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MY ESTATE GUIDEThe Family Handover Folder
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Built for England & Wales · Instant email delivery · 30-day money-back guarantee

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. My Estate Guide 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.

  • The READY Method: 5 steps that follow the real deadlines 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
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The plan your family will thank you for
Built around the real England & Wales admin journey — GOV.UK, Tell Us Once and HMRC guidance.
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 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.
5 days

That’s the legal deadline to register a death in England & Wales — and the registrar will ask for details only you know. None of what follows 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 READY Method

Five steps. One folder. Everything in order.

Built around the real deadlines in England & Wales. Each step tells your family exactly what to do next — so no one has to improvise.

R
First 5 days

Register & secure

Register the death (legal deadline: 5 days), order enough certified copies, find the will, secure the home and arrange the funeral.

Without a planFuneral paid out of pocket · too few certificates · the will found too late.
E
First weeks

Engage everyone

Tell Us Once for the government — then everyone it doesn’t cover: bank, mortgage, insurers, utilities, private pensions. Ready-to-send letters, in order.

Without a planThe death re-explained on every call · accounts missed.
A
Months 1–3

Arrange the estate

Every account, pension, policy and property listed in one register — so the executor knows what exists and where it is.

Without a planPolicies forgotten · months spent searching drawers.
D
By month 6

Declare to HMRC

The valuation, probate and any Inheritance Tax — due by the end of the sixth month, after which HMRC charges interest.

Without a planLate-payment interest · probate dragging on.
Y
Final step

Your legacy, settled

Debts paid, assets distributed, your wishes respected — with the document checklist a professional will ask for.

Without a planDelays · disputes between family.
Leave them a plan →
What you actually get

Two things in one kit: the plan, and the records that feed it.

  • The step-by-step action plan — the READY checklists: what to do, who to contact and in what order.
  • 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.

Simple idea, but genuinely useful
“It’s not something you particularly want to think about, is it? But once I got started, it was surprisingly straightforward. Everything’s now in a folder where my family can find it.”
Peter J. · 71
Oneweekend
A clearplan
Onefolder
They’ve already done it

What early readers say

Early readers received a free copy of the guide and were thanked for their time.

I wish we’d had this when Dad died
“When my father passed away, we spent weeks looking for documents and trying to work out who needed contacting. Reading this brought back those memories. I don’t want my children dealing with the same confusion.”
Linda F. · 66
I thought having a will was enough

“We’d already sorted our wills, so I honestly thought we were organised. Then I realised my children wouldn’t know where half our paperwork was or who to contact. This guide made me think about things I’d never considered.”

Sarah M. · 58
My daughter had no idea where to start

“I asked my daughter where she’d find my pension details and bank information if something happened to me. She couldn’t answer. That was a bit of a wake-up call. We’ve now got everything written down in one place.”

David P. · 64
Found a pension I’d forgotten about

“While filling in the financial records, I came across paperwork for an old workplace pension. I’d completely forgotten about it. Made me wonder what else my family might have missed.”

Margaret L. · 72
My son said he wouldn’t have known half of it

“I showed my son the folder after completing it. He knew about our main bank account but had no idea about the insurance policies or Premium Bonds. That alone made it worthwhile.”

Andrew K. · 62
A conversation we’d been putting off

“My husband deals with most of our finances. Going through this together showed me just how much I didn’t know. Not the cheeriest conversation we’ve ever had, but I’m glad we finally had it.”

Helen R. · 61
Worth doing for peace of mind

“The thought of my wife having to deal with the mortgage, bills and bank accounts on her own really bothered me. We’ve started filling this in together. It’s reassuring to know she’ll have something to follow.”

Paul W. · 55
Much more practical than I expected

“I wasn’t looking for another book about wills. I wanted something that explained what actually happens afterwards. The sections on notifying organisations and sorting out the paperwork were particularly useful.”

Richard T. · 67
Clear, straightforward and very British

“No complicated legal language, just sensible advice about what needs doing. I particularly liked that it covers things like Tell Us Once, probate and HMRC rather than giving generic advice.”

Christine B. · 69
Choose your kit

One plan. Three levels of preparation.

If you own a home, the Settled Family Pack is the one to choose. 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 READY checklists (Register · Engage · Arrange · Declare · Your legacy)
  • Nothing forgotten — 10 guided fill-in sheets (prompts, not blank pages)
  • 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
or
Recommended for homeowners

The Settled Family Pack

Ideal if you own a home.
£47Launch price
One-off payment · no subscription
  • 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
  • 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
or

The Complete Peace-of-Mind Pack

If you have life insurance, a larger estate or several heirs.
£76Launch price
One-off payment · no subscription
  • 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
or

If you own a home, choose The Settled Family Pack — it covers the property side without paying for the advanced estate options.
Probate help from a solicitor runs £1,500 or more. From £29, this is the preparation that makes it straightforward.

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 your support email 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 — 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 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. This kit provides exactly that. The two work together.

What does the pension change from April 2027 mean?

From 6 April 2027, most unused pension funds form part of your estate for Inheritance Tax. Your executor becomes personally responsible for identifying every pension and paying any tax due before probate is granted. This kit includes a pension register and nomination safeguard.

Doesn’t ‘Tell Us Once’ cover everything?

No. Tell Us Once notifies government departments only. It does not notify your bank, mortgage lender, insurers, utilities or private pensions. This kit takes your family through all of those, in order.

Is it a physical product you post to me?

It’s delivered instantly by email as downloadable, printable PDF documents. You print it at home and keep it together in one folder. Most people have it printed and started within the same evening.

Isn’t it a bit morbid?

It’s the opposite of morbid: it’s a practical job you do once, calmly — the same feeling as finally getting your insurance in order. You’re organising one last act of care for the people you love. And once it’s in the drawer, it’s off your mind.

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.

Leave them a plan →

My Estate Guide — Protect what matters. Simplify tomorrow.

An organisational aid for families in England & Wales. Not a law firm, financial adviser or substitute for professional advice, and not affiliated with any government body. Rules vary and change — always check with the relevant authority.

One-off payment, no subscription · 30-day money-back guarantee · digital product delivered by email.

✓

Thank you. Your guide is on its way.

Your order of My Estate Guide is confirmed. Here’s what to do next.

1

Open the email from My Estate Guide

It arrives within a few minutes. Check your spam or promotions folder if you don’t see it.

2

Download your PDF and print it

Fill it in on screen or print it at home and keep it together in one folder.

3

Start with the READY checklist

Begin with step R — Register & secure. A little each weekend is enough.

Nothing in your inbox after an hour? Email your support email and we’ll send it straight away.

My Estate Guide
From £29 · one-off