United Kingdom
Probate Checklist for England and Wales: An Executor's Guide
The executor's role in England and Wales, whether you need a grant, the Inheritance Tax routes and the legal deadlines, in the order you usually meet them.
Read guideUnited Kingdom · Two-jurisdiction pack
UK Cross-Border Pack
When someone dies with property or accounts on both sides of the Scottish border, the executor deals with two systems: probate in England and Wales and confirmation in Scotland. This pack gives you both kits, each with its own deadlines, letters and workbook.
£49
Save £15 compared with buying two kits
Price includes VAT or GST where it applies.
- Instant download after payment
- Word and Excel files
- Checked against official sources
Available to customers outside the European Union and the European Economic Area.
What's inside
England and Wales Executor Kit
UK_England_Wales_User_Guide.docxUser guide: your role, route check, legal deadlines, step-by-step order of work, taxes and fees, official forms and a final checklist for England and Wales.
UK_England_Wales_Executor_Workbook_TRACKER.xlsxExecutor workbook: deadlines calculated from the dates you enter, assets, debts, estate account with running balance, distributions, contacts and letters, fees and taxes.
UK_England_Wales_Financial_Letters_TEMPLATE.docxFive letters: bank or building society, life insurer, pension, creditor, investment account.
UK_England_Wales_Services_Agencies_Letters_TEMPLATE.docxSix letters: utilities, credit reporting agency, landlord, employer, subscriptions, government organisations.
UK_England_Wales_Beneficiary_Letters_TEMPLATE.docxThree letters to beneficiaries (first letter, progress update, distribution) and a receipt form.
Scotland Executor Kit
UK_Scotland_User_Guide.docxUser guide: your role, route check, legal deadlines, step-by-step order of work, taxes and fees, official forms and a final checklist for Scotland.
UK_Scotland_Executor_Workbook_TRACKER.xlsxExecutor workbook: deadlines calculated from the dates you enter, assets, debts, estate account with running balance, distributions, contacts and letters, fees and taxes.
UK_Scotland_Financial_Letters_TEMPLATE.docxFive letters: bank or building society, life insurer, pension, creditor, investment account.
UK_Scotland_Services_Agencies_Letters_TEMPLATE.docxSix letters: utilities, credit reporting agency, landlord, employer, subscriptions, government organisations.
UK_Scotland_Beneficiary_Letters_TEMPLATE.docxThree letters to beneficiaries (first letter, progress update, distribution) and a receipt form.
Who it's for
- The person who died lived in Scotland and owned property or accounts in England or Wales, or the reverse.
- You want the rules and deadlines of both systems side by side, each linked to its official source.
What's not included
- Legal advice on your situation, or answers to questions about a specific estate.
- Official court or tax forms: they are free on the official websites, and each guide links to them.
- Filing, submitting or checking documents for you.
Format and delivery
You receive a private download link by email as soon as your payment is confirmed. The link works 5 times within 30 days. Files: two kits, ten files. For each kit, one Word user guide, one Excel workbook (works in Microsoft Excel 2016 or later, LibreOffice and Google Sheets), and three Word letter templates. Each file is licensed to you for your personal use; your name or email and order number appear in the footer.
Questions about this kit
Which kit should I start with?
Start with the kit for the place where the person who died lived. The other kit helps with the assets held across the border. Each user guide explains the route and deadlines for its own system.
Do I get two separate sets of files?
Yes. The ZIP contains one folder per kit, each with its five files: a user guide, an executor workbook and three sets of letter templates.
Is this legal advice for a cross-border estate?
No. Both kits are general information and self-help templates. Estates that cross the border can be complex; each guide lists situations where speaking to a solicitor is wise.
Helpful guides
United Kingdom
Executor Checklist for Scotland: Confirmation, Steps and Deadlines
How confirmation works in Scotland, from the small estate route at £36,000 to legal rights, the six-month wait and the order of the main tasks.
Read guide£49