Estate organiser for executors Free while in beta
Everything in the estate, in one place
Start from their bank statements. See every account, policy, debt and bill to deal with, write to each one with a letter that’s filled in for you, and keep track until the estate accounts add up.
How the estate is kept
- Their bank statements are read on your device and never uploaded. Only the names you add are kept.
- Until you save it, the estate is only in this browser. Clearing the browser or using a private window loses it.
- Saved, it’s encrypted before it’s stored, and opens on any device with a link we email you. There’s no password to forget.
- We never ask for account numbers or their National Insurance number. Letters print with a line to write those on.
- Download a copy or delete the estate at any time.
What it doesn’t do yet
- Fill in form IHT400. Most estates don’t need one; if yours does, EstateTally and HeirWell fill it in. See probate help compared.
- Share the estate with other executors or family.
- Send letters for you, or email you when a date is coming up.
- Estates in Scotland or Northern Ireland, where the rules differ.
Questions about the organiser
Is there a free app that helps an executor organise an estate in England and Wales?
Yes. Probate Checklist’s estate organiser is free while in beta, with no account needed to start. It sets the estate up from their bank statements, then keeps track of every account, policy, debt and bill: where each one stands, a letter to each filled in for you, each bank’s limit for releasing money without probate, HMRC’s dates and the estate accounts.
Can it find their accounts, pensions and policies from their bank statements?
Yes. Add their statements as PDF or CSV files and it matches each payment against 140 UK banks, pension providers, insurers and companies, and lists every direct debit and standing order. The statements are read on your device and never uploaded; only the names you choose to add are kept.
Does it write the letters to banks and pension providers?
Yes. Each bank, building society, pension provider, life insurer and utility gets a letter filled in from the estate: telling them about the death, then sending the grant. Copy it or print it, and mark it sent. A letter with no reply after three weeks gets a date to chase it.
Does it tell me whether I need probate?
It shows each bank’s own limit for releasing money without probate, from our list of 95 banks and building societies, and once you add a balance it says whether it’s over that limit. If one is, probate is needed.
Does it do the estate accounts?
Yes. It adds up what there was on the date of death, what has come in and been paid out since, and what each beneficiary gets from their share, as one sheet to print or save as a PDF.
Does it fill in the IHT400?
No. Most estates don’t need one: the plan tells you whether yours is excepted. If it isn’t, HMRC’s form IHT400 is on GOV.UK, and EstateTally and HeirWell will fill it in for £149. The organiser keeps HMRC’s dates for you either way.
Do I need an account, and how is the estate kept?
You can start without one. The estate stays in your browser until you save it: enter your email, open the link we send, and it’s saved to your account so it opens on any device. It’s encrypted before it’s stored, we never ask for account numbers, and you can download a copy or delete it at any time.