If someone close to you has died, you don't have to work this out alone. We'll help you pull together the paperwork and information an executor or family member typically needs — then talk through your situation and give you a clear quote for what's involved.
A short conversation about your situation — nothing to fill in on your own first.
Using the checklist below as a starting point, tailored to what actually applies to you.
Based on what's actually involved, agreed with you before any work begins.
Every situation is different, and exactly what's required depends on where you are and what's involved — but most families need some version of the following. Use it as a starting point; we'll help you work out what actually applies to you.
This is a general starting point, not legal advice — exactly what applies depends on where you are and the specifics of the estate. We'll help you work out what's actually needed for your situation, rather than expecting you to work through this list alone.
Tell us a little about your situation and we'll get back to you to arrange a time to talk. There's no charge for the initial conversation — we'll only give you a quote once we understand what's actually involved.
Contact us Setting this up in advance for your own family instead? Start your guided master file.