What you receive.
Everything The Family Handover Kit contains, plus three things built specifically for the estate you named at intake. Every letter is addressed to the right department, checked by a person, and ready for a signature — you post them yourself.
One per bank, insurer and pension — never a shared template.
Each letter is addressed to the institution's own bereavement team and ready to sign. No account numbers or passwords — last four digits only.
One per institution, so nothing gets lost in the reply.
A card for each letter, so you can see at a glance who has replied and who hasn't — without holding it all in your head.
The real deadlines, built from your own dates.
Computed from the date of death and registration date you provide — not a generic list of windows that may not apply.
A real letter, the register that tracks it, the calendar built from your dates — the same render a real order produces.
Notification letter + card
Addressed, ready to sign — the acknowledgement card underneath is theirs to return.
The six-month calendar
Tell Us Once, probate, the Gazette notice, Inheritance Tax — from your own dates, not a generic list.
The register
One line per account — date it as each institution replies.
How it works.
Who has died, the date, and the banks, insurers and pensions to be told — around ten minutes. Saves as you go, on any device.
Every letter is read through by a person before release — not queued straight from your answers to your inbox.
Your letters, acknowledgement cards and calendar arrive as a PDF — within one business day. You print, sign and post them yourself.
Why £49?
The Family Handover Kit is £29 on its own. The File is the Kit plus the part that takes the longest to do by hand — writing out a separate, correctly-addressed letter for every institution, tracking who's replied, and working out the real deadlines from the actual dates. That's £20 more than the Kit alone.
The Kit, plus a ready-to-sign letter for every institution you name, its acknowledgement card, and a deadline calendar built from your own dates.
Nothing you start with is wasted. If you already bought The Family Handover Kit within the last 30 days, its £29 counts in full toward this — same email at checkout, applies by itself.
Who this pack is for.
The Kit told you who to call. The File is what you actually send them. The next step once the calls are made.
Every bank, insurer and pension named gets its own letter, not one generic template copied out by hand.
A structured place to track who's been told, what they asked for, and what's still owed a reply. The acknowledgement cards and calendar keep it from living in your head.
A kit, a file, a dossier.
A kit is what you're given; a file is what's been assembled; a dossier is what's kept current.
The Family Handover File provides structured notification letters and organisational documents to help administer an estate. It does not constitute legal, tax, financial, or probate advice. For advice specific to the estate, consult a qualified solicitor or regulated professional. Where regulated advice is required, Signum can provide it.