The Executor Kit: An Executor Pack for UK Estates
Organisers for the practical tasks after a death, so less has to be remembered.
Eight files for the person dealing with the estate of someone who has died in the UK: a first-week checklist, who to inform, an estate task list, an assets and debts register, accounts to close, letters, an expenses log and a document locator.
£32
8 files · instant download · A4 · refunds within 14 days
In the US? See the US edition (°F, Letter, $)
What’s inside
EX-01/01First Week After a Death ChecklistFree to try
What usually needs doing in the first days after someone dies in the UK, including registering the death, on one A4 page.
- PDF · A4
EX-01/02Who to Inform When Someone DiesFree to try
The organisations that usually need to be told, which ones Tell Us Once covers, and a record of each call or letter.
- PDF · A4
- Excel
- Works in Google Sheets
EX-01/03Estate Administration Task List
The steps of dealing with an estate in England and Wales, in order, with an owner, status and due date for each, and overall progress.
- Excel
- Works in Google Sheets
EX-01/04Estate Assets and Debts Register
Everything the person owned and owed at the date of death, how each was held, and the totals you need for probate and Inheritance Tax.
- Excel
- Works in Google Sheets
EX-01/05Accounts and Subscriptions to Close
Subscriptions, memberships and online accounts to cancel, transfer or memorialise, with the monthly cost of whatever is still running.
- Excel
- Works in Google Sheets
EX-01/06Bereavement Notification Letters
Five editable letters to tell a bank, an energy supplier, a pension provider, the credit reference agencies and a landlord about a death.
- Word
EX-01/07Executor Expenses Log
Every cost of dealing with the estate, who paid it, and how much is still owed back to anyone who paid from their own pocket.
- Excel
- Works in Google Sheets
EX-01/08Important Documents Locator
A two-page A4 list of the papers usually needed to deal with an estate, with space to note where each one is kept.
- PDF · A4
Why it’s built like this
After a death, the practical tasks arrive together and at the hardest time: registering the death, telling organisations, finding papers, and later the estate itself. This kit does not make decisions for you. It gives you one place to write things down, so reference numbers, calls and half-finished tasks are not all being held in your head.
The files follow the usual order. The first-week checklist and the who-to-inform list cover the early days, including registering the death and Tell Us Once. The task list, the assets and debts register and the expenses log help with probate, Inheritance Tax and the estate accounts over the following months, and the spreadsheets can be shared with family in Google Sheets.
You can start with whichever file fits the moment. In the first days, most people only need the checklist and the list of who to inform, a pen and a phone. The document locator helps when you are searching for a policy or pension number. The expenses log is worth starting early, because receipts from the first weeks are the easiest to lose. The assets and debts register and the task list matter most once you are valuing the estate and preparing to apply for probate.
The rules described are for England and Wales unless a file says otherwise; Scotland uses confirmation rather than probate, and Northern Ireland has its own procedures. The files are organisers, not legal advice. If the estate is complicated, contested or has Inheritance Tax to pay, a solicitor can help, and these records will make that easier.
Who it’s for
- Executors named in a will
- Administrators and family members dealing with an estate without a will
- Anyone helping a parent or partner through the paperwork after a death
Try two files free
Two of the 8 files are free. Enter an email address on either page and the file arrives in your inbox. You can use them on their own; the rest of the kit is there if you need it.
- First Week After a Death Checklist (PDF)
- Who to Inform When Someone Dies (PDF, XLSX)
How delivery works
- Pay on the secure checkout page. It is run by Link, Stripe’s payment service, so your statement shows LINK.COM.
- You come straight back here, and a download link arrives by email within a minute. It works for 30 days, and you can get a new one from the help page at any time.
- The download is one zip file: A4 PDFs to print, Excel files that also open in Google Sheets and LibreOffice, Word documents with the blanks highlighted, a README and the licence.
Guides
Questions
- Do I need a solicitor to deal with an estate?
- Not always. Many executors apply for probate themselves, and some estates do not need probate at all. If there is property, a business, a dispute or Inheritance Tax to pay, a solicitor can be worth it. This kit keeps the information they will ask for in one place.
- Does this work in Scotland and Northern Ireland?
- The organisers work anywhere, but the steps and wording follow England and Wales. Scotland uses confirmation rather than probate and has different time limits for registering a death; Northern Ireland has its own probate office. Check mygov.scot or nidirect for the local steps.
- Can several family members use the files together?
- Yes. The spreadsheets open in Google Sheets, where you can share them so everyone sees the same list. The task list has an Owner column so it is clear who is dealing with what.
- What if there is no will?
- The estate still needs someone to deal with it. GOV.UK explains that when there is no will, the closest living relative can usually apply to deal with the estate, and the law decides how it is shared. The files work the same way for an administrator as for an executor.
- Does Tell Us Once replace the letters in the kit?
- Only in part. Tell Us Once reaches most government organisations, such as HMRC, DWP, DVLA, the Passport Office and the council, but not banks, building societies, energy suppliers, landlords or other companies. The letters are for those. Tell Us Once is not available in Northern Ireland.
- Should I wait for probate before using these files?
- No. The first-week checklist, the list of who to inform, the document locator and the expenses log are useful from the first day. The register of assets and debts is what you will need in order to value the estate before applying, so starting it early saves time later.
- What format are the files, and how do I get them?
- One zip file, available straight after checkout, with a download link by email as well. Inside are A4 PDFs to print, Excel files that also open in Google Sheets, Word letters with the details to fill in highlighted, a README and the licence.
- What if it is not what I needed?
- Email us within 14 days of buying and we will refund you in full. You do not need to give a reason.
Refunds
If the kit isn’t what you needed, email us within 14 days of buying and we’ll refund you in full. No form, no questions. Details are on the help page.
Last reviewed: 29 September 2026 · Sources named on each file · Not legal or professional advice