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Scroll down to find out more about our tools

CloudVault [ Down with rummaging ]

    • Let your trusted people know what you have
    • Convenient, secure and manageable
    • Upgrade to customise and upload documents

  • It’s a digital filing cabinet which helps you to organize everything;
    • From your legal paperwork to where important documents are stored
    • Everyday financial stuff, such as where you bank, who you hold your insurance policies with and your mortgage company
    • Keeping a note of your digital information, such as where you store your photos, accessing your e-books and music library
  • Adds reminders to your files so that you never forget a renewal date again.
  • Allows your most trusted people to access this information whenever it is needed.

Go Premium – customize your filing cabinet

It’s convenient – Access it when you want, add new information whenever you need and update it as and when.

It’s secure – The safety of your information is extremely important to us. We use the latest technology to ensure that everything is protected.

It’s manageable – All in one place, minimal effort, and simple layout.

Make it your own – customize your cabinet.

Keep it all together - Upload and store your documents and information with a single click

With so much of our everyday lives now being paperless, and paper trails no longer existing in the way they used to, it is difficult for people to identify every account that someone has. It is especially problematic when you also include our online accounts. In fact, in a YouGov survey in 2015, it found that over 50% of people wouldn’t be able to access the account of someone who has died. Documenting this information not only means that you have a record of it, but also that your most trusted people can access it at a time when it is needed.

It's free to use the Basic version. But if you want to upload your files and customise your vault, then why not subscribe to Premium for £36 per year. Unlocks all premium features including Personal Messages, Funeral Wishes and My Digital Legacy.

Say everything

Personal Messages [ Because stories matter ]

    • Leave personalised messages for loved ones
    • Safely stored, sent when you choose
    • Video, text and pictures

Easy to use.

Personal Messages allows you to create personalized messages for your loved ones.

Safely stored, sent when the time comes

These notes are securely stored; ready to be accessed and distributed, by Trusted People chosen by you, when the time is right.

Say it how you want to

Video, text & pictures are all supported.

Share your life story with your loved ones and secure your legacy forever. Say it all so you aren’t leaving your final goodbyes to chance.
Feel sure that nothing is left unsaid when you subscribe for £36 per year. Unlocks all premium features including My Digital Legacy, Funeral Wishes and customisable CloudVault.

My Digital Legacy [ Your online afterlife ]

    • Let trusted people know what to do with your digital life
    • Keep social media in trusted hands
    • Secure, simple, necessary

In this ever-growing digital age of ours we have a bigger online presence than before and more and more electronic devices; these are your online accounts. You’re probably using many of them on a daily basis!

You have used at least one of them to visit me today, your email address; plus, you would have used either a laptop, desktop computer or smart phone. There are countless examples of online accounts, email accounts, digital music, digital photographs and videos, social network accounts, financial accounts, and online stores. You may also have a desktop computer, laptop, tablet, smart phone, storage devices and any similar digital device to name but a few.

In fact 94% of the population have online accounts which are being used as part of everyday life, with the average person in the UK having 26 different accounts and 10 different passwords.

When surveyed, 75% of people said their children wouldn’t be able to access their online accounts when they died and over 50% of people saying their partner wouldn’t have access.

Furthermore, 20% of bereaved families, found it too difficult to locate and deal with the online accounts and so didn’t bother, which means this digital content could be lost forever*. What if you were to become incapacitated? Or would like someone else to manage your finances? Would your trusted people, loved ones, deputies or attorneys be able to access your online accounts to manage your affairs?

There are potential issues that may arise without proper planning;

  • Will your loved ones know what online accounts you have?
    You may incur costs (subscriptions) if not all online accounts are known. Or maybe you have investments you would like to be passed on? What is the worth of your online accounts?
  • Will your loved ones know what to do with them?
  • Do accounts need to be closed? Social media accounts closed or memorialised, software uninstalled? Images stored?*

* Information is taken from 25-billion.html.

Why use online accounts?

Online Accounts helps you to list your online accounts in a document called a Memorandum of Wishes. This document can be added to your Will, your Lasting Power of Attorneys and accessed by your trusted people. Not only can you list your online accounts but you can also set out what you would like to happen to them.

