A clear place to start.

Practical checklists for the admin after a death, to work through at your own pace.

UK Bereavement & Estate Admin Pack

£9.99One payment.
Yours to print and use.

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24 pagesA4 PDFPrint & writeUK-specific

Made for real UK householdsPrint only what you needOne place for the details

OPEN THE PACK

Practical help.
At your own pace.

A proper look at the pages you’ll use. Clear tasks, useful prompts and space to make the plan yours.

Actual pages from the Bereavement & Estate Admin Pack. Select a page to explore.

ONE STEP AT A TIME.

A short note from us

A PLACE FOR THE PRACTICAL BITS

Here’s what’s inside.

24 pages, including the cover and any dividers. Explore the working sections below.

01A short note from us
02First 7 days — what to do, in order
03Registering the death — by UK nation
04Tell Us Once — full walkthrough
05Funeral planning checklist
06Funeral budget tracker
07Organisations to notify — not covered by Tell Us Once
08Executor or personal representative — duties
09Will location and key documents register
10Estate inventory
11Probate application
12Inheritance Tax — overview
13Bank accounts and the estate account
14Pension provider notifications
15HMRC notifications
16Property handling
17Personal possessions — distribution tracker
18Self-care — a page for the person doing the admin
19End-of-process review

THE USEFUL DETAILS

Before you get started.

A printable you can make your own.
A few things worth knowing.

Can I print this at home?

Yes. It is A4, designed for a standard home inkjet, and it works in black and white — no page is a solid block of colour, because that costs you ink. All 24 pages are designed to be printed and written on.

Is it fillable on screen, or print-only?

This edition is print-and-write. You can type into it using the annotation tools in Preview, Adobe Reader or any PDF app, but the fields are ruled lines and tick boxes rather than form fields. Properly fillable versions are planned.

A4 or US Letter?

A4 only. The whole product is built on UK processes, so a Letter version would be for a buyer we do not serve. If you are outside the UK this pack will not be much use to you, and we would rather say so.

Does it cover Scotland, Wales and Northern Ireland?

Yes. Where the four nations diverge — council tax versus domestic rates, DVLA versus DVA, school admissions — the page carries a sidebar for each. It is not an English pack with a note at the back.

What do I get, and when?

A single A4 PDF, 24 pages, edition 2026/27. Etsy sends the download link as soon as payment clears, and keeps it in your Etsy account permanently. You pay £9.99 once. There is no subscription and no upsell inside the file.

Bereavement & Estate Admin Pack