Verified buyerMy Estate Kit Scotland — spare your family the administrative chaos after a death, prepared in one weekend, or your money back.
My Estate Kit Scotland is the Scottish edition of the Family Handover Kit: it organises what your loved ones will need across the first 8 days, 28 days and 6 months after a death in Scotland — built for Scots law (Confirmation, not probate) — so they're not left guessing while they grieve. It works alongside your will and a solicitor, not instead of them.
- Covers the 3 windows that matter: register (8 days), notify (28 days), settle (6 months)
- 13 guided fill-in sheets — prompts, not blank pages, no legal jargon
- Built around the real Scottish estate-administration journey, reviewed by a Scottish executry specialist
- Instant email delivery · you can start this evening
- One-off payment with no subscription · 30-day money-back guarantee
🔒 Secure payment📧 Instant email delivery🏴 Scotland♻️ 30-day guarantee
4,200+families already use it
The real problem
The mistake most families make? Assuming a will, and a drawer of papers, is enough.
A will is important. But between the death and Confirmation, your family steps into what we call the Admin Gap. Here is what those first weeks look like, without anything prepared.
Tuesday · the bank
The accounts are frozen
The bank pays the funeral director directly — and then freezes everything else until Confirmation. Your children put the £4,000 deposit on their own card, and the savings stay locked for months.
Thursday · the post
Tell Us Once isn't enough
The registrar gives them a Tell Us Once reference. It tells the government — not the bank, the pension, the insurer or the utilities. Those they must ring one by one, repeating the death until it stops meaning anything.
Sunday · the spare room
The paperwork scavenger hunt
Which pension provider? Were there Premium Bonds? Which bank held the ISA? They spend their weekends on the floor, going through drawers and old statements — tracking down accounts they didn't know existed.
None of this comes from a legal problem.
It all comes from the fact that no one wrote down where everything was, in advance.
It all comes from the fact that no one wrote down where everything was, in advance.
Our community
People who've already done it
Their relief is the best reason we know to prepare early.
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One afternoon. A cup of tea. Real peace of mind.
Simple to fill in.
Impossible to improvise.
Most families put this off because it feels heavy, sad or complicated.
The Family Handover Kit makes it simple.
Guided questions. Clear sections. No intimidating blank page.
You work through it step by step, filling in only what applies to your situation.
A few hours today can spare your loved ones weeks of confusion, phone calls and missing documents later.
Get the Family Handover KitYour family knows
where to look.
No one else does.
Passwords get forgotten. Documents get scattered. The things that matter most can stay locked inside your head.
The kit lets you bring it all together in one clear folder you can print and keep somewhere safe.
With your important papers. In a family folder. Or with one person you trust.
Keep it with your important papers. Sleep easy.
Families finally taking the time to get it sorted
★★★★★
“I took a quiet afternoon to fill it in. By the evening I'd rung my daughter to tell her where the folder is kept. For the first time in ten years, I felt I'd actually done the thing I kept meaning to do.”
★★★★★
“It's practical, it's clear, it's guided. You don't have to be good with paperwork. I did it at the kitchen table one Sunday. My children now know exactly where to look when the time comes.”
★★★★★
“We did ours as a couple. We each filled in our own and shared the details. Our executor won't be starting from a locked phone and an empty drawer — it's all in one place.”
8 days → 28 days → 6 months
What no one tells you
The real problem begins before Confirmation.
A will, a life policy, savings in the bank: all useful. But between the death and the grant of Confirmation there's a blind spot no one talks about — the Admin Gap.
79%
of people in Scotland don't have a clear understanding of what Confirmation even is — and most underestimate what it costs. Your family steps into it with no guide, no register, no one to point the way.
If nothing is prepared in advance, the accounts stay frozen, the funeral is paid out of pocket, and the old workplace pension or forgotten ISA goes unclaimed for months — while the Inheritance Tax clock keeps running.
The lesson:a will alone doesn't spare a family. It's the practical organising, done in advance, that makes all the difference.
The method
The 8 · 28 · 6 System
Three windows. Three jobs. One method — built for Scotland.
The 8-28-6 System turns what's in your head into a clear folder, sitting in a drawer, ready to be opened the day it's needed.
Simple method. Clear actions. A quiet mind.
3 windows · 3 horizons
Everything prepared before the worst week, in 3 simple steps
The method comes down to three windows. Each has its priorities, its right moves, and its risk if nothing is ready.
