★★★★★4.9 / 5 — used by families across England & Wales
A will says who gets what. It doesn’t tell your family what to do when you’re gone.
After a death there’s a stretch of admin no will can cover — the frozen bank, the pensions, Tell Us Once, probate, the deadlines. The Family Handover Kit is the step-by-step plan for it: what to do, who to contact and in what order, across the first 5 days, 28 days and 6 months. So your family isn’t left guessing.
Covers the 3 critical windows: 5 days, 28 days and 6 months after a death.
A step-by-step plan plus the fill-in records that feed it — no legal jargon.
Built for the real England & Wales journey — register, Tell Us Once, probate, HMRC.
Instant email delivery — print it at home, start this evening.
One-off payment, no subscription · 30-day money-back.
🔒 Secure payment📧 Instant delivery🖨 Print at home♻️ 30-day refund
The plan your family will thank you for
Built around the real England & Wales admin journey — GOV.UK, Tell Us Once and HMRC guidance. Reviewed by a UK probate professional.
The gap no one warns you about
When you’re gone, the admin doesn’t stop. It lands on the people you love.
Between the day someone dies and the day the estate is finally settled, there’s a stretch of admin no one prepares you for — a sequence of deadlines, institutions and decisions. Solicitors call it probate. Families just call it the nightmare. Here’s what it actually looks like —
The scavenger hunt
Your children going drawer by drawer, through old statements and a locked phone, trying to work out which banks, which pensions and which policies even exist.
With a plan: it’s already listed — every account, and what to do with it.
“Tell Us Once” doesn’t tell your bank
The government’s service notifies the State. It does not notify your bank, your mortgage, your insurers or your private pension — those are still dozens of calls, in no particular order.
With a plan: who to contact, in what order — nothing missed.
Money frozen, bills still coming
Accounts freeze on death. Many firms won’t release a penny without the grant of probate — while the bills keep arriving through the door.
With a plan: your family knows what exists and the right steps to take, with no delay from missing information.
87%of people say sorting a loved one’s affairs was stressful, and a third of executors had never done it before. (Exizent Bereavement Index) None of it is a legal problem. It comes from one thing — no one was left a plan to follow.
“Surely they’ll work it out?”
They’d work it out eventually — over many stressful months, with frozen accounts, missed deadlines and forgotten policies along the way. They don’t just need your information. They need a plan — what to do, who to contact, and in what order.
The method
One simple plan, in three stages: 5-28-6.
It follows the real deadlines in England & Wales. Each stage tells your family exactly what to do next — so no one has to improvise.
5
days
SECURE the urgent things
The first actions, in order: register the death (legal deadline: 5 days), order 10–15 death certificates, find the will, name the executor and arrange the funeral.
⚠ Without a planFuneral paid out of pocket · too few certificates ordered · the will found too late
28
days
NOTIFY the right people, in order
Tell Us Once covers the government (a 28-day window). The plan then takes them through everything it doesn’t — bank, mortgage, insurers, utilities and private pensions — with a register of every account and ready-to-send letters.
⚠ Without a planThe death re-explained on every call · accounts missed · overpayments to repay
6
months
SETTLE it properly
The steps to close the estate: probate (a few weeks online, up to 16 weeks on paper), the valuation, Inheritance Tax (due by the end of the 6th month), debts, property and distribution — with the document checklist a professional will ask for.
⚠ Without a planTax penalties · probate dragging on for months · disputes between family
Two things in one kit: the plan, and the records that feed it.
Every part is written for England & Wales, so nothing important is left out:
The step-by-step action plan — the 5-28-6 checklists: what to do, who to contact and in what order, at each stage.
The account & asset register— bank accounts, ISAs, NS&I & Premium Bonds, the State Pension and any private or workplace pensions, life insurance.
The personal record— National Insurance number, NHS number & GP, council tax, utilities, the Tell Us Once and HMRC references.
Where everything is kept — the original will, the deeds, certificates, keys and passwords.
Funeral & final wishes, and the ready-to-send notification letters.
📧 Delivered instantly by email · 🖨 printed at home · kept together in one folder.
Simple to do
You do it once, calmly, over a single afternoon.
Guided questions and clear sections — no blank-page overwhelm, no jargon, no legal training required. You fill it in at your own pace, print it, and keep it together.
Plain-English prompts that tell you exactly what to put where.
Nothing to install, nothing to wait for in the post.
Then it’s ready — and the day your family needs it, they just follow the plan.
“I did it one rainy Sunday afternoon. It isn’t a notebook — it’s a plan my family can actually follow. Such a relief to finally have it done and know they won’t be left guessing.”
Pamela, 70Somerset · The Settled Family Pack
Oneafternoon
A clearplan
Onefolder
★★★★★
“In probate, two kinds of family come through the door. The ones who arrive with a plan — ordered, filled in — leave with the estate mapped out in an hour. The ones who arrive with nothing are told, gently, that this will take many months. Both loved their family just as much. The only difference was that one had a plan to follow.”
