Probate Admin
Workspace
Everything you need to administer an estate, from the death certificate to final distribution.
Get started for £99Solicitors charge £595–£1,500+ for grant-only probate. Settle is a fraction of that.
One-off payment, not a subscription · Works for England & Wales · Cancel or get a refund any time by email · Secure checkout via Stripe
England and Wales · Built on official GOV.UK and HMCTS sources · Secure checkout via Stripe
Has Settle helped you through a difficult time? A short review on Trustpilot helps other families find plain-English probate guidance.
★★★★★ Review us on TrustpilotWho's behind Settle? We are a small team with direct experience of probate in England and Wales. We built Settle to make handling an estate calmer, and far cheaper than a solicitor, for people who want to do it themselves. More about us.
Inside the workspace
Built around how probate actually works — tasks, institutions, documents, assets and a readiness check.
Task tracker
Everything in the right order
Your task list is built from your answers — initial steps, probate application, inheritance tax, property and distribution, in the sequence they actually happen.
- Grouped by stage, not one long list
- Links to relevant guides for each step
- Mark done, in progress, or not yet started
Institution tracker
Track every bank and organisation
Log every institution — banks, pensions, HMRC, insurers — and track where each one is in the process. Nothing falls through the cracks.
- Pipeline view: to contact, contacted, awaiting, complete
- Log balances, reference numbers and contact dates
- Quick-add common banks with one click
How it works
Three steps from the death certificate to the grant.
Take the free assessment
Your workspace is built from your answers. No generic template, no setup required.
Work through your tasks
Track every institution, document and deadline as you go. Nothing falls through the cracks.
Run the readiness check
Before you apply to HMCTS, confirm everything is in order. Then submit with confidence.
Your options
Three ways to handle probate. Here is what each actually involves.
DIY spreadsheet
Free
But you build everything yourself
- No structure or order to follow
- You create and maintain everything
- Easy to miss steps under pressure
- No readiness check before HMCTS
Settle Workspace
£99
One off. No subscription.
vs. solicitors at £595–£1,500+ for grant-only
- Built from your assessment answers
- All six tools in one place
- Covers the full process, in order
- Readiness check before you apply
- Includes the complete Starter Pack PDF, yours to keep and print
- 30 day money back guarantee
30-day money-back guarantee — full refund if it's not useful
Probate solicitor
£1,500+
Often 1 to 4% of the estate value
- Full administration on your behalf
- Necessary for complex estates
- Overkill for a straightforward estate
- Cost often 30x or more than DIY
Is this right for you?
A good fit if:
- There is a valid will and you are named executor
- The estate is in England or Wales with UK assets only
- There are no disputes between beneficiaries
- You want to manage probate yourself with a clear structure
See a solicitor if:
- The will is disputed or a beneficiary is challenging it
- There is overseas property or foreign bank accounts
- The estate includes trusts, business interests or complex IHT
- You are not sure and the assessment flagged complexity
Not sure? Take the free assessment and it will tell you which category you are in.
Common questions
How long does it take to set up?
About a minute. After payment you create an account, and your workspace is built automatically from the answers you gave in the assessment. If you have not done the assessment yet, you can take it first and your answers will carry across.
What if the estate turns out to be more complex than I thought?
We offer a 30 day money back guarantee, no questions asked. If the estate turns out to need a solicitor, contact us and we will refund you in full.
Can I share access with a family member or co-executor?
Currently the workspace is tied to a single account. We are working on co-executor sharing. In the meantime, sharing your login with a trusted co-executor is the simplest option.
Is my data secure?
Yes. Data is stored securely and is not shared with third parties. Payment is handled entirely by Stripe. We do not store card details.
What happens after probate is granted?
The workspace covers the full process, including the post-grant stage: collecting in assets, settling debts, and distributing to beneficiaries. Access does not expire, so you can use it for as long as the administration takes.
Ready to get started?
£99 one-off. No subscription. No renewal. Access for as long as you need it.
Get started for £99Secure checkout via Stripe. Takes a minute to set up.
Want to try first? Take the free assessment.
Prefer to start smaller?
The Starter Pack PDF has the same checklist, trackers and letter templates for £9.99. You can move up to the Workspace whenever you are ready.
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.