • The will is disputed or contested
  • There are significant overseas assets or trusts
  • You need legal, tax or financial advice — this is not a law firm
  • You want to manage everything online — see the Workspace (£49) instead