Organise it yourself
Estate Organiser
A guided workspace for the records, forms and practical work. You remain responsible for the estate and no legal advice is included.
£195
including £32.50 VAT
- A guided estate workspace and personalised task list
- Asset, debt, beneficiary and organisation records
- Help preparing probate and inheritance-tax information
- Estate accounts, document storage and a record you can download
Full scope and timing
Not included
- Legal advice, solicitor review or submission by a probate practitioner
- Contacting organisations or handling money on your behalf
- Court fees, notices, searches, valuations or other third-party charges
Usual stages
- 1Set up the estate: Usually 10–20 minutes
- 2Gather and check the records: At your own pace
- 3Prepare forms and estate accounts: As the information becomes available