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.
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 —
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.
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.
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.
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.
It follows the real deadlines in England & Wales. Each stage tells your family exactly what to do next — so no one has to improvise.
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.
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.
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.
Every part is written for England & Wales, so nothing important is left out:
📧 Delivered instantly by email · 🖨 printed at home · kept together in one folder.
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.
“The paper work was easy to follow and complete. Completing it in our own time and at our pace, we were able to discuss difficult topics calmly. At the end of the weekend we have a document folder which should be very useful to those we leave behind.”
“As a retired Independent Financial Adviser I found this kit an extremely useful resource. Clear information well presented and simple to follow.”
I came across My Estate Kit, checked them out, read the reviews and decided to buy the family pack. I am so pleased I did as this kit lays out everything in clear simple steps and timelines, what needs to be done by when. […] It’s written in a very reassuring and practical style […] it’s like someone holding your hand guiding you through the process. […] Everyone should have one of these kits, honestly it will take so much stess away for loved ones.
My wife and I are in our seventies, have been married over 50 years and have a total of three living parents in their 90s! […] As the executors for all three, my wife and I are now assembling everything we can to make dealing with their estates as stress-free as possible. It is my firm belief that this kit will help bring structure to an overwhelming amount of documents and scribbled notes gathered to date.
I am 81 and my husband died 5 months ago. I knew where to look for all that was required then for registering the death and what was needed for probate. When I die it will not be that easy for my sons. I find these forms are a godsend to help save a lot of confusion and worry.
I purchased My Estate Kit and a few additional sections all were extremely helpful and better than a book I had purchased previously. It covered everything I required and laid it out in a logical timeline sequence with explanations on what to expect and when.
I have been concerned about how one of us will cope when the other passes on. A friend has just been through a six month nightmarish experience when her husband passed, because of her lack of involvement in family finances. […] my husband has not wanted to engage. I showed him this kit and he was impressed and happy to fill in his section. It is a huge saving of time, effort and worry.
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.
Just the basics.
Ideal if you own a home.
If you have life insurance, a larger estate or several heirs.
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.
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.
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.
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.
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.
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.
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.
Email us within 30 days and we’ll refund you in full, no questions asked.