Estate Untangled keeps everything they'll need — accounts, wishes, documents — organized and current in a secure digital vault. And if the moment's already here, it tells you exactly what to do next, in order.
"I didn't know which bank held her mortgage, which policies were still active, or half of what she'd signed up for online. I was piecing it together from paper in a drawer."
— Claire, executor for her mother's estate"The will covered the house. It said nothing about the twelve subscriptions still charging his card, or how we were even supposed to get into his email to sort it out."
— Daniel, four months after his father diedTalk it through topic by topic. We ask the questions, in plain language, and keep the file current every quarter.
Home, land, vehicles, anything of note.
Banks, pensions, investments, debts.
Life cover, home, funeral plans.
Email, cloud storage, direct debits to stop.
Will, power of attorney, where they're kept.
Funeral preferences, personal messages, pets.
Build your file at your own pace. Nothing urgent — just steady, guided progress.
If someone close to you has died, you don't have to work this out alone. We'll help you gather what's needed and give you a clear quote once we understand your situation.
A guided conversation, one topic at a time — never a blank form.
Short check-ins catch what's changed, so the file never goes stale.
One briefing pack, one login, no scavenger hunt through drawers.
Read the full walkthrough, including how the encryption works →
Your sensitive details never sit in a chat log. Account numbers, reference numbers, and other sensitive details are encrypted separately in your vault — only your named executor can unlock it, and only after verification. We don't ask for your passwords, and we never store them.