Library · Step-by-step guides

What to do, in order.

Seven numbered guides for the situations where sequence matters. Built from the same free institutional library.

Step-by-step guide

What to do after a death

A step-by-step guide to the practical steps after a death in England and Wales — registration, government notifications,…

Step-by-step guide

The documents and steps for an executor in the first four weeks — estate inventory, probate application, creditor notifi…

Step-by-step guide

Step-by-step guide for when a parent is losing mental capacity — first conversations, LPA registration, care planning, a…

Step-by-step guide

The documents and records to put in place before anything happens — so the people who need them can find them when it ma…

Step-by-step guide

The documents to prepare so that someone can take over the household, access what's needed, and keep continuity if you'r…

Step-by-step guide

The documents for anyone with children or dependants — named guardians, first contact cards, trusted-person briefing, an…

Step-by-step guide

What to review after inheritance, remarriage, relocation or a major asset event — the deed of variation window, pension …