England & Wales · one-off prices

Get probate done without missing a step

Start with the printable Starter Pack, or keep everything organised online with the Workspace.

Most people start here

Starter Pack

£4.99

A 44-page printable toolkit to get organised and start probate yourself.

  • 25-step executor checklist
  • 9 ready-to-personalise letters
  • Excel estate accounts workbook

44-page PDF + Excel workbook · instant download
30-day money-back guarantee

Online workspace

Secure Workspace

£9.99

Keep every probate task, document and deadline organised online.

  • Your own secure probate Workspace
  • Track tasks, organisations and deadlines
  • Starter Pack included
Get the Workspace — £9.99

One-off, no subscription · 30-day full refund
Explore the Workspace free →

Already have the Pack? Add the Workspace for £4.99. How upgrading works

Everything in the Pack, kept organised online

Screenshots are of the real Workspace with an example estate.

The Workspace dashboard for an example estate: next step, stage and key dates
Know what to do todayA task list built from a short setup, with target dates and a clear next step.
The Workspace institution tracker for an example estate, with status for each bank and pension
Track every organisationBanks, pensions, insurers and HMRC, each with a status you update and a chase nudge.
The Workspace task list for an example estate, grouped by stage with dates
Every step in orderTasks grouped by stage, from the first days to distribution.
  • Letters filled in — with the estate’s details, plus what to put in each envelope.
  • Documents in one encrypted place — up to 25 files, 10 MB each.
  • Family can see progress — read-only access for up to 10 people; only you can change anything.
  • Estate accounts — assets and debts, money in and out, and a check before you pay beneficiaries.
  • A readiness check — before you apply yourself on GOV.UK.
  • The Starter Pack included — the 44-page PDF and the Excel workbook. Access does not expire.

30 days. Full refund. No questions asked.

If the Pack or the Workspace does not help, or the estate turns out to need a solicitor, ask within 30 days through the contact form (or from inside the Workspace) and we refund you in full.

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 do it 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 inheritance tax
  • You are not sure and the assessment flagged complexity

Not sure? Take the free assessment, or find a probate solicitor via the Law Society.

Common questions

What does £9.99 give me that the £4.99 Pack doesn't?

The Pack is printable: the steps, checklists, letters and an Excel accounts workbook. The Workspace includes all of that, plus your own secure probate account that dates your tasks, keeps a record of every bank and organisation you contact, fills in letters, stores documents, adds up the accounts and checks you are ready to apply.

I've already bought the Starter Pack.

Then you add the Workspace for £4.99 instead of £9.99. Use the same email you bought the Pack with and we recognise your purchase automatically, or use the upgrade link in your pack email.

Does my access run out?

No. One payment, no subscription or renewal. The Workspace stays open for as long as the administration takes.

Will it apply for probate for me?

No. You complete and submit the application yourself on GOV.UK. The Pack's checklist and the Workspace's readiness check show what is still missing before you do.

Is the assistant AI?

No. It answers from what you have recorded about the estate, our curated answers and our guides, and says so when a question needs a person.

What if the estate is more complex than I thought?

Ask within 30 days and we refund you in full. Settle is not legal advice; for a complex estate, speak to a solicitor.

Ready when you are

One-off prices. No subscription. 30-day full refund on both.

Secure checkout via Stripe. Not sure yet? Take the free assessment.