Probate Starter Pack · England & Wales

Probate, one step at a time.

Every task in order, letters ready to personalise, and an Excel workbook for the estate accounts, so you always know what to do next.

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) and both kits: the Bank Accounts After Death Kit and the Empty Home & Property Kit.

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.

Just need one part?  Two smaller kits, £2.99 each. Both are included in the Starter Pack.

Bank Accounts Kit

£2.99

Close their bank accounts without the back-and-forth.

  • ✓What 22 UK banks ask for
  • ✓4 letters and an account tracker
See inside the kit →

Empty Home & Property Kit

£2.99

Keep their home insured, taxed correctly and ready to sell.

  • ✓Insurance, council tax and the mortgage
  • ✓Land Registry, 4 letters and a tracker
See inside the kit →