Robert HartleyRetired probate practitioner · 35 years in practice⚖ Professional endorsement
Drawers turned out, looking for accounts no one knew existed
The death re-explained on call after call, in no order
A forgotten ISA or Premium Bonds found years too late
Money frozen while the bills keep coming
Probate stalled for want of one missing document
Funeral wishes argued over, because no one was sure
One child carrying it all, the others second-guessing
Grief, with admin piled on top
With the plan
Every account, pension and policy already listed
A clear order of who to contact, and what to say
Nothing valuable quietly lost
The family knows the right steps to take
Probate paperwork ready, in order
Funeral wishes written down, clearly
No one left guessing, no one left blamed
Room to actually grieve
4.9
★★★★★
318 reviews · over 1,200 families
5 stars92%
4 stars6%
3 stars1%
2 stars1%
1 star0%
Susan · Yorkshire
✓ Verified buyer
★★★★★
I’ve finally stopped lying awake about it
My son now has a clear plan to follow — the pensions I’d half-forgotten, the policies, the order to do things in. One quiet afternoon and it was done.
The Settled Family Pack · 2 weeks ago
Geoffrey · Kent
✓ Verified buyer
★★★★★
So my daughter never has to chase the way I did
When my wife passed I learned the hard way how much they ask for. This lays out exactly what to do and when. Properly British, sensible — it put my mind at rest.
The Complete Peace-of-Mind Pack · 1 month ago
Helen · Devon
✓ Verified buyer
★★★★★
The calmest conversation we’ve ever had
I bought it for my parents and we filled it in together over Sunday lunch. We followed the steps — no drama, no awkwardness, just sorted.
The Essential Kit · 3 weeks ago
Malcolm · Bristol
✓ Verified buyer
★★★★★
It’s a plan, not a pile of paper
What sold me is that it tells you what to do, step by step. My wife wouldn’t have known where to begin — now she has a plan she can simply follow.
The Settled Family Pack · 5 days ago
Dorothy · Cheshire
✓ Verified buyer
★★★★★
Everything in order, at last
I’m the one who always handled the paperwork. Now if anything happens, the children just open it and follow the steps. An enormous weight off my shoulders.
The Complete Peace-of-Mind Pack · 1 month ago
Choose your kit
One plan. Three levels of preparation.
Most families with a home choose the Settled Family Pack. Every kit is a one-off payment, delivered by email to print at home, with a 30-day money-back guarantee.
The Essential Kit
Just the basics.
£29
One-off payment · no subscription
Know what to do first — the Start Here card: the first 5 actions, in order
A clear plan for each stage — the 5-28-6 checklists (Secure · Notify · Settle)
Every account in one place — banks, pensions, NS&I, ISAs, insurance
They’ll know where it’s all kept — will, deeds, keys, passwords
Instant email · print at home · 30-day money-back
Most chosen
The Settled Family Pack
Ideal if you own a home.
£94£47−50%
One-off payment · save £47
Everything in The Essential Kit
The Homeowner’s Pack — deeds, mortgage, Land Registry (DJP/AP1); the house doesn’t block the estate
The Will Safeguard — where the will is, the executor, and your pension & life-policy expression of wish kept up to date (so nothing goes to the wrong person)
12 ready-to-send notification letters — the firms Tell Us Once skips
A second set to print for your partner
Email support · 30-day money-back
The Complete Peace-of-Mind Pack
If you have life insurance, a larger estate or several heirs.
£144£76−50%
One-off payment · save £68
Everything in The Settled Family Pack
Whoever acts knows exactly how — the Executor’s Brief + the 7 costly mistakes
The 6-Month Action Calendar — every step + deadline, week by week (the IHT deadline + 14 days’ warning, never a surprise)
The Estate & Inheritance Tax organiser + the probate checklist, in the order to gather them
A solicitor starts in minutes — the Professional Handover Sheet
Yearly update reminder · priority support
When in doubt, most families with a home choose The Settled Family Pack — it covers what comes up most, without paying for the advanced estate options. Probate help runs £1,500+; from £29, this kit is what makes it fast.
30
A simple 30-day money-back guarantee
Download the kit, read the plan, print the sheets and start filling them in at your own pace. If you don’t feel it helps your family know what to do, just email raphael@myestatekit.co.uk within 30 days. We’ll refund you in full within 48–72 hours — no forms, no questions.
Questions families ask
Everything you might be wondering
Is it just a place to write things down?
No — that’s the important bit. It’s a step-by-step plan: what to do, who to contact and in what order, across the 5 days, 28 days and 6 months after a death. The fill-in records (accounts, pensions, policies) feed that plan so your family can simply follow it.
We’ve already made a will — do we still need this?
A will says who inherits. It doesn’t give your family a plan for what to actually do — where everything is, which pension to call, what to cancel, who to contact first. That practical plan is exactly what the kit provides. The two work together.
Is it a physical product you post to me?
No. It’s delivered instantly by email. You print it at home and keep it together in a folder — so there’s nothing to wait for and nothing to lose in the post.
Doesn’t ‘Tell Us Once’ cover everything?
No. Tell Us Once notifies government departments only — not your bank, mortgage, insurers, utilities or private and workplace pensions. The plan takes your family through all of those, in order.
Isn’t it a bit morbid?
It’s the opposite. This is organising, not dying — the same as keeping your insurance papers in order. Most people tell us they feel real relief once the plan is in place.
What if it isn’t right for us?
Email us within 30 days and we’ll refund you in full, no questions asked.
One last thing for the people you love
You worked hard for what you have. Don’t let the last thing you leave be confusion.
✓ Verified customer
