Executor Toolkit

Step by step tool when someone dies.*

Feel free to explore the benefits below or sign up now to have a look around your Digital Toolkit and find out what to do when someone dies.

You will be asked a set of suitability questions before paying to make sure you can continue online without any specialist advice. More complicated situations may require you to speak to a professional. If you are unsure how much professional help you need why don’t you try our free How Much Help web app? To use the app, click here.

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The Executor Toolkit helps you apply for the Grant of Probate or Grant of Administration and includes a huge range of tools to complete the administration of an estate. Not only that, but it takes you through the 10 easy to manage steps which are required; starting from the immediate steps to take, guiding you through valuing the estate, advice on your financial and legal obligations, distributing the estate, all the way to the final administration tasks; with an experienced Legal Assistant there to help you when needed.

  • Securely produce Government forms automatically
  • 50 pre-populated letter templates
  • Estate accounts produced in accordance with the law in England & Wales
  • Time saving, as everything is in one place
  • Trusted links to expert services
  • Jargon free advice & guidance
  • Simple question & answer based tool
  • Support throughout from an expert

Don’t forget, if you or a member of your family are an existing customer, or you are a Bereavement Support Network or Probate Matters customer, you may be entitled to a discount on the prices shown below. All costs incurred can be claimed back from the estate of the deceased.

Stand Alone Executor Toolkit
£1050**^ †
£875 Fee + £175 VAT

Executor Toolkit and Fast Track Grant of Representation
£1800**^ †
£1500 Fee + £300 VAT

Ask us about Preferential Rates

If you do not want to use the Executor Toolkit we have other options available, click here for more information.

Alternatively, contact us here and one of our Legal Assistants will be able to help.

Digital Toolkit

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Find out what else is included in your Digital Toolkit here.

* Subject to status.
** VAT shown separately.
^ £300 Fee + £60 VAT is payable if a home visit is required.
† Other disbursement charges, which are not part of our fee may apply. Click for more information.
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