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 pack · Excel workbook · 3 bonus guides

44-page Starter Pack (checklists, 9 letters, Excel accounts workbook)
Bank Accounts After Death Kit, normally £2.99, included
Empty Home & Property Kit, normally £2.99, included

£10.97 of guides, yours for £4.99

Add the Workspace for £5 more (£9.99 total). Everything in your pack, kept organised online: your tasks dated, every bank tracked, letters filled in. Yours to keep. What’s the Workspace?

Add the LPA Family Pack for £2.99. While you’re dealing with this, make sure your own affairs are in order.

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

Or get everything for £19.99: the Pack, the Workspace and the full Settle assistant.

England & Wales · For straightforward estates

The real cover and pages from the pack. Tap to see them in full.

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.

The Probate Starter Pack £4.99

44-page Starter Pack (checklists, 9 letters, Excel accounts workbook)
Bank Accounts After Death Kit, normally £2.99, included
Empty Home & Property Kit, normally £2.99, included

£10.97 of guides, yours for £4.99

Add the Workspace for £5 more (£9.99 total). Everything in your pack, kept organised online: your tasks dated, every bank tracked, letters filled in. Yours to keep. What’s the Workspace?

Add the LPA Family Pack for £2.99. While you’re dealing with this, make sure your own affairs are in order.

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 →

What is in the Starter Pack, stage by stage

The pack is a 44-page printable organiser for a straightforward estate in England and Wales. Its contents follow the seven stages of administering an estate in the order you meet them:

Start here: Whether this is a DIY estate, the whole probate journey on one page, the first days, an executor dashboard and a document vault.
1 Authority: Who is actually in charge: executor, administrator, and what each can do before the grant.
2 Discover: An estate discovery map, an asset inventory, debts and expenses, and a page on joint assets, gifts, trusts and overseas assets.
3 Value and tax: Valuing the estate sensibly, an Inheritance Tax sanity check, which Inheritance Tax route applies, an institution contact tracker and what to ask banks and providers.
4 Apply: A probate application preparation sheet, and the fees, copies and timing.
5 Collect: What to do when the grant arrives, the home, land and mortgage, and investments, pensions, insurance and digital accounts.
6 Protect: Creditors, notices and unresolved liabilities, and a log of executor expenses and estate money.
7 Distribute: Beneficiaries and distribution readiness, nine letter templates, an estate accounts template with a worked example, and finishing well.
Bonuses: A bank and provider bereavement directory, the online probate application section by section, phone scripts for the first calls, and free help and sources.

The pack is general information and an organiser, not legal, tax or financial advice. It does not replace the official forms, which are free on GOV.UK, and it says plainly when an estate is complicated enough to need a solicitor. Every rule in it is also explained in the free guides on this site; the pack puts it in one place, with worksheets and letters you can fill in.

Who it suits, and who it does not

The pack's own self-check is a good guide. It is likely to suit you if:

The will is found: You have the original will, or know there is not one.
The estate is known: You know roughly what the estate owns and owes.
The family is settled: Everyone who might inherit is known, adult and on speaking terms.
No Inheritance Tax surprises: The estate is comfortably below the Inheritance Tax threshold, with no large gifts, trusts or overseas assets.

If any of those is a no, read the relevant guide first, and consider paying a solicitor for that one part. Advice does not have to be all or nothing.