Two Services, One Toolkit
Choose between our Executor Toolkit or our Executor Support upgrade, which includes the Fast Track Grant Service.
£500 + £100 VAT
- Register a death
- Arrange a funeral
- Secure property, arrange care for dependents and pets
- Apply for the Grant of Representation (also known as the Grant of Probate, Administration or Confirmation
- Securely produce Government forms within the toolkit
- 50 pre-populated letter templates for notifying organisations, beneficiaries and other interested parties
- Automated checklists
- Estate accounts produced in accordance with the law in England & Wales
- Time saving, as everything is in one place
- Trusted links to expert services
- Technical support
Executor Support Upgrade
£1,500 + £300 VAT
- Grant Application time is reduced to weeks rather than months
- Funds are released more quickly
- Less information is required by the Courts when we apply for the Grant on your behalf
- We will calculate if Inheritance Tax (IHT) is payable
- We will arrange other relief, e.g. transfer of Nil Rate Band, if required
- We will prepare any Oath or tax forms needed
- We will complete the Grant Application and any additional forms for you
- We will liaise with the Probate Registrar on your behalf so an appointment is not needed
- One less part for you to do!
In addition, we will carry out other tasks on your behalf, for example, filling out a StopMail application; a service which removes the deceased name from direct marketing lists and stops unwanted mail.
Using the Toolkit
The Executor Toolkit is designed to be as simple as possible to use as we know the last thing you want to be concerned about is ‘techie’ stuff at a time like this.
Here a few helpful hints to get you started.
First steps are free
Finding the toolkit
Check your junk
Contact us if you have any problems accessing or using the Executor Toolkit
How much help do I need?
Not sure where to start? Complete our simple questionnaire. It only takes a few minutes and is designed to help you decide how much professional bereavement help you need.