Description
Being an executor is a big job, often taken on at the hardest time. Executor’s Estate Organiser keeps it all in one calm, private place, so nothing gets missed.
What it does
- The usual steps in order, from registering the death to paying the beneficiaries, with a tick and a date for each
- A “who to tell” list already filled with the usual organisations (banks, pensions, utilities, Tell Us Once and more), with reference numbers and status
- Assets and debts at the date of death, with the net estate worked out, and a rough inheritance tax check against the allowances
- An estate account: every pound in and out, with a running balance
- Beneficiaries with fixed gifts or percentage shares, what each is due, and payments made
- Final estate accounts to print, save as PDF or export, ready to share with beneficiaries
Private and offline
Nothing you enter leaves your device. Use the backup to share records with a co-executor.
Try it first
Open the free preview and load the example estate. A licence removes the preview limit and unlocks printing, exports and backups.
Keeps your records and does the sums. It isn’t legal or tax advice: GOV.UK has the official guidance, and a solicitor can help with complex estates.
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