The Family Handover File · £49 · prepared from these details

complete

0/5 required · saves as you go · stays on this device until you pay

Section 1

The person who has died

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Their name heads every letter. The date of death is the date every deadline is computed from.

Their full name

Date of death

Their date of birth (optional)

Their address (optional)

As the institutions would hold it. The letters carry it in the facts so the right account is found first time.

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Section 2

The registration

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If the death has been registered, the calendar records it done and Tell Us Once runs from that date. If not yet, the File says what happens at the register office.

Date the death was registered (optional)

Section 3

Who is acting

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The executor signs every letter. Their correspondence address is where the acknowledgement cards and the banks' written confirmations return.

The executor's name

Their number (optional)

Their correspondence address (optional)

The acknowledgement cards print this address as their return route — without it, each institution replies to whatever address the executor writes on.

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Solicitor, if one is acting (optional)

Their number (optional)

Section 4

The institutions

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One letter is prepared per institution named here. Names and last four digits only — never full account numbers, never passwords.

Banks and building societies

One letter per institution — sole accounts are frozen; a joint account keeps operating for the surviving holder, and the letter asks the right one.

Pensions

Workplace or private. The letter stops payments and asks what death benefit is payable, and to whom.

Insurers

Life, home, car — the letter registers the death against the policies and asks for the cover position in writing.

At least one institution is needed — the letters are the File.

Section 5

The household

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The Kit's six parts — who the family calls first, where things are kept, the legal position. Answer what you know; nothing is guessed.

Who does the family call first? (optional)

Their relationship (optional)

Their number (optional)

If they can't be reached — who next? (optional)

Their number (optional)

Where are the important papers kept? (optional)

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Who else can get to them? (optional)

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Is there a will — and where is it?

Where is it kept? (optional)

GP practice (optional)

Where are the digital recovery routes recorded? (optional)

Not the passwords themselves.

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Anything the family should know? (optional)

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Fill required sections above to continue

Required: their name and date of death, the executor's name, will status, and at least one institution

Final stepThe Family Handover File · £49

Where to send it. £49, paid once.

Your File is prepared from these details, read through by a person, and emailed within one business day. 14-day refund window (Consumer Contracts Regulations 2013).

Nothing you start with is wasted — the £49 counts in full toward anything more expensive for 30 days, applied automatically when you buy with the same email.

What arrives

Your institution letters

one ready-to-sign notification letter per bank, insurer and pension named above — each addressed to that institution's bereavement team, with its acknowledgement card below the perforation

The register

every institution on one sheet, names and last digits, with the notify column to tick as each is told

The six-month calendar

every deadline this estate is on — registration, Tell Us Once, probate, Inheritance Tax — computed from the date of death

The Kit, alongside

the six-part household brief — who to call, where things are, the legal position — written up from the same answers

Still needed: their full name · date of death · the executor's name · will status · at least one institution

Your name (optional)

Who the File is prepared for — you may be the executor, or helping them.

Email to send it to

Used only for delivery and the refund window. Never added to a marketing list.

How did you hear about us? (optional)

Where should we post it?

The printed edition — archival stock, pressed wallet — follows in the post.

I confirm these details are accurate to the best of my knowledge. I understand the File is prepared from what I have entered and read through by a person before it is sent, and is guidance, not legal or tax advice. Once preparation begins my statutory right to cancel under the Consumer Contracts Regulations 2013 ends — Valoren's 14-day goodwill refund applies separately.

Complete the required fields above. Add a delivery email. Accept the boundary statement.

What does NOT happen

The details. Your device. Your control.

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Answers stay on this device until you pay

Saved locally while you fill them in. They reach our secure server only when you continue to payment — used solely to prepare the File.

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No account numbers, sort codes or passwords

Institution names and the last four digits of a reference — enough for a bereavement team to find the account, never enough to use it.

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Prepared from these details, read before it sends

Every letter is prepared from what you enter, then read through by a person before anything is sent — nothing goes out unread. Guidance, not legal, tax, or probate advice.

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One transaction. Nothing else follows.

No portal account. No subscription. No renewal. No marketing list. Valoren's 14-day goodwill refund applies if the File doesn't suit you.