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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. Use it straight away, fill it in on your computer or print it and complete by hand.
  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

No account or subscription needed · Instant download

Instant delivery · lifetime re-download link · editable Word + print-ready PDF

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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.

Free resources before you buy

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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