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When someone dies, everything feels urgent. Most things aren't. 

Get clarity in minutes.
The essential steps for the first days after loss.

In the first few days, less is more.

The Calm Kit gives you only what matters this week. No jargon, no overwhelm. 

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What’s inside:

 

  • The 5 things to do today

  • The things you should not do yet

  • Funeral steps that can wait

  • A simple readiness checklist

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Do you actually need probate? Most people aren't sure.

Before you make calls, Google endlessly, speak to a solicitor, get clear on whether probate is really required - and what your next steps are.​

Do you need probate?

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  • Whether probate is required.

  • What to do in the next 72 hours.

  • What you should not do yet.

  • A personalised list of early tasks.

A personalised step-by-step plan for the whole process.​
 

When you’re ready for more than stabilisation, the Executor Plan gives you the full picture — from registering the death to handling banks, property, tax, and probate.

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It’s clear, structured, and checks each decision against your situation

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Clear, calm, step-by-step
 

1

Tell us the situation

​We only ask the essentials - no legal jargon.

2

Get a personalised plan​

Your tasks are customised based on your answers.

3

More forward confidently​

​Know what's urgent, what can wait and where the common pitfalls are.

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Made with guidance from solicitors, funeral directors and HMRC documentation

Not legal advice - just clear, structured help

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Is Executor Plan suitable for my estate?

For simple estates. Here’s how to know if this plan is right for your situation.

This service is suitable for:

✔️ One property, or none
✔️ Bank accounts, savings, pensions
✔️ 1–2 beneficiaries
✔️ No disputes between family members
✔️ No business assets or trusts
✔️ Estate near or under the inheritance tax threshold
✔️ First-time executors

This service is not suitable for:

✘ Disputes between beneficiaries

✘ Multiple properties or business assets

✘ Foreign assets or non-UK tax issues

✘ Complex trusts or gifting arrangements

✘ Large taxable estates

✘ Situations needing legal advice or specialist support

Why Executors choose to avoid solicitors

Most people handle simple estates themselves

Simple estates are usually manageable without a solicitor. You just need clear steps.


Legal fees can be unnecessary for simple cases

Solicitors help with complex estates. For simple ones, you can do most things yourself.


Probate isn’t always required

Many estates don’t need full probate, or only require a simple application. It pays to check.

Feel confident about the first 72 hours.

Frequently Asked Questions

1. How do you create my Calm Plan?
You answer a short set of questions. We review your answers and create a personalised, plain-English plan based on your estate.
 
2. How long does it take?
The Calm Plan is delivered in minutes.
 
3. What do I receive?
A structured PDF with clear steps, checklists, deadlines, and guidance on what to do first, what can wait, and when you may need a solicitor.
 
4. Does this replace a solicitor?
No. This is guided preparation for executors of simple estates.  If your answers show that the estate is complex or requires specialist support, we’ll let you know and refund you immediately.
 

Feel confident about the first 72 hours.

Executor guidance that prevents delays, and saves legal fees.

  • Avoid common mistakes

  • Follow a clear plan so nothing important gets missed.

  • Handle simple estates yourself with structured, step-by-step guidance.

Feel confident about the first 72 hours.

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