You’re in control
Choose between our Executor Toolkit or our Simple Estate Administration service, which includes a Fast Track Grant of Representation.
Executor Toolkit
This online Toolkit allows you to apply for a Grant of Probate and fully administer an estate online, all while supported by our highly qualified legal team.
- Lowest cost Estate Administration service available in the UK
- One-off fixed fee
- Stay in control when administering the estate
- Legal support at every stage
- Stay on track with automated checklists
- Work at your own pace and at any time of the day
- Help arranging a free property sale, if required
With this service, you can:
- 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 all relevant HMRC forms
- Generate over 50 pre-populated letters for notifying organisations, beneficiaries and other interested parties
- Generate Estate accounts in accordance with the law in England & Wales
- Organise the clearance or sale of a property
- Arrange bereavement counselling
What we will do:
- 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
- On hand for any questions or support
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, placing statutory notices and lots more.
Book a Callback and a Bereavement Adviser will be in touch to go through how we can support you.
Suitable for non-taxable estates only
Who is this for?
This option is for those who want to stay in control and save money by completing Estate Administration themselves, but who also want the structure and security of knowing that they haven’t missed a thing.
This powerful Toolkit will pre-populate government forms, generate estate accounts using the information you input, store everything for you in one place, and much more.
Dedicated support from our award-winning team is available whenever you need it.
When you have completed the Executor Toolkit, Estate Administration will be complete in accordance with the Law in England and Wales. Your documents will all be in one place and easy to find and share.
How does it work?
Create a free account and get started here. The first two sections are free, so you can get a feel for whether this is right for you. After this point, a payment screen will appear, and you can choose whether you would like to continue. Support is available via online chat or a free helpline. Or, call us to find out more about if this tool is right for you.
Simple Estate Administration Service
We will complete, and Fast Track, the Grant of Representation (also known as the Grant of Probate, Administration or Confirmation) Application for you in addition to all the great benefits of the Executor Toolkit.
- Save money by completing some of the work yourself
- One-off fixed fee
- Stay in control when administering the estate
- Legal support at every stage
- Stay on track with automated checklists
- Work at your own pace and at any time of the day
- Help arranging a free property sale, if required
- Fast track Grant of Probate included (Grant of Probate Application time is reduced to weeks rather than months, where applicable)
- Funds are released more quickly
With this service, you can:
- Register a death
- Arrange a funeral
- Secure property, arrange care for dependents and pets
- Securely produce all relevant HMRC forms
- Generate over 50 pre-populated letters for notifying organisations, beneficiaries and other interested parties
- Generate Estate accounts in accordance with the law in England & Wales
- Organise the clearance or sale of a property
- Arrange bereavement counselling
What we will do:
- We will complete the Grant of Probate Application and any additional forms for you
- We will liaise with the Probate Registrar on your behalf, so an appointment is not needed
- 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
- On hand for any questions or support
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, placing statutory notices and lots more.
Book a Callback and a Bereavement Adviser will be in touch to go through how we can support you.
Suitable for non-taxable estates only
Who is this for?
Simple Estate Administration service is an ideal Estate Administration option if you want to save money by completing some of the admin yourself, while feeling reassured that a legal professional is with you every step of the way to complete legal tasks, prevent mistakes and speed things up.
How does it work?
Contact us via phone, email or online chat. We will assign a one of our professional legal team to your case who will help you to access the Executor Toolkit. They will explain your next steps and how you can get started.
What is a Fast Track Grant of Probate?
As we are a Trust Corporation, less information is required by the Courts when we apply for the Grant on your behalf. This means Court the Grant is expedited, or ‘fast tracked’, and issued within weeks of application, rather than months; quickly freeing up funds to cover costs and expenses, as well as allowing interim payments to be made much sooner to those who are due to benefit.
We're always here to help
Preferential Rates Available
You may be entitled to a discount on our standard prices. Check with us now to see if you're eligible.
All costs incurred can be claimed back from the estate of the deceased. To find out more about our services, current prices, and any third-party costs visit the Toolboxx®, or contact us and we will go through them with you.
Using the Toolboxx®
The Toolboxx® gives you access to a powerful online Executor Toolkit. We know the last thing you want to be concerned about is ‘techie’ stuff at a time like this, so we have designed this to be as easy to use as possible, and award-winning support is available if you need it.
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.
Get in Touch
Have a question? Need some help? We are happy to go through any queries you may have. Call, email or CHAT with us LIVE online using the link in the bottom right of the screen for an instant response.
