Resources

Plain-English guides to the admin no one teaches you.

Bank bereavement, digital accounts, what an executor actually has to do, and how to get organised before any of it is needed. Every guide on a regulated topic is reviewed by a named UK professional.

Editor's pick

The first two weeks: what an executor actually has to do.

When someone dies, the practical list arrives long before anyone feels ready. This guide walks through the early steps in order, from registering the death to notifying banks, so you can do the next right thing without holding it all in your head.

  • Registering the death and using Tell Us Once
  • Who to notify first, and what they will ask for
  • What you can and cannot do before probate
Read the guideReviewed by an SRA-regulated solicitor
A family at a kitchen table working through paperwork together
Bank bereavement

Notifying banks and settling accounts.

Bereavement

Telling banks and building societies someone has died

Reviewed by a probate paralegal
Bereavement

Tell Us Once: notifying government in a single step

Reviewed by a bereavement specialist
Bereavement

Closing utilities, subscriptions and recurring payments

Reviewed by the FamilySafe editorial team
Digital assets

Online accounts and the digital estate.

Digital assets

What happens to online accounts when someone dies

Reviewed by the FamilySafe editorial team
Digital assets

Making a list of digital accounts worth recording

Reviewed by the FamilySafe editorial team
Digital assets

Password managers and emergency access, explained

Reviewed by a security professional
Executor & probate

The executor's job, step by step.

Executor & probate

Do you need probate? A plain-English check

Reviewed by an SRA-regulated solicitor
Executor & probate

Gathering the paperwork an executor will need

Reviewed by a probate paralegal
Executor & probate

Valuing an estate without losing the plot

Reviewed by a STEP member
Care planning

Getting organised before it is needed.

Care planning

Lasting power of attorney: the two types, plainly

Reviewed by an SRA-regulated solicitor
Care planning

Writing down care preferences before they are needed

Reviewed by a registered nurse
Care planning

Talking to parents about getting organised

Reviewed by the FamilySafe editorial team
Placeholder guide library: titles illustrative; each live guide requires a named author, reviewer credential and publication date (§9, EEAT)
Glossary

The terms that trip people up.

Probate
The legal process of dealing with the estate of someone who has died, including proving the will is valid where there is one.
Lasting power of attorney (LPA)
A legal document letting you appoint someone to make decisions for you if you cannot. There are two types: property and finances, and health and welfare.
Executor
The person named in a will who is responsible for carrying out its instructions and settling the estate.
Intestacy
What happens to an estate when someone dies without a valid will. Fixed legal rules then decide who inherits.
Estate
Everything a person owns at death, minus what they owe: property, money, possessions and certain digital assets.
Grant of representation
The official document that confirms someone's authority to deal with an estate, often needed before banks will release funds.
How this guidance is made

Reviewed by named professionals, sourced from primary references.

FamilySafe sits where being wrong has real consequences. So we do not publish guidance on regulated topics written by generic copywriters. Every guide on money, law or care is authored or reviewed by a UK professional carrying the relevant credential, with their name and registration shown on the page.

GOV.UKHMRCNHSThe Law SocietyOffice of the Public GuardianICOCitizens Advice & Age UK

FamilySafe provides general guidance and organisation tools. It is not a substitute for regulated legal, financial or medical advice, and does not replace will-writing, LPA creation or probate administration. AI may assist with drafting, but no guidance on a regulated topic is published without review by a named human professional carrying the relevant UK credential. AI content policy and editorial policy on request.

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