For example, would you want to memorialise your Facebook account or allow access to your photos and images.

The document ensures your loved ones have all the information they need to manage your digital assets when needed. A copy of the document is automatically added to your DigiFile, ensuring your trusted people can access the latest version.

Edit your online assets as many times as you like when you subscribe for £36 per year. Unlocks all premium features including Personal Messages, Funeral Wishes and customisable CloudVault.
Funeral Wishes

Plan a funeral [ It’s your funeral ]

    • Plan every aspect of your funeral
    • Remove the burden rom loved ones
    • Edit as many times as you want

Many people don’t like to think about it, however, it is important to share any wishes you may have regarding your funeral arrangements. This is a way for you to let your most trusted people know what you would like, as well as what you wouldn’t like, at your funeral. Funeral Wishes allow you to state things like your religious or spiritual beliefs, whether you wish to be buried or cremated, your preference as to how you would like to be dressed, if you would like flowers and your choice of coffin, amongst other things

It is also possible to pre-pay for your funeral as well as pre-plan. This can be done alongside writing your funeral wishes.

Although hard to think about, it is important to imagine the types of decisions your loved ones will have to make regarding your funeral. They will be asked about caring for your body, whether to have you buried or cremated, your wake or memorial, what funeral procession route to take, what music to have and a multitude of other decisions. And, who would make the decisions? These questions will be made more difficult as they will need to be made at a very emotional time. Not only that, but would your loved ones know exactly what you want? Most people won’t have had, what could be classed as morbid conversations, and as such leaves their loved ones guessing what they do and don’t want at their funeral. By setting out your wishes now you will help your family and friends when the time comes

You can reduce the burden further by arranging a pre-paid funeral. A pre-paid funeral usually covers the cost of the funeral itself as well as getting help and advice from a local funeral director. The fees, also known as disbursements, may well include things as minister’s fees, doctors’ fees, crematorium fees, a simple coffin, help registering a death, all of which will be dependent on the type of plan you choose. You can lock in today's prices and avoid the chance of inflation increasing the costs by prepaying for your funeral now.

Why use this tool?

  • Guides you in a logical and manageable way without jargon.
  • Allows you to access your funeral wishes when you want, add new information whenever you need and update it as and when.
  • Produces a Memorandum of Funeral Wishes which is kept in your Important Documents, ensuring your trusted people can access the latest version, and which can be printed and kept alongside your Will.
Remove the burden from your loved ones when you subscribe for £36 per year. Unlocks all premium features including Personal Messages, My Digital Legacy and customisable CloudVault.
Pocket Bereavement Guide

A Little Help [ Pocket Bereavement Guide ]

    • Step by step guide for families, Executors and Administrators
    • No legal jargon
    • Free to use
A great tool to help families, executors and administrators discover what to do when someone dies. From the immediate steps to take, for example, registering the death, obtaining a death certificate, arranging a funeral, looking after dependents or securing the property; to distributing the property or possessions of the deceased. The steps are free to use, have a wealth of information and are available now; here on our website, just one click away.
If you are looking for the tools to administer an estate yourself, please take a look at the Executor Toolkit in the next section.

Access the 10 steps free of charge.

Terms and Conditions
Our Terms and Conditions are located here

A Little More Help

Online Executor Toolkit [ A Little More Help ]

    • Online tool that does everything a Probate solicitor would do
    • Pre-populates letters and Estate Accounts
    • Ensures your legal obligations are fulfilled

This online Executor Toolkit allows you to apply for a Grant of Probate and fully administer an estate online.

  • Low cost Estate Administration service
  • Stay in control when administering the estate
  • Stay on track with automated checklists
  • Work at your own pace and at any time of the day
  • Technical support included
  • One-off fixed fee
  • Our Legal Team are available to help you stay on track

With this Service you can:

  • Register a death
  • Arrange a funeral
  • Secure property, arrange care for dependents and pets
  • Apply for the Grant of Representation (also known as the Grant of Probate, Administration or Confirmation)
  • Securely produce all relevant HMRC forms
  • Generate over 50 pre-populated letters for notifying organisations, beneficiaries and other interested parties
  • Generate Estate accounts in accordance with the law in England & Wales
  • Organise the clearance or sale of a property
  • Arrange bereavement counselling

This option is for those who want to stay in control and save money by completing Estate Administration themselves, but who also want the structure and security of knowing that they haven’t missed a thing. Our Legal Team are available all the way to point you in the right direction and help you stay on track.

