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My Estate Kit helps families prepare for what comes next before the emergency begins. After a death, everything is not handled at once. There are first the 5 days to deal with the urgent steps, then the first 28 days to notify the right people and organisations, then the following 6 months to move forward with probate, HMRC, estate valuation and the important paperwork. This is why we created the 5-28-6 Method: a simple way to prepare the practical and administrative tasks linked to an estate, before and after death. The printable kit helps you gather essential information in advance: documents, bank accounts, pensions, insurance policies, utilities, property details, contacts, funeral wishes, family information and details useful for an executor, solicitor or probate professional. The aim is to avoid your loved ones having to search everywhere in a stressful moment, missing an important step or starting the probate process without the right information. After purchase, access is sent by email. The kit can be printed, filled in by hand and kept in a folder with important papers. Email support is available if needed.
United Kingdom
3.8
2 reviews
No history of asking for reviews
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The documentation arrived very quickly. It's a lot to go through but the end result should give me peace of mind and ensure those dealing with my will should be greatly assisted by having everything chronicled and to hand. I emailed my appreciation and received a reply letting me know if I had any problems or questions they were there to assist me which is very reassuring.
As a retired Independent Financial Adviser I found this kit an extremely useful resource. Clear information well presented and simple to follow.
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