Probate Starter Pack · England & Wales

The Estate Accounts Workbook, with the complete Probate Starter Pack

Enter what came in and what went out, and the workbook adds up your capital, income and distribution accounts from the figures you enter. The 44-page Starter Pack is included.

The Probate Starter Pack — £4.99

44-page PDF · Excel workbook · 3 bonus guides

  • 25-step executor checklist — know what to do next.
  • 9 ready-to-personalise letters — save time writing to organisations.
  • Estate worksheets and trackers — keep everything in one place.
  • Excel accounts workbook — calculates your totals from the figures you enter.

Plus 3 bonus guides: a bank directory, an application walkthrough and phone scripts.

Instant download · One-off payment · 30-day money-back guarantee

England & Wales · For straightforward estates

See exactly what you’re getting

Real pages from the pack. Tap to see them in full.

Get organised for £4.99

A practical toolkit for managing straightforward probate yourself.

Instant download · 30-day money-back guarantee · No subscription

Based on published GOV.UK guidance. Settle is independent and does not provide legal advice. Complex estates may require professional help.

Prefer everything organised online? Explore the Workspace → £9.99 one-off, Starter Pack included.