1
The First Days
A steady checklist for the first week or two, including the paperwork most families are asked for early, and what tends to be needed when.
2
The Months Ahead
The longer arc of an estate, laid out so you can see where you are and what usually comes next.
3
Common Pitfalls
Seventeen checks drawn from the traps that catch families again and again, so you can look before you step.
4
Decisions Diary
A dated record of the decisions you make and why. Useful for your own peace of mind, and for keeping everyone on the same page.
5
Contacts and Correspondence
Who you spoke to, when, what was said and what happens next. No more repeating the story to every department.
6
Letters and Notifications
Ready-to-adapt letter templates and a notification register, so each organisation gets told once, properly.
7
The Money Log
Estate expenses, money in, and reimbursements, recorded as you go. The record most families wish they had kept from day one.
8
Working With a Solicitor
Question prep and meeting notes, so paid time gets spent on answers rather than catch-up.
9
Keeping People Informed
A simple rhythm for updating family and beneficiaries, because silence is where tension tends to grow.
10
Monthly Check-In
A short monthly review that keeps the estate moving without it taking over your life.
11
The Final Sweep
A closing checklist for the end of the job, so you can finish knowing what has been done and where the record lives.