1
Window 1 · 8 days
REGISTER the essentials
Where the will and executorare (executor-nominate if there's a will, executor-dative if not), the “start here” sheet, the death-certificate guide (the death must be registered within 8 days in Scotland; order 10–15 copies), funeral wishes and the immediate-contacts list.
⚠ Risk without preparationFuneral paid out of pocket · will not located · the first days lost searching
2
Window 2 · 28 days
NOTIFY the right organisations
The single register of every account, the ordered notification map, ready-to-send letters, and the plain list of what Tell Us Once does not cover — bank, mortgage, insurers, utilities, private pensions.
⚠ Risk without preparationAccounts missed · the death repeated thirty times · unclaimed money
3
Window 3 · 6 months
SETTLE the estate, on time
The Confirmation (C1) checklist — splitting the estate into heritable and moveable — the estate value worksheet, and the Inheritance Tax deadline calendar — IHT is due by the end of the sixth month, with interest after, and in Scotland it has to be paid before Confirmation is granted.
⚠ Risk without preparationInterest on late tax · the C1 returned for errors · a family falling out over a house
★★★★★Verified customer
What it feels like, once it's done
The relief of finally having it sorted.
“What a relief. For the first time in years, I sleep easy. It's all filled in, it's all in one place, and my children know where to find it. It's the best thing I could leave them.”
Verified customer · Scotland
One afternoon
to fill in the essentials
13 documents
to complete by hand
One folder
your family knows where to find
★★★★★
In executry work, two kinds of family come through the door. The ones who arrive with a real folder — ordered, filled in — and leave with the estate mapped out in an hour. And the ones who arrive empty-handed, who've never heard the word “Confirmation”, to whom you must explain that settling the whole estate can stretch across many months. Both kinds love their family just the same. The difference is one thing: one had prepared.
Alasdair MackenzieRetired executry specialist — 35 years in Scottish practice ⚖ Professional endorsement
Before · After
The day it comes, two very different outcomes
The same death, the same family. Two completely different experiences, depending on whether you prepared the folder — or not.
Without the kit
- Your family improvise in a panic for weeks
- The accounts are frozen and the funeral is paid out of pocket
- Documents nowhere to be found, passwords forgotten
- Tell Us Once told the government — but not the bank or pension
- Old ISAs and a workplace pension go unclaimed
- Weekends spent tracking down accounts one envelope at a time
- Interest starts on Inheritance Tax left unpaid past 6 months
- Siblings fall out over the house and the timing of the sale
With the kit
- They open the folder, and they know where to begin
- The bank pays the funeral director directly, from the right request
- Everything is located and noted in one register
- The ordered notification map covers what Tell Us Once doesn't
- Every account, pension, ISA and Premium Bond on one page
- No drawer-by-drawer hunt — it's all in one folder
- The 6-month deadline in view, with warning before it falls
- Everyone sees the same information — far less to fall out over
What people who've done it say
71 · Perth
✓ Verified buyer3 weeks ago
The Home & Wishes Pack
★★★★★
The best thing I've done for my daughters
I lost my own mother three years ago and spent months tracking down her accounts while everything was frozen. I never wanted my girls to go through that. I filled this in over a rainy Sunday with a cup of tea, then told my eldest where the folder lives. For the first time in years, I sleep properly.
64 · Aberdeen
✓ Verified buyer1 month ago
The Home & Wishes Pack
★★★★★
Sceptical at first — won over by the end
I'd already had a will drawn up by a solicitor and assumed that was that. This kit made me realise a will tells them who gets what, not where anything is, and not the first thing about Confirmation. The account register alone is worth it. My husband would never have found the old workplace pension on his own.
69 · Stirling
✓ Verified buyer2 weeks ago
The Complete Estate Pack
★★★★★
We finally talked about it without falling out
My husband and I did ours together at the kitchen table. First proper conversation about all this in forty years of marriage, and nobody raised their voice. Our three children won't have to guess, and they won't have to choose between us.
Choose your pack below
CHOOSE YOUR PACKIf you just want the core kit
Ideal if you own a homeThe sensible choice
For larger estates, investments, second properties, or possible IHT concernsThe complete choice
Choose the level of preparation that suits your family.
The Home & Wishes Pack suits most families with a home and a will. The Complete Estate Packadds an Inheritance Tax & estate-value organiser for larger or more complex estates.
