UK life admin organiser · printable PDF
From £29 · digital download
See the packs
One binder for the accounts, contacts, wishes and paperwork your family would need, and a plain-English guide to the weeks after. Fill it in on screen or print it at home.
Built from official guidance on gov.uk, mygov.scot and nidirect, for England and Wales with notes for Scotland and Northern Ireland. Checked on 18 October 2026. See our sources
The gap most families find too late
A will deals with who inherits. It doesn’t list the bank accounts, the pension providers, the GP or where the house insurance is. Those are the details a family needs first.
The bank, the energy supplier and the council all need telling. The account numbers live in a phone or an email inbox, and nobody knows the passcode.
With the binder: every account and reference number written down, in one folder.
Old workplace pensions often sit with providers whose names have changed. Without a letter or a policy number, each one means a long search.
With the binder: each pension, provider and policy number listed, including any to trace.
Burial or cremation? Which music, which charity? Families often decide in a rush, then wonder whether they got it right.
With the binder: your funeral wishes, in your own words.
Families do get there in the end. The binder means those weeks are spent with each other, not on hold to a call centre looking for a policy number.
How the guide is organised
Three stages, in the order families meet them. The binder holds the details. The Family Handover Guide walks through each stage and points to the right binder page.
Stage 1 · The first week
Register the death, tell the government once, and keep the home and money safe.
Register within 5 days in England, Wales and Northern Ireland, or 8 days in Scotland.
Stage 2 · Weeks 2 to 8
Work through the organisations, one call at a time, with every account number to hand.
There is no single legal deadline for these calls, but money keeps leaving accounts until each one is told.
Stage 3 · Month 3 onwards
Apply for probate (or confirmation in Scotland), sort any Inheritance Tax, pay debts and share out the estate.
Any Inheritance Tax must be paid by the end of the sixth month after the death, or interest is charged.
What you get
Low-resolution samples of real pages. Swipe or scroll sideways. Your download is the full-quality file.
How it works
Your files arrive by email and on screen as soon as you pay.
Type into the PDF or print and write by hand. The quick start takes 15 minutes. Leave out anything that doesn't apply.
The binder only helps if someone knows where to find it.
Print only what you need. The Start Here page lists the pages to print first. Nobody needs to print every page.
Not sure which pack?
Optional. Nothing you tap here is saved or sent anywhere.
Checked, not guessed
Every page shown on this site is a real page from the files you download. No stock photos.
The same week, two ways
Choose your pack
Every pack includes the Life Admin Binder and the Family Handover Guide. Prices are the same for everyone: no countdowns, no “was” prices.
For getting your own affairs written down in one place.
£29
One-off payment · digital download
Best value
For you and the person who will one day handle things for you.
£47
One-off payment · digital download
For running the whole home, not just the paperwork.
£76
One-off payment · digital download
Checkout opens soon. The packs are ready and priced as shown. Leave your email on the free checklist page to hear when you can buy.
Secure checkout by Payhip. You'll get a download link by email straight away. Files: PDF and Excel. Nothing is posted.
If it isn't right for you, email [email protected] within 30 days of buying, from the address you ordered with. You don't need to give a reason. We process refunds within 2 working days, and your bank may take a few more days to show it. Refund policy
Questions
No. It’s a digital download: PDF and Excel files. You fill them in on screen or print them at home. Nothing is posted to you.
No. The Start Here page lists the pages to fill in first. Print only the sections that apply to you, or don’t print at all and type into the PDF.
Yes. The Life Admin Binder has a fillable A4 version you can type into with a free PDF reader such as Adobe Acrobat Reader. The spreadsheets open in Microsoft Excel.
No. It’s an organiser that helps you write things down and a guide to the usual steps, based on official guidance. It doesn’t replace a will, a Lasting Power of Attorney or advice from a solicitor. For a complex estate, speak to a solicitor.
Yes. It’s written for England and Wales first, with notes wherever Scotland or Northern Ireland differ. For example, Scotland uses “confirmation” rather than probate, and has an 8-day limit to register a death rather than 5.
A will covers who inherits. The binder covers everything else your family needs to find: accounts, pensions, contacts, password hints, policies and wishes. They work together.
Most of the binder is everyday life admin that helps right now: GP details, medicines, insurance renewals, bills. It’s just as useful if you’re in hospital for a week as for anything more serious. Think of it as a kindness to the people you love.
Straight after you pay, you’ll see a download link and get it by email too. Download the files to your computer and keep a backup.
Email [email protected] within 30 days and we’ll refund you in full. No reason needed. Refund policy
Buy with your own email address, then forward the download email to them, or print the Start Here pages and give them in a folder. A short note helps: “Fill in what you're happy to, when you're ready. Then tell me where it's kept.”
You can also fill it in together, one section at a time.
Get the free UK Who-to-Call-First Checklist: one printable page your family can use straight away.
Get the free checklist