UK Bereavement & Estate Admin Pack — Printable PDF

When someone dies in the UK, the next of kin faces 30+ admin tasks, often within days, often while grieving. Registering the death. Tell Us Once. The funeral. Probate. Inheritance Tax. Closing accounts. Notifying pensions, HMRC, the council, the property side of things.

The UK Bereavement & Estate Admin Pack is a 24-page printable binder that puts the UK admin in order, page by page, so you can sit down once, work through it, and put it down again.

Built specifically for UK processes — Tell Us Once, UK probate, HMRC, Inheritance Tax, and the differences between registering a death in England & Wales, Scotland, and Northern Ireland. Not adapted from a US template.

What's inside:

• A short note from us — an honest page on what this pack is, and what it isn't
• First 7 days — what has to happen, in order, with nation-specific deadlines
• Registering the death — side-by-side guidance for E&W, Scotland, and Northern Ireland
• Tell Us Once — full walkthrough of who it notifies, what you need, and the NI alternative
• Funeral planning checklist + budget tracker — with DWP Funeral Expenses Payment and Scotland's Funeral Support Payment eligibility
• 32-row notification template — banks, pensions, utilities, insurers, employer, subscriptions, social media
• Executor / personal representative duties — in plain English
• Will location and key documents register
• Estate inventory template
• Probate application — when needed, when not, with E&W, Scotland (Confirmation), and NI routes
• Inheritance Tax overview — 2026/27 thresholds, rates, the 7-year gift rule, IHT400 deadlines
• Bank account closures and estate account setup — with the Death Notification Service
• Pension provider notifications
• HMRC notifications
• Property handling — mortgage, Council Tax Class F exemption, insurance, utilities, sale or transfer
• Personal possessions distribution tracker
• Self-care checklist — because grief takes a physical toll
• End-of-process review — what's complete, what's outstanding, who to thank

A4 PDF, instant download. Print at home or fill in digitally. Edition 2026/27.

This pack is admin guidance, not legal, tax or financial advice. For complex estates, please consult a solicitor and a chartered accountant or tax adviser. Government rules and figures can change — links throughout point to the live source.

We're sorry you're going through this. This pack is built to help.