Document PreviewFrom Executor Bundle Start Here, one of the documents inside this bundle. Watermark removed on purchase.
Delivered as PDF + editable Word document + Excel spreadsheet
What happens after you buy
- 1. Download instantly, link on screen and by email in under 60 seconds.
- 2. Fill it in at your pace, plain-English prompts, edit in Word or print and handwrite.
- 3. Use it straight away, fill it in on your computer or print it and complete by hand.
- 4. Store it safely, where to keep it and who to tell, covered in the kit.
Executor Pack UK: the Executor Complete Bundle
Everything a lay executor needs in one purchase, for England and Wales: the Executor Guide, DIY Probate Pack, Bereavement Letters Pack, Estate Accounts Pack and Deed of Variation Template, with both online tools and a start-here guide.
£162.98 is what the packs in this bundle cost when bought one at a time today. You save £73.98.
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What’s included
- Executor Guide (WS-050): the whole job in order, with a checklist for each stage
- DIY Probate Pack (WS-052): valuing the estate, excepted estate conditions and the application walkthrough
- Bereavement Letters and Notifications Pack (WS-051): twenty letters and a contact log
- Estate Accounts and Distribution Pack (WS-053): accounts spreadsheet, beneficiary letters and receipts
- Deed of Variation Template (WS-090): for beneficiaries who agree to redirect an inheritance
- Both online tools: the bereavement letters builder and the estate inventory tool
- Start-here guide showing which document to use at each stage
Who it's for
- •Executors and administrators dealing with a straightforward estate in England and Wales themselves
- •Families who want the whole job organised from the first letters to the final accounts
- •Anyone who would otherwise buy two or more of the executor packs separately
About this bundle
Being an executor means doing a long list of ordinary tasks in the right order: telling organisations, valuing the estate, applying for probate, collecting the money, paying debts and paying the beneficiaries. This bundle gives you the documents and tools for every one of those stages in a single purchase.
It contains all five WillSafe executor products, plus a short start-here guide that tells you which document to use at which stage. Both online tools are unlocked: the bereavement letters builder, which fills in every notification letter from one set of answers, and the estate inventory tool, which totals the estate and sets out the five values the probate application asks for.
You receive each document as its own file, in Word and PDF, with the estate accounts spreadsheet in Excel. Nothing is zipped, so you can open just the one you need.
The bundle does not apply for probate for you and does not complete any probate or HMRC form: you complete the application yourself on GOV.UK. If the estate is disputed, may be insolvent, is likely to owe Inheritance Tax or has assets abroad, speak to a solicitor.
This may not be right for you if…
- •Estates that are disputed, may be insolvent, or are likely to owe Inheritance Tax
- •Estates with assets abroad, a business, farmland or a continuing trust
- •Anyone who wants a professional to apply for probate or deal with the estate for them
In these cases, we recommend speaking to a solicitor.
What is in the bundle
| Product | Price on its own | What it covers |
|---|---|---|
| Executor Guide | £25 | Week-by-week checklist from notification to final distribution |
| DIY Probate Pack | £59 | Estate inventory tool: list assets, gifts and debts and download a typed Word inventory with every total |
| Bereavement Letters and Notifications Pack | £19 | 20 template letters: bank or building society, NS&I, credit card or loan, mortgage lender, landlord, pension provider, life insurer, home or car insurer, shares and investments, gas and electricity, water, phone and broadband, TV Licensing, council tax, DVLA, employer, memberships, a follow-up letter, a letter sending the grant, and one for any other organisation |
| Estate Accounts and Distribution Pack | £24.99 | Estate accounts spreadsheet (Excel): assets, debts, receipts, payments, expenses and distribution sheets, with a one-page summary that adds everything up |
| Deed of Variation Template | £34.99 | Plain-English guide to what a Deed of Variation is and when to use it |
| Total if bought separately | £162.98 | |
| Executor Complete Bundle | £89 | You save £73.98 |
Which document, at which stage
| Stage | Use |
|---|---|
| Telling organisations about the death | Bereavement letters builder and the 20 template letters |
| Valuing the estate | Estate inventory tool and worksheets |
| Applying for probate | DIY Probate Pack walkthrough and document checklist |
| Paying debts and beneficiaries | Estate accounts spreadsheet, letters and receipt forms |
| Changing who inherits, if everyone agrees | Deed of Variation Template |
| Throughout | Executor Guide and the start-here guide |
Your questions answered
What does an executor have to do?
An executor registers the death if nobody else has, tells organisations, finds out what the person owned and owed, applies for probate where it is needed, collects the assets, pays the debts and any tax, and then pays the beneficiaries and keeps accounts. The bundle has a document or tool for each of those stages.
What is in the Executor Complete Bundle?
Five products: the Executor Guide, the DIY Probate Pack, the Bereavement Letters and Notifications Pack, the Estate Accounts and Distribution Pack and the Deed of Variation Template. It also unlocks both online tools and includes a start-here guide. Every document comes in Word and PDF, and the estate accounts as an Excel spreadsheet.
How much do I save compared with buying each pack separately?
The price panel on this page shows the bundle price beside the total of the five products at their current individual prices. That total is added up from the live catalogue each time the page is built, so the comparison is always the true sum and the saving shown is real.
Do I get the online tools as well?
Yes. The bundle unlocks the bereavement letters builder and the estate inventory tool. Your order email has a button for each, and the link carries your order reference. Your answers are kept in your own browser and are not stored on our servers, so return on the same device to carry on.
Does the bundle apply for probate for me?
No. You complete the probate application yourself on GOV.UK, or on the paper form. The bundle explains each stage, helps you total the estate and gives you the checklists. Preparing probate papers for payment is reserved to authorised firms, and WillSafe is not a firm of solicitors, so no product here produces the application.
Is this legal advice, and has a solicitor checked it?
No. These are self-help documents and tools that you complete yourself. WillSafe is not a firm of solicitors, nothing in the bundle is legal or tax advice, and the documents have not been reviewed by a solicitor. For a disputed, insolvent or taxable estate, or one with assets abroad, use a solicitor.
Can I get a refund if it is not what I need?
Yes, in full, within 30 days of purchase, provided you have not downloaded the files. Once the files have been downloaded they cannot be returned, although your statutory rights for faulty digital content are not affected. Download links last 7 days and are sent again free of charge if you ask.
Related reading
Free resources before you buy
- Probate cost calculator the court fee against typical solicitor charges, in 60 seconds.
- Inheritance tax calculator a first estimate of whether any inheritance tax is due on the estate.
- Intestacy calculator who inherits when there is no valid will.
Self-help template, not legal advice. WillSafe UK is operated by Richard Wood, trading as WillSafe. We are not solicitors. Our products are self-help templates for England & Wales. For complex estates, speak to a qualified solicitor. See our full disclaimer.