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98 documents · 79 form walkthroughs · 15 tools

The Index

Everything we hold, in one place — arranged by the moment you are in, not by what any of it is called. Most of it is free, and none of it needs an account to read.

01

After a death

Someone has died — acute, then probate.

22 documents · 7 tools · 3 form groups

BD8 — Notifying DWP: Your Three OptionsFree · 7 min

The BD8 form notifies DWP of a death. This guide explains your three options, who sends it, and who doesn't need to.

Bereavement First StepsFree · 7 min

Grief is hard enough without the search.

First-Week PackFree · 6 min

The first task is not everything. It is the next thing.

Bereavement Support Payment GuideFree · 11 min

The DWP does not chase you. The claim window closes. Eighteen months is the limit.

Coroner Referral GuideFree · 5 min

The first week needs sequence, not force.

Cremation & Body Donation Authorisation BriefFree · 27 min

Some tasks belong today. Others can wait.

Cremation & Body Donation BriefFree · 16 min

Readiness is not pessimism. It is care in advance.

Day-1 Registration BriefFree · 3 min

Registration begins the record. It does not settle the estate.

Do Not Do YetFree · 3 min

Completion is not the goal. Readiness is.

DWP Notification GuideFree · 12 min

Grief can wait. Some administration cannot.

Estate Bank Account BriefFree · 5 min

A frozen account is not a wall. It is a process.

First Contact CardFree · 4 min

A named contact turns uncertainty into a route.

The First WeekFree · 8 min

The correct order matters more than speed.

Funeral Director Brief14 min

The funeral and the paperwork move on different clocks.

Grant of Probate BriefFree · 5 min

The grant is evidence others will accept.

Death Certificate CopiesFree · 3 min

Death certificate copies from the GRO — how many to order, what each institution needs, and what happens if you run short.

Inheritance Tax, ExplainedFree · 11 min

The thresholds are published. The household facts are yours.

Medical Examiner & Coroner GuideFree · 26 min

A death certificate starts many conversations. It ends very few.

Notice to Creditors GuideFree · 5 min

Administration becomes kinder when it has a route.

Social Media After a DeathFree · 16 min

Accounts outlive their owners. Authority does not transfer automatically. Process is the route.

Tell Us Once Companion14 min

Tell Us Once tells government. Not everyone else.

Tell Us Once — What It Covers and What It Doesn'tFree · 5 min

The free explainer for Tell Us Once: what the service covers, what it doesn't, and which organisations still need telling directly — read before you make the call.

02

Capacity & care

A parent's capacity is slipping, or I'm the carer.

14 documents · 1 tool · 1 form group

03

Putting affairs in order

I want this handled before anything happens.

23 documents · 9 tools · 1 form group

Annual Intelligence ReportFree · 21 min

Each administration year deserves a clean record.

Authority & Contact RegisterFree · 8 min

A name starts the search. A route finishes it.

CGT on Estate DisposalsFree · 7 min

Probate value becomes the estate's tax language.

Cohabiting Partners & InheritanceFree · 13 min

The law names a spouse. It does not name a partner. A will is the only bridge.

Deed of Variation BriefFree · 6 min

A variation belongs to a short window. Record the date.

Designated Places RegisterFree · 10 min

The question your family will ask is: where?

Digital Estate & IP Handover MapFree · 30 min

Company-held rights do not pass as personal belongings.

Digital Legacy BriefFree · 9 min

Store the lawful route, not the secret itself.

Digital Legacy Brief — Companion GuideFree · 9 min

A digital estate needs a map, not a memory.

Digital Memorial PackFree · 17 min

The cloud keeps files. It does not keep authority.

Estate Health ScoreFree · 2 min

What is missing should be visible before the moment that needs it.

Estate Readiness AuditFree · 14 min

The documents that matter are easy to gather and hard to find.

Family Continuity FoundationFree · 4 min

Order is a gift to the people who must continue.

Family Continuity Foundation — Companion GuideFree · 7 min

A contact list without context is only a list.

Mini-AuditFree · 3 min

The file is not complete until someone else can use it.

Operating BriefFree · 3 min

Continuity is not death planning. It is household memory.

Original Documents RegisterFree · 12 min

A copy reassures. The original proves.

Pension Succession BriefFree · 5 min

Pensions have their own succession record.

Records RoadmapFree · 3 min

The record is yours to build. It is someone else's to use.

The Records RoadmapFree · 9 min

The record you keep today is the route someone opens later.

Solicitor Appointment PackFree · 12 min

The hour with the solicitor is dear. Spend none of it searching.

Step-Children & InheritanceFree · 15 min

Step-children are strangers under intestacy. A will rewrites that sentence entirely.

Surviving Spouse Transition GuideFree · 8 min

The person helping needs order more than volume.

04

Household & continuity

Could someone run this house without me?

13 documents · 3 tools

05

Executor & probate

I've been named executor of someone else's estate.

26 documents · 5 tools · 6 form groups

Beneficiary ReconciliationFree · 22 min

The will gives instructions. The file gives the route.

Beneficiary Reconciliation CertificateFree · 22 min

Beneficiaries need accounts. Executors need receipts.

Cancellation PackFree · 14 min

A calm list is a form of care.

Estate Asset SummaryFree · 3 min

Every asset needs a place. Every place needs a record.

Estate Debts Priority GuideFree · 14 min

Debts come before beneficiaries. The priority order is the law, not a choice.

Estate LettersFree · 13 min

A message kept today is one your voice can still send tomorrow.

Document Finder ChecklistFree · 3 min

Probate is a sequence, not a mystery.

Executor Evidence LogFree · 11 min

A good paper trail protects a careful executor.

Death-Certificate Copy TrackerFree · 4 min

Receipts are not admin clutter. They are the estate speaking clearly.

The Executor's CompanionFree · 17 min

A will can name the executor. It does not brief them.

Executor's Discharge PackFree · 9 min

An estate is not closed until its record is closed.

Executor's First Hour PackFree · 20 min

The first hour should not begin with a hunt.

Executor's First HourFree · 2 min

The executor holds the route. The family holds the grief.

Family Meeting Agenda15 min

A family meeting is cheaper before the dispute exists.

IHT Form Route-PlannerFree · 33 min

Tax starts with values, not guesses.

IHT Spouse Exemption BriefFree · 16 min

Between spouses, the exemption is unlimited. The second death is where the planning lives.

IHT400 — Plain-English Section GuideFree · 6 min

A plain-English section guide to the IHT400 — what each box is asking for, where to find the information, and common errors that delay the grant.

Intestacy Distribution CompanionFree · 6 min

Intestacy has edges that family language does not.

Joint Tenancy & Tenants in CommonFree · 17 min

Survivorship is automatic. A share is not. The title register shows which applies.

Ready-to-Send Notification LettersFree · 6 min

The phone calls are easier when the list already exists.

PA1P — Probate Application ChecklistFree · 5 min

A checklist for the PA1P probate application — what to include, what the Probate Registry checks, and the most common reasons for rejection or delay.

Probate Month-6 ChecklistFree · 5 min

Months are normal. Silence is not.

Probate Property Sale GuideFree · 16 min

Property locked in probate has a sequence. The sequence protects the sale.

Professional Advisors BriefFree · 5 min

Arrive with facts, not fragments.

Final Self Assessment BundleFree · 18 min

Preparation does not shorten life. It shortens the search.

Life Policy in Trust: Letter PackFree · 18 min

A trust changes the holder, not the need for clarity.

The rest of the estate

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