ClearHandover

Dealing with an estate

Probate & Estate Administration

Keep estate administration clear and organised: the inventory, valuations, organisations, correspondence and estate money, with probate if required.

See how ClearHandover works
Coming soon
A stone-walled path leading through a wooden gate towards a distant English village

How administering an estate works

The same order an executor works through it, with the records kept as you go.

  1. Step 1

    Build the estate inventory

    Property, accounts, investments, pensions, possessions and debts — listed with their value at the date of death.

  2. Step 2

    Track valuations and organisations

    Every bank, insurer and registrar you have written to, what you asked for and what has come back.

  3. Step 3
    Where relevant

    Record lifetime gifts

    Gifts made in the years before death, ready to report where they matter to the estate.

  4. Step 4
    If required

    Apply for the grant

    Understand whether probate is needed at all, and keep the paperwork together if it is.

  5. Step 5

    Run the estate account

    Money in, money out, expenses and interim payments — a ledger you can defend.

  6. Step 6

    Distribute and close

    Final estate accounts for the beneficiaries, then a complete archive of the whole administration.

What Probate includes

  • Estate dashboard
  • Assets & liabilities
  • Lifetime gifts
  • Organisation tracker
  • Probate readiness
  • Document vault
  • Beneficiaries
  • Estate ledger
  • Estate accounts
  • Executor collaboration
Coming soon

ClearHandover Understand

Difficult paperwork, made clearer

Understand will help you make sense of estate correspondence in plain English:

  • Understand difficult estate correspondence
  • Identify important actions
  • Identify dates and deadlines
  • Prepare questions to ask
  • Help prepare a response

It explains and organises information. It does not provide legal advice.