Real pages from this template
16 pages · 3 of 16 pages

Rendered from the file in your download. Watermark removed on purchase.

Download the sample (PDF)

Delivered as PDF + editable Word document

What happens after you buy

  1. 1. Download instantly, link on screen and by email in under 60 seconds.
  2. 2. Fill it in at your pace, plain-English prompts, edit in Word or print and handwrite.
  3. 3. Sign it correctly, step-by-step signing and witnessing guidance is included.
  4. 4. Store it safely, where to keep it and who to tell, covered in the kit.
WS-050

Executor Guide

A 12-month walk-through for the person named to carry out a Will, in plain English.

£25

Drafted to the Wills Act 1837 for England & Wales · No account or subscription needed · Instant download

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What’s included

  • Week-by-week checklist from notification to final distribution
  • When probate is needed (and when it isn't)
  • Tax deadlines (IHT400, estate income tax)
  • Beneficiary communications templates
Delivered as PDF + editable Microsoft Word (.docx), download link arrives in under 60 seconds.

Who it's for

  • Named executors; future executors who want to know what they're agreeing to
Not the right fit if

This may not be right for you if…

  • Probate professionals; this is for lay executors

In these cases, we recommend speaking to a solicitor.

Questions about this kit

Do you apply for probate?+

No. Probate is a reserved legal activity. We explain the process and point you to gov.uk to apply yourself, or to a probate specialist if you prefer.

Disclaimer

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.

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