Legal deadlines calculated from the date of death, letters for banks, insurers and agencies, and an estate account that adds up. One kit per state, province or country, checked against official sources.
General information, not legal advice.
United Kingdom · England and Wales
Legal deadlines, letters and an estate account workbook for the executor of an estate in England and Wales. Word and Excel, sourced from official guidance.
£32 GBP
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitUnited Kingdom · Scotland
Legal deadlines, letters and an estate account workbook for the executor of an estate in Scotland. Word and Excel, sourced from official guidance.
£32 GBP
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitUnited States · California
Legal deadlines, letters and an estate account workbook for the executor of an estate in California. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Texas
Legal deadlines, letters and an estate account workbook for the executor of an estate in Texas. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Florida
Legal deadlines, letters and an estate account workbook for the personal representative of an estate in Florida. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · New York
Legal deadlines, letters and an estate account workbook for the executor of an estate in New York. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Pennsylvania
Legal deadlines, letters and an estate account workbook for the executor of an estate in Pennsylvania. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Ohio
Legal deadlines, letters and an estate account workbook for the executor of an estate in Ohio. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Illinois
Legal deadlines, letters and an estate account workbook for the executor of an estate in Illinois. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · North Carolina
Legal deadlines, letters and an estate account workbook for the executor of an estate in North Carolina. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Michigan
Legal deadlines, letters and an estate account workbook for the personal representative of an estate in Michigan. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Georgia
Legal deadlines, letters and an estate account workbook for the executor of an estate in Georgia. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · New Jersey
Legal deadlines, letters and an estate account workbook for the executor of an estate in New Jersey. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitCanada · Ontario
Legal deadlines, letters and an estate account workbook for the estate trustee of an estate in Ontario. Word and Excel, sourced from official guidance.
CA$49 CAD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitCanada · Alberta
Legal deadlines, letters and an estate account workbook for the personal representative of an estate in Alberta. Word and Excel, sourced from official guidance.
CA$49 CAD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitCanada · British Columbia
Legal deadlines, letters and an estate account workbook for the executor of an estate in British Columbia. Word and Excel, sourced from official guidance.
CA$49 CAD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitAustralia · New South Wales
Legal deadlines, letters and an estate account workbook for the executor of an estate in New South Wales. Word and Excel, sourced from official guidance.
A$55 AUD
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitAustralia · Victoria
Legal deadlines, letters and an estate account workbook for the executor of an estate in Victoria. Word and Excel, sourced from official guidance.
A$55 AUD
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitAustralia · Queensland
Legal deadlines, letters and an estate account workbook for the executor of an estate in Queensland. Word and Excel, sourced from official guidance.
A$55 AUD
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitAustralia · South Australia
Legal deadlines, letters and an estate account workbook for the executor of an estate in South Australia. Word and Excel, sourced from official guidance.
A$55 AUD
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitAvailable to customers outside the European Union and the European Economic Area.
United Kingdom · England and Wales
Legal deadlines, letters and an estate account workbook for the executor of an estate in England and Wales. Word and Excel, sourced from official guidance.
£32 GBP
Price includes VAT or GST where it applies.
5 files: Word and Excel
View kitUnited States · California
Legal deadlines, letters and an estate account workbook for the executor of an estate in California. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Texas
Legal deadlines, letters and an estate account workbook for the executor of an estate in Texas. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Florida
Legal deadlines, letters and an estate account workbook for the personal representative of an estate in Florida. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitUnited States · Pennsylvania
Legal deadlines, letters and an estate account workbook for the executor of an estate in Pennsylvania. Word and Excel, sourced from official guidance.
$39 USD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitCanada · Ontario
Legal deadlines, letters and an estate account workbook for the estate trustee of an estate in Ontario. Word and Excel, sourced from official guidance.
CA$49 CAD
Plus applicable sales tax, calculated at checkout.
5 files: Word and Excel
View kitEach kit covers one state, province or country, because deadlines and procedures differ.
You get a private download link by email: a user guide, a workbook and three sets of letter templates.
The workbook calculates the legal deadlines, keeps the inventory and the estate account, and works out each beneficiary's share.
Each deadline and threshold links to the statute, court or government page it comes from.
We do not sell one generic checklist for every country.
Where an amount depends on your case, the workbook leaves a cell for the figure you get from the court, the tax authority or your adviser.
We explain what the kit does not do, and when to get a lawyer.
No. Our kits are general information and self-help templates. They explain how the process generally works in a jurisdiction and give you tools to organise the work. They do not tell you what to do in your own situation. For that, speak to an attorney, solicitor or lawyer.
Usually the kit for the state, province or country where the person who died lived. If they owned land or a home elsewhere, you may also need the kit for that place. Our kit selector helps you choose.
Five files: a user guide (Word), an executor workbook (Excel) and three sets of letter templates (Word) for financial institutions, services and agencies, and beneficiaries.
No. Official forms are free on the court or government website, and they change. The guide lists the forms that usually apply and links to the official page.
After payment you are redirected to a confirmation page and receive an email with a private download link. The link works 5 times within 30 days.
Because the files are delivered immediately, you are asked at checkout to agree that delivery starts right away and that you lose the right of withdrawal. If a file is corrupted, missing or significantly different from its description, write to us and we will fix it or refund you. See the Refund Policy.