This powerful toolkit will prepopulate government forms, generate estate accounts using the information you input, store everything for you in one place, and much more.

When you have completed the Executor Toolkit, Estate Administration will be complete in accordance with the Law in England and Wales. Your documents will all be in one place and easy to find and share.

Create a free account and get started here. The first two sections are free so you can get a feel for whether this is right for you. After this point, a payment screen will appear and you can choose whether you would like to continue. Technical support is available via online chat, or a free helpline. Or, call us to find out more about if this tool is right for you.

Online Executor Toolkit - £960
£800 + £160 vat. Price excludes disbursements (fees from 3rd parties)

Terms and Conditions
Our Terms and Conditions are located here

Simple Estate Administration

Lots of Help [ Simple Estate Administration ]

    • Fastest way to compete Estate Administration with a fixed fee
    • Supported by our Legal Team
    • Includes fast-track Grant

Our Legal Team will complete, and Fast Track, the Grant of Representation (also known as the Grant of Probate, Administration or Confirmation) Application for you in addition to all the great benefits of the Executor Toolkit.

  • Fast track Grant of Probate included (Grant of Probate Application time is reduced to weeks rather than months)
  • Funds are released more quickly
  • Free property sale if required
  • One off fixed fee
  • Save money and stay in control by completing some of the work yourself
  • A professional will handle the legal tasks and help you stay on track
  • Includes technical and legal support
Our Legal Team will help you with:

  • Stopping mail to the address of the deceased
  • Notifying government and financial institutions
  • Placing statutory notices
  • Calculating if Inheritance Tax (IHT) is payable (if yes this service is not suitable for you)
  • Arranging other relief, e.g. transfer of Nil Rate Band, if required
  • Preparing any Oath or tax forms needed
  • Completion of the Grant of Probate Application and any additional forms for you
  • Liaising with the Probate Registrar on your behalf, so an appointment is not needed

In addition, we will carry out other tasks on your behalf, for example, filling out a StopMail application; a service which removes the deceased name from direct marketing lists and stops unwanted mail, placing statutory notices and lots more.

Book a Callback and our Legal Team will be in touch to go through how we can support you.

The Simple Estate Administration service is an ideal option if you want to save money by completing some of the admin yourself, while feeling reassured that our Legal Team is with you every step of the way to complete legal tasks, prevent mistakes and speed things up.

Contact us via phone, email or book a callback. We will assign a member of our Legal Team to your case, who will help you to access the Toolkit and explain your next steps and how you can get started.

Simple Estate Administration - £1800

£1500 + £300 vat. Price excludes disbursements (fees from 3rd parties)

Terms and Conditions
Our Terms and Conditions are located here

Full Estate Administration

Hand It All Over [ Full Estate Administration ]

    • Hand everything over to a Solicitor
    • Suitable for taxable and more complex estates
    • Fixed fees and jargon free

Simply hand everything over to a specialist. You will be assigned a Solicitor, who will deal with the entire matter for you. They will complete everything needed in order to finalise the Estate Administration.

Our Full Estate Administration Service is ideal for those who would like to hand everything over to a solicitor in order to complete the Estate Administration and fulfil their obligations as an Executor or Personal Representative.

Full Estate Administration is especially recommended should the estate be taxable or involve Trusts.

A fast-tracked Grant of Probate is included and completed on your behalf.

Contact us to discuss your requirements. A solicitor will be assigned to your case and advise you of any steps you need to take to get started.

Terms and Conditions
Our Terms and Conditions are located here

Write a Living Will (Advanced Directive)

Living Will [ Don’t become voiceless ]

    • Make your future medical treatment wishes known
    • Specify particular circumstances
    • Legally binding and UK wide

In simple terms a Living Will is a way in which you can let medical professionals know your wishes now, about your health care and treatment in the future, at a time when you may not be able to express them yourself. A Living Will, also known as an Advance Directive states the circumstances in which you would like treatment to stop or which treatments you would like to refuse completely (it cannot be used to request certain types of treatment). It can also contain details of how much involvement you would like your loved ones to have in these decisions or if you would like to leave them to medical professionals.

