Register & Secure
The first actions, in order: register the death (legal deadline: 5 days), order death certificates, arrange the funeral, secure the house.
⚠ Without it: funeral paid out of pocket, too few certificates, house left unattendedWhen you die, the admin doesn't stop — it lands on the people you love. The READY Method writes down the 5-28-6 timeline: what to do in the first 5 days, what notifications matter in 28 days, and how to settle everything in 6 months.
Your children going drawer by drawer, looking for bank statements, pension letters, insurance policies nobody knew about.
⚠ Without a plan: forgotten accounts, money lost foreverThe government tells utilities and HMRC. But your children still have to contact every bank, insurance company, pension provider individually.
⚠ Without a plan: duplicate notifications, accounts missed, delaysAccounts locked, but funeral directors, councils, and utilities still sending invoices. Probate takes months, but some bills can't wait.
⚠ Without a plan: family pays out of pocket, waits months to be reimbursedThe Finance Act 2026 removes the main residence exemption. Your executor is now responsible for identifying every pension and paying tax due before probate can start.
⚠ Without a plan: pensions missed, tax penalties, executor personally liableNot because those families didn't care. Because no one ever wrote it down.
say sorting a loved one's affairs was stressful, and a third of executors had never done it before.
Exizent Bereavement Indexsits unclaimed across the UK — over 28 million forgotten accounts, because no one knew they existed.
GretelFive guided sections, in the order your family will actually need them. The fields are already there — you just fill in what you know.
The first actions, in order: register the death (legal deadline: 5 days), order death certificates, arrange the funeral, secure the house.
⚠ Without it: funeral paid out of pocket, too few certificates, house left unattendedTell Us Once covers the government (28-day window). The guide then takes your family through everything it doesn't — bank, mortgage, insurers, utilities, pensions.
⚠ Without it: loss re-explained 40 times, accounts missed, overpayments to repayThe steps to move forward: probate, valuation, debts, property — with the document checklist a professional will ask for.
⚠ Without it: probate stalled for one missing document, disputes between childrenInheritance Tax due by end of 6th month. From April 2027, pensions included. The guide keeps the deadline visible and walks through what to declare.
⚠ Without it: tax penalties, interest charges, executor personally liableDistribution correctly, in the right order, with the right people. Accounts closed. Pensions claimed. Nothing lost because no one knew it existed.
⚠ Without it: money pays out to wrong person, savings go unclaimed, family falls out| Without a plan | With the plan |
|---|---|
| Drawers turned out, looking for accounts no one knew existed | Every account, pension and policy already listed |
| The loss re-explained on call after call, in no order | A clear order of who to contact, and what to say |
| Money frozen, bills still coming | Family knows the right steps to take |
| Probate paperwork incomplete and delayed | Probate paperwork ready, in order |
| Executor surprised by pension tax from April 2027 | Pensions named, nominations checked, executor prepared |
| Grief, with admin piled on top | Room to actually grieve |
"Having everything in one place means my family will know exactly what to do. No more worry."
"Having everything in one place means my family will know exactly what to do. No more worry."
"Having everything in one place means my family will know exactly what to do. No more worry."
"Having everything in one place means my family will know exactly what to do. No more worry."
My son now has a clear plan to follow — the pensions I'd half-forgotten, the policies, the order to do things in. One quiet afternoon and it was done.
When my wife passed I learned the hard way how much they ask for. This lays it out exactly. It put my mind at rest.
I bought it for my parents and we filled it in together over Sunday lunch. No drama, no awkwardness, just sorted.
It tells you what to do, step by step. My wife wouldn't have known where to begin — now she has a plan she can simply follow.
I'm the one who always handled the paperwork. Now if anything happens, the children just open it and follow the steps. A weight off my shoulders.
It's the one thing my kids will actually need, and I've made it easy for them. An enormous weight off my shoulders.
My Estate Guide is a digital download: the READY plan plus the printable fill-in sheets. You complete them over one quiet afternoon, keep them in one folder, and tell one person where it is.
📧 Instant download · 🖨 print at home · ♻️ 30-day money-back
Get My Estate Guide →One-off payment, delivered by email, 30-day money-back. Most families with a home choose the Family Pack.
Just the basics.
Ideal if you own a home.
Larger estate, several heirs.
Probate help from a solicitor runs £1,500 or more. From £29, this is the preparation that makes it straightforward.
Download, read, print and start filling in at your pace. If you don't feel it gives your family a clear plan, one email within 30 days and we'll refund you in full — within 48 hours, no forms, no questions asked.
hello@myestateguide.co.uk
No — it's a step-by-step plan: what to do, who to contact and in what order, across the 5 days, 28 days and 6 months after a death. The fill-in records feed that plan so your family can simply follow it.
A will says who inherits. It doesn't give your family a plan for what to actually do. This kit provides exactly that. The two work together.
From 6 April 2027, most unused pension funds form part of your estate for Inheritance Tax. Your executor becomes personally responsible for identifying every pension and paying any tax due before probate is granted. This kit includes a pension register and nomination safeguard.
No. Tell Us Once notifies government departments only. It does not notify your bank, mortgage lender, insurers, utilities or private pensions. This kit takes your family through all of those, in order.
It's delivered instantly by email as downloadable, printable PDF documents. You print it at home and keep it together in one folder. Most people have it printed and started within the same evening.
Most people tell us they feel genuine relief once it's done — the same feeling as finally getting your insurance in order. You're organising one last act of care for the people you love. And once it's in the drawer, it's off your mind.