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.
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How administering an estate works
The same order an executor works through it, with the records kept as you go. Select a step to see what to record and what to do next.
What this means
Before anything else can be valued or reported, you need a full list of everything the person owned and owed at the date of death.
What to record
- Property
- Bank and building society accounts
- Savings
- Investments
- Pensions and death benefits, where relevant
- Personal possessions
- Money owed to the deceased
- Debts and liabilities
Actions
Estate inventoryComing soonWhat counts as the estate — official GOV.UK guidance
What Probate includes
- Estate dashboardComing soon
- Assets & liabilitiesComing soon
- Lifetime gifts
- Organisation trackerComing soon
- Probate readinessComing soon
- Document vault
- BeneficiariesComing soon
- Estate ledgerComing soon
- Estate accountsComing soon
- Executor collaborationComing soon
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ClearHandover Understand
Difficult paperwork, made clearer
Paste wording from a letter or form and see what it appears to mean in plain English:
- Understand difficult estate correspondence
- Identify important actions
- Identify dates and deadlines
- Prepare questions to ask
- See the official guidance that applies
It explains and organises information. It does not provide legal advice.