Someone has died. Here is what has to happen next.

Settling turns probate in England and Wales into a checklist made for this estate. Four questions, then the steps in order, with the official forms and guidance linked at each one.

Free. No card, ever.

Settling does not file anything for you. It tells you what to file, where, and by when, and remembers what you have already done.

How it helps

  • Only the steps that apply

    Four questions shape the list. No will, several executors, a business in the estate — each changes what you actually have to do.

  • The official source at each step

    Every step links straight to the GOV.UK, HMRC or Gazette page you need. Settling never asks you to trust its summary of the rules.

  • A record you can hand over

    Ticked steps, dates and the estate accounts stay in one place, ready for the beneficiaries or a solicitor who joins later.

Settling is not legal or financial advice. It is a guide to publicly available guidance from GOV.UK and HMRC, and it does not submit forms or applications on your behalf. For estates that are large, contested or unusual, take advice from a solicitor.

England & Wales only