The document is legally binding and must be followed by the health care professional administering treatment as long as it is valid and applicable to the situation.

While you have capacity you can discuss your treatment directly with your doctors and jointly map out a treatment plan. However, if you were to be taken to hospital unconscious or are unable to make decisions yourself, temporarily or permanently, due to certain conditions like Alzheimer’s or dementia; your doctors, after discussions with your loved ones, would make treatment decisions for you.

Although medical professionals have a legal and ethical obligation to act in your best interests, they don’t know all of your beliefs, or if you have strong views about particular situations. You may not have had a chance to discuss these with your loved ones either. By drawing up a Living Will, you’re providing reassurance about your wishes and removing some of the burden from your family or friends, who will be making decisions on your behalf at a time which could be extremely emotional for them.

You may have made or heard of a Lasting Power of Attorney (LPA). A registered Health and Welfare LPA helps your loved ones with decisions on the type of healthcare you may need, day to day issues or if residential care is needed for example. There is an option within a Health and Welfare LPA which gives your attorneys the power to refuse/consent to life sustaining treatment. However, it does not allow you to give guidance, conditions or help them make these decisions based on what you would want and in what scenario.

A Living Will and Advance Statement, combined with a Health and Welfare LPA, makes sure all of your health decisions are thought about now, ready for the future.

Why use this tool?

  • Is quick and easy
  • Is not just a form to fill in; it guides you in a logical and manageable way without jargon.
  • Allows you to access your Living Will when you want, add new information whenever you need and update it as and when.
  • Produces your Living Will instantly; a copy of the document is automatically added to your Filing Cabinet, ensuring your trusted people can access the latest version.
  • Gives you the ability to print and sign your Living Will at your convenience, with detailed instructions on how to do so.

Don’t forget to store your signed Living Will with your Health and Welfare Lasting Power of Attorney. You can also include what is known as an Advance Statement which sets out general preferences that you would like to be considered by medical or care staff, and may include statements about your religious or spiritual beliefs, how you would like to be supported, food preferences and your daily routines. Ask us for more details on making an Advance Statement.

Write your Living Will for £60.00 and don’t forget to ask for help at any time by clicking the ‘Need Help’ button.
Need legal help?

Need legal help? [ We’re here ]

    • Access to practical, legal and emotional advice
    • Award-winning bereavement and estate planning advice
    • Free to call, no time restrictions
If you have any questions about administering an estate or want to simply hand everything over to a specialist, please call 0800 840 1665
It’s better to be safe than sorry, so if you are unsure or just want to find out what options are available then please don't hesitate.
Talk to a specialist bereavement adviser, free of charge
Online Grief Support

Online Grief Support [ GriefChat ]

    • Free 24/7 grief support is available online
    • Expert Grief counsellors
    • Just chat, no need to login
Not only do we want to support you while dealing with the practical aspects of a bereavement, we want to help with the emotional side of it as well. Most people expect to be very upset or distressed when someone close to them has died. What takes many people by surprise is how strong the emotions can be, how they can change very quickly, and how long they last. You might appear to be your usual self to other people, but on the inside you are struggling to deal with the overwhelming feelings.
Everyone grieves in a way that is unique to them and their relationship with the person who has died.
We know that no-one can understand exactly what your loss feels like to you. But we do understand that it’s sometimes easier to talk to someone outside of your friends and family about grief and the impact of bereavement on your life. This is why we offer the GriefChat service.
GriefChat was created by bereavement experts and by clicking on the Start button, you can chat directly to a specially trained Bereavement Counsellor. GriefChat counsellors are experienced in supporting bereaved people and will listen to your story, explore how your grief is affecting you and help you find any additional support you might need. GriefChat is a completely free service and is available Monday-Friday, 9am-9pm or by email out of these hours.

GriefChat is provided by Professional Help Limited, one of our carefully selected partners. By continuing to use the GriefChat widget you are agreeing to their Terms and Conditions, and Privacy Policy. For more information you can contact Professional Help Limited via their website