The executor workspace is coming
A simple place to track probate tasks, documents, institutions, assets, debts and deadlines -- all in one organised workspace built for executors in England and Wales.
The assessment and all guides are free right now. The full workspace will be available as a simple one-off upgrade.
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We will email you when the workspace is ready.
What the workspace includes
Everything an executor needs to stay organised through every stage of probate -- without needing to set up spreadsheets from scratch.
Personalised task tracker
Your probate checklist, generated from your assessment answers, in the right order for your specific estate.
Bank and institution tracker
Log every bank, insurer, pension provider and share registrar. Track contact dates, balances, responses and status.
Document checklist
Every document the estate needs, from the death certificate to the grant of probate and Land Registry forms. Track what you have and what you still need.
Asset and debt tracker
Record every asset and liability with date-of-death valuations. Build an accurate estate total for inheritance tax and distribution.
Estate account notes
Keep running notes on income, expenses and distributions. Everything you need to prepare the final estate accounts for beneficiaries.
Printable summary
Export a printable summary of the estate at any point. Useful for solicitors, accountants, co-executors and beneficiaries.
Who the workspace is designed for
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Straightforward estates
A will, UK assets, no major disputes, and estate value that is clear.
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Executors applying without a solicitor
People who want to handle probate themselves but need structure and guidance.
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Families trying to stay organised
Multiple family members involved and a shared record of where things stand.
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People managing at a difficult time
Probate is often handled while grieving. Having everything in one place reduces cognitive load.
When professional advice is important
Settle is designed for straightforward estates. In some situations, instructing a solicitor is the right call.
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Will disputes or challenges to the will's validity
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Overseas property or foreign bank accounts
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Trusts created by the will or within the estate
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Complex inheritance tax situations (business relief, agricultural relief)
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Business assets or partnership interests in the estate
Not sure which category you are in? The free assessment will flag any areas where professional advice may be needed.
Free while you wait
The assessment, all guides and the probate checklist are free right now, with no account needed. Start there.
Join the waitlist
Be first to know when the workspace is ready.
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Settle is an administrative organiser for executors in England and Wales. It is not a law firm and does not provide legal, tax or financial advice. The assessment and guides are for information purposes only. For complex estates, consult a qualified solicitor.