Probate Advisor & Unified Probate View

When the time comes, everything is already in one place.

Probate is hard enough without a search through drawers, inboxes and old statements. FamilySafe gives executors one organised record — every account, asset and task, with a clear status on each.

Included with the £149 Probate (one-off) plan. One payment, no subscription.
How it works

Organise once, while it's calm. Hand over cleanly, when it matters.

1

Organise the record

Add accounts, property, insurance, documents and digital life to one structured household record — at your own pace.

2

Nominate your executor

Choose who acts, and what they can see. Access stays closed until you've said it should open.

3

Hand over when needed

Your executor opens the Unified Probate View and works from a clear list — not a guess. Probate Advisor guides each step.

Unified Probate View

Every account, asset and task on one screen.

Executors typically spend weeks establishing what an estate even contains. The Unified Probate View replaces that with a single, current list — and shows the status of each item as work progresses.

  • Accounts, property, pensions, insurance and digital assets in one place
  • A clear status on each item — to do, in progress, done
  • Built from the record the household already kept current
An adviser explaining a document to a client at a kitchen table
Probate Advisor

Guidance through the steps, in plain English.

Applying for probate in England and Wales typically takes 12 to 16 weeks for a straightforward estate. Probate Advisor sets out what an executor needs before they start, and what to do at each stage — with links to the official sources.

  • What executors need before probate begins
  • Step-by-step guidance with citations to GOV.UK and HMRC
  • General guidance — not regulated legal advice
A family reviewing paperwork together around a table
Works with
Tell Us OnceLife LedgerProbate Advisor partnersSolicitor handover
Different in Scotland or Northern Ireland?
In England & Wales and Northern Ireland the process is called probate. In Scotland, the equivalent is confirmation, applied for through the Sheriff Court.
Security

The people you trust see only what you've chosen.

UK Sovereign Hosted

Stored entirely in the UK, and GDPR-compliant by design.

Role-based access

Each person sees only the parts you assign. Professional partners never see your stored content.

Probate access

A controlled, just-in-case release — access opens only when the conditions you set are met.

Read about our security
How FamilySafe can help
As executor for my mother, I opened one screen and knew exactly what to do. The solicitor said it was the most organised estate they had handled.
An executor · Probate (one-off) plan
Common questions

Probate readiness, answered plainly.

Does FamilySafe handle the probate application for me?
No. FamilySafe organises the information an executor needs and supports a clean handover to a solicitor or the probate service. It does not replace them, and it does not provide regulated legal advice.
Is probate the same across the UK?
No. In England & Wales and in Northern Ireland the process is called probate. In Scotland, the equivalent is confirmation, applied for through the Sheriff Court. Our guides cover each region.
Can my executor see everything in my account?
Only what you choose to share, and only when you've said access should open. Role-based visibility means each person sees only their part, and professional partners never see your stored content.
What's included with the Probate (one-off) plan?
A one-off payment of £149 includes everything in the Family plan, plus Probate Advisor and the probate handover — with no ongoing subscription.
Best for probate readiness

Get the Probate (one-off) plan, and never leave the search to your family.

One payment of £149. Probate Advisor, the Unified Probate View and a clean professional handover — included for life.

Get Probate (one-off) — £149Compare plans

FamilySafe provides general guidance and organisation tools. It is not a substitute for regulated legal advice. For advice on your specific circumstances, consult a solicitor (in England & Wales, an SRA-regulated solicitor) or the relevant probate service. Sources: GOV.UK, HMRC.