Giving & Estate Records
Planning ahead
A clear handover starts with good records. Keep income, normal expenditure, lifetime gifts and supporting evidence together in one place.
Start planningFor UK families
Practical help before and after a death
Keep important records while you're alive, understand what needs doing when someone dies, and keep estate administration organised in one clear place.
UK-focused · Private records · Plain-English guidance
Three moments, one place
A clear handover starts with good records. ClearHandover keeps them in the same order things actually happen.
What do I do now?
Someone has died
Understand the practical steps that can follow a death, what needs attention first and where official guidance may be needed.
See the stepsProbate & Estate Administration
Dealing with an estate
Keep the information and tasks involved in dealing with an estate clear and organised, with probate if required.
Explore Probate
“The hardest part wasn’t the grief. It was not knowing what to do next.”
ClearHandover exists so the next step is always written down.
The whole journey
From planning while everything is calm, through to closing an estate. You can join at any point.
- PlanningDecide what you want to do
- RecordsKeep the evidence together
- After a deathKnow the first steps
- ProbateAdminister the estate
- CompletionFinal accounts and archive
Giving & Estate Records
A clear handover starts with good records
Keep income, normal expenditure, lifetime gifts and supporting evidence together in one clear record.
Private records
Your records are yours. Documents are stored privately and only you can open them.
Plain-English guidance
No jargon without an explanation. The Jargon Buster is free and always to hand.
Records you can hand over
Structured records of income, expenditure and gifts, ready to print or hand over.
UK-focused guidance
ClearHandover is designed around the processes people encounter when dealing with a death and estate in the UK. Where official guidance matters, we point you towards the relevant government source.
Start today
Make things clearer for whoever comes next
Begin with your records, or read the free After a Death guidance. Nothing is shared, and you can stop and come back whenever you like.