Secure paymentInstant email accessPrintable documents30-day guaranteeBuilt for Scotland
The Essential Kit
Your clear starting guide and the core actions — what to do first, in the right order
29£
One-off payment · no subscription
- A plain-English Start Here guide — what to do in the first days, step by step
- The full 8-28-6 action plan — register · notify · settle
- 13 guided fill-in sheets — prompts, not blank pages
- The complete account, pension & policy register
- Instant email access
- 30-day money-back guarantee
The Home & Wishes Pack
The complete kit for most families with a home and a will
47£
One-off payment · no subscription
Most popular — everything most families need
- Everything in The Essential Kit
- The heritable-property organiser for Registers of Scotland (property, title, mortgage)
- The will-and-wishes record: where the will is, the executor (nominate or dative), funeral wishes
- 12 ready-to-send notification letters — for the banks, pensions and insurers Tell Us Once doesn't contact
- Email support included
- 30-day money-back guarantee
The Complete Estate Pack
Everything included + Inheritance Tax & estate-value organiser
76£
One-off payment · no subscription
For larger or more complex estates
- Everything in The Home & Wishes Pack
- The Inheritance Tax & estate-value organiser (heritable & moveable assets and debts laid out)
- The Confirmation (C1) document checklist — in the order to gather them
- A plain-English page on prior rights & legal rights, so your family understands them
- The 6-month deadline calendar + executor responsibilities to keep in mind
- The professional handover sheet for a solicitor or accountant
- Priority email support · 30-day money-back guarantee
Not sure? The Home & Wishes Pack suits most families: it covers the home, the will and the notifications, without paying for the advanced estate-value organiser. This kit is a practical organiser — not a will, nor legal or tax advice — built around the Scottish Confirmation process.
Almost there
Choose your pack to continue
Pick the level of preparation that suits your family above — the secure checkout opens right here.
See the packsOne-off payment · instant email delivery · 30-day money-back guarantee.
Every order is covered by our 30-day money-back guarantee
Download the kit, read through the documents, print the pages you need and start filling them in at your own pace.
If you feel it doesn't help you get things clearer, simply email us at raphael@myestatekit.co.uk within 30 days.
We'll refund you in full within 48 to 72 hours — no complicated justification, no forms to fill in — via the payment method you used.
Frequently asked
The questions families ask before ordering
If you can't find your answer, email us at raphael@myestatekit.co.uk and we'll be glad to help.
I've already made a will. Why do I need this?
Your will sets out who inherits — but in Scotland that can only be acted on once the executor obtains Confirmation. This kit covers what the will doesn't: the weeks before, when accounts are frozen, Tell Us Once doesn't reach the bank, the funeral needs paying, and the family is hunting for documents. The two work together.
I'm in good health. Isn't this premature?
It's exactly the right time. The kit takes one quiet afternoon now. Left until later, in a rush, the same job takes weeks and costs far more in professional fees — and the questions are harder to answer. A folder filled in to 80% today is worth far more than a perfect one never started.
Do I need to be confident with computers?
No. Once you've downloaded and printed it, you work entirely on paper, at your own pace. Everything is filled in by hand. If you'd like a hand downloading or printing, our support team can talk you through it.
My family knows where everything is. Do they really need this?
They know the big things. It's the small ones that get lost — an old ISA, a workplace pension from a job thirty years ago, Premium Bonds, a policy you'd forgotten. Those are exactly what go unclaimed. One page that lists everything means nothing depends on memory at the worst possible moment.
Can't I find this free online?
Raw information, yes — there are good free checklists. But a checklist is a list of tasks. It doesn't hold your NS&I holder number, your pension references, your council tax account, or which of your policies is written in trust. This is your information, gathered in the order your family will need it — not a list of things they'll still have to go and find.
Is there a subscription or renewal?
No. It's a one-off payment. You'll never be charged again. No hidden fees, no automatic renewal.
What if it's not for me?
You have 30 days to look it over at home. If you don't feel it helps you prepare, one email and we refund you in full — no questions, no forms.
The last organised gift
What you leave them isn't just an estate. It's an order to it.
When the day comes, your family won't have to guess. They'll open the folder, and they'll know. A few hours this week can spare your loved ones months of confusion.
→ Prepare their folder now🔒 Secure payment · 📧 Instant email delivery · ♻️ 30-day money-back guarantee
The Family Handover Kit — from £29One-off payment · instant email delivery
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