England and Wales
First weeks, probate, Inheritance Tax, debts and estate accounts for executors, on A4 pages.
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Free England and Wales checklistExecutor and probate
Being an executor, made manageable.
A first weeks checklist, the documents to gather, every asset, debt and payment, and the organisations to tell, in one binder. Built around the probate or confirmation process where you live.
- Estate accounts workbook
- Fillable PDF
- From £7.99
What’s inside
The paperwork, the accounts and the people to tell
First weeks checklist
What most executors deal with first: registering the death, securing the home, finding the paperwork and money in the meantime.
Estate accounts
Assets and debts at the date of death, every payment in and out, and what each beneficiary has received. The workbook adds it up as you go.
Organisations to tell
A ready-made list of the banks, pensions, tax office and other organisations to contact, with space for references and dates.
Choose your edition
Built for the probate process where you live
Standard includes the binder and the estate accounts workbook. Professional adds a tax tracker, meeting notes, an executor’s log, an estate timeline and the full workbook.
Scotland
Registering the death, confirmation, debts, tax and sharing out the estate for executors, on A4 pages.
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Free Scotland checklistNorthern Ireland
Registering the death, probate, Inheritance Tax, debts and estate accounts for executors, on A4 pages.
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Free Northern Ireland checklistIreland
Revenue's SA.2, the grant of representation, tax, debts and estate accounts for executors, on A4 pages.
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Free Ireland checklistUnited States
Letters, assets, debts and tax forms for executors in any state, on US Letter.
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Free United States checklistCanada
The grant, assets, debts and CRA filings for executors in Ontario, BC and Alberta, on US Letter.
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Free Canada checklistAustralia
Probate, ATO returns, super and estate accounts, with NSW, Vic and Qld examples, on A4 pages.
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Free Australia checklistNew Zealand
Probate, Inland Revenue, notifications and estate accounts, on A4 pages.
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Free New Zealand checklistQuestions
Before you buy
I have a solicitor. Is this still useful?
Yes. Much of the work is gathering paperwork, telling organisations and keeping track of money. Handing over an organised file can save time and questions, and the accounts help you see where things stand.
Does it work in Google Sheets?
Yes. Upload the workbook to Google Drive and open it with Google Sheets, or open it in Excel or Numbers. The estate summary and the running balance update as you type.
Can I share it with the other executors and the beneficiaries?
Yes. Share your completed pages and the workbook with anyone involved in the estate. Clear accounts are often what beneficiaries most want to see.
Which countries does it cover?
England and Wales, Scotland, Northern Ireland, Ireland, the United States, Canada, Australia and New Zealand. Each edition uses its own system’s steps and terms, and was checked against official guidance.
Is it legal or tax advice?
No. It helps you keep the paperwork, dates and accounts in order. It doesn’t value assets or work out tax. For advice, speak to a solicitor or lawyer, or a free advice service.