What should I leave my executor?
A practical guide to the information and documents your executor will need to administer your estate without the stress.
Read article →Blog
Practical guides for executors and families, and business advice for the professionals who help them. No filler, no keyword padding.
01 / For executors & families
A practical guide to the information and documents your executor will need to administer your estate without the stress.
Read article →Step by step, from registering the death through to distributing the estate — with the timings that actually matter.
Read article →Why an Executor Pack is the most practical thing you can leave the person who will handle your affairs.
Read article →Being named as an executor comes with responsibilities most people do not expect. Here is the honest version.
Read article →Five steps you can take this week that will make your executor's job dramatically easier later.
Read article →What HMCTS actually charges, how deposit and withdrawal work, and how it compares to paying a company to keep your will in a box.
Read guide →02 / For estate planners & will writers
Where the extra revenue per client actually is, and which add-ons are worth the admin they create.
Read article →Add a revenue stream with minimal effort, and serve the client better while you do it.
Read article →Your client already trusts you with the will. The pack is the natural next conversation.
Read article →You recommend it, we produce and fulfil it. How the partner programme works.
Read article →Every will client is a prospect. How to position it, pitch it, and not make it feel like an upsell.
Read article →£79 one-off to you, your own retail price to the client, and a checked will lodged with HMCTS at the end of it.
See Custodian for planners →Software, fulfilment, drafting, will deposit and free accreditation — all under one roof. Or just call and ask a question.