The kit
For families who are happy to do the work themselves and want to know they have not missed anything.
One payment. You get your own sign-in, and your list is saved as you go.
Already bought it? Sign in to the kit
What is in the kit
The workbook
An online workbook you sign in to. It takes you through the estate one area at a time: computers and phones, email, photos, money, subscriptions, social media and the technology in the house. For each thing you record what exists and what you want done with it, and tick it off when it is dealt with. It is saved to your account, so you can stop and come back.
Where to look
How to find the accounts nobody wrote down, using bank statements, the post, the email inbox and the passwords saved in a web browser.
Provider guides
Each major provider has its own process for a customer who has died. The guides cover Apple, Google, Microsoft, Facebook, Instagram and Amazon, step by step, with what each one will ask you for. Each guide shows the date we last checked it against the company's own pages.
Letters you can send
Letters to send as executor: to close an account, to ask for a copy of the data, to cancel a subscription, and to ask for money back that was taken after the death. Each one is filled in with your details, ready to print and sign.
What to do first
What needs doing in the first week, what can wait, and what to leave alone for now. For example, keep the phone contract running until you have used the number to get into the other accounts.
A finished record
When you are done, your list becomes one record of the digital estate. Print it and keep it with the probate papers.
How it goes
Get your sign-in
Once you have paid, you set a password and sign in. Nothing is posted and there is nothing to download.
List what is there
Work through the workbook, one area at a time. Most families do it over a few evenings.
Deal with each one
Use the guide for each provider and send the letters. Tick each item off as it is closed or handed over.
Keep the record
Print your finished record and file it with the estate papers, so nobody has to do this twice.
Have this ready
- The grant of probate or letters of administration. While you wait for it, a death certificate is enough to start the list
- The computers, phones and drives, with their chargers
- Bank and card statements for the last 12 months
- Anything written down: notebooks, PINs, old passwords, letters from providers
What the kit does not do
- We do not do the work for you. That is the first look and the full recovery
- It will not open a locked phone, a password manager with no master password or an encrypted drive with no key. Nothing will
- A computer that will not start, or a drive that has failed, needs someone to look at it
Questions
What if I get stuck?
Ask for a first look. We start from the list you have already made, so none of your work is wasted.
Can I print it?
Your letters and your finished record print, with your name on them. The workbook and the guides are read on screen, in your account.
Can I start before probate is granted?
Yes. You can list everything straight away. Most providers will not act until they have seen the grant, or a death certificate and proof of who you are.
Do I need to be good with computers?
You need to be able to use email and a web browser. If the estate has a home server, drives that will not open or a computer that will not start, ask for a first look instead.