Skip to content

The first hour after a death should not start with a search.

Prepare the records, contacts and dated instructions whoever acts as your executor needs — drawn from your own records.

✓ Updated 2026 · England & Wales
Included with the Household Continuity Dossier
WHAT IT CONTAINS
1
Where the will is, and who the executors are
The first question, answered before the search begins.
2
Accounts, policies and providers
With each provider's bereavement route — who to call, in what order.
3
What freezes, what doesn't, what's at risk
Sole accounts freeze; direct debits stop; joint accounts continue. Mapped in advance.
4
A dated who-to-contact sequence
Not a pile of documents — an order of operations for the first hour and the first week.

A probate solicitor's first hours are spent on data discovery — finding what you owned, who held it, where the paperwork is. The Executor Briefing means an executor walks straight to the answer. Prepared from your records; reviewed by you; not legal advice.

See plans Free first-hour guide
Keep it current
This information is stored as your Legal Instruments and Financial Accounts in Valoren — filled once, referenced everywhere. Your family can access it when it matters.
Save to Valoren
Not ready today?

This page will still be here.

Leave an email and we'll send you a link back.

Send this to Valoren. It reaches a real person.

It reaches a real person · Privacy
Plate R · Related

If this was useful, you might also need —

Part of a working library79form walkthroughs90+free guidesevery calculator & checker

We use first-party analytics only — no advertising or tracking third parties — to see which pages actually help people. You can keep that off. Anonymous error reports go to our error-monitoring processor so we can fix what breaks. Privacy