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For executors and the families helping them

Being an executor is a long job. Here it is, in order.

Family pack £47 · digital download

See the Family pack
  • Instant download
  • 30-day money-back
  • Written for the UK
Three real pages from the Life Admin Binder: the cover, a filled-in sample page and the executor checklist
Real pages from the binder. You get printable PDF files, not a printed book. See more pages

Go gently. If someone has just died, the free Who-to-Call-First Checklist covers the first calls. For everything after, the Family pack has the UK Executor Checklist and Estate Tracker: an 11-page checklist in 4 parts and an Excel tracker that dates each step from the date of death.

  • 53 steps, each with a due date worked out from the date of death
  • Assets, debts, expenses and the estate account in one Excel tracker (or a copy in Google Sheets)
  • A “who to tell” list of 28 organisations, with a tick box for each
  • Probate, or confirmation in Scotland, with notes for Northern Ireland

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

What the job involves

It isn’t one task. It’s dozens, in a particular order.

Registering the death, telling the organisations, valuing the estate, probate, paying debts and sharing out what’s left. Most executors do it for the first time, often while grieving.

The steps with a deadline

Register the death within 5 days in England, Wales and Northern Ireland, or 8 days in Scotland. Any Inheritance Tax must be paid by the end of the sixth month after the death, or interest is charged.

With the binder: every step dated from the date of death, so you can see what’s due next.

What was owned, and what was owed

Bank accounts, pensions, policies, the house and any debts. Each one has to be found and valued, usually as at the date of death.

With the binder: tabs for assets, debts and expenses, and an estate account that checks it all adds up.

Everyone who needs telling

Tell Us Once covers most government departments in England, Scotland and Wales. The banks, pension providers, insurers and utilities still need telling one by one.

With the binder: a “who to tell” list with a tick box for each.

The packs at a glance

Three packs. One payment each.

Not sure? Start with Core. You can upgrade to Family later for just the £18 difference.

How the guide is organised

The Mhofu Family Handover Method

Most binders are a stack of blank pages in no particular order, often written for the US. The Mhofu Family Handover Method orders everything by when your family will need it.

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.

The first weekWeeks 2 to 8Month 3 onwards

Stage 1 · The first week

First steps

Register the death, tell the government, and keep the home and money safe.

  • Register the death with the local register office
  • Use Tell Us Once to tell government departments in one go (in Northern Ireland, the Bereavement Service instead)
  • Call the people on the binder's key contacts page
  • Lock up the home, keep valuables safe and pause deliveries

Register within 5 days in England, Wales and Northern Ireland, or 8 days in Scotland.

If no one has a plan: Family members hunt for the GP's name, the will and the right phone numbers while the register office clock is running.

Stage 2 · Weeks 2 to 8

The phone calls

Work through the organisations, one call at a time, knowing where each one's paperwork is.

  • Banks, building societies and credit cards
  • Pension providers, insurers and the employer
  • Council tax, utilities, broadband and phone
  • DVLA, subscriptions and digital accounts

There is no single legal deadline for these calls, but money keeps leaving accounts until each one is told.

If no one has a plan: The same phone queues, over and over, without the policy number or the right department.

Stage 3 · Month 3 onwards

Tying up

Apply for probate (or confirmation in Scotland), sort any Inheritance Tax, pay debts and share out the estate.

  • Value the estate and check whether Inheritance Tax is due
  • Apply for probate, or confirmation in Scotland
  • Open an estate account, pay debts and bills
  • Close remaining accounts and share out what is left

Any Inheritance Tax must be paid by the end of the sixth month after the death, or interest is charged.

If no one has a plan: Estates stall for months because nobody knows what was owned, owed or where the paperwork went.

What you get

What's inside the packs

  • Your whole life admin in one folder. The UK Life Admin Binder: 132 pages across 16 UK sections, from NHS details and pensions to council tax and funeral wishes.
  • A plan for the weeks after. The Family Handover Guide: 25 pages and 23 steps in the three stages above, each linked to the right binder page.
  • Less guesswork for your executor. The UK Executor Checklist and Estate Tracker: an 11-page checklist and an Excel tracker with 14 tabs. Family and Household packs.
  • Health details ready for any appointment. The UK Medical Binder: 75 pages in 8 sections. Family and Household packs.
  • The house and the money sorted too. The UK Home Management Binder (133 pages, plus 47 pages of covers and dividers) and the UK Family Budget Spreadsheet. Household pack.

See inside

Low-resolution samples of real pages. Swipe or scroll sideways, and tap a page to see it bigger. Your download is the full-quality file.

How it works

Three steps, at your own pace

  1. 1

    Download

    Your files arrive by email and on screen as soon as you pay.

  2. 2

    Fill in what matters

    Type into the PDF or print and write by hand. The quick start takes 15 minutes. Leave out anything that doesn't apply.

  3. 3

    Tell one person where it's kept

    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.

Checked, not guessed

The facts about what you get

  • 132pages in the Life Admin Binder
  • 16UK sections, each with its own tab
  • 75pages in the Medical Binder
  • 14tabs in the Estate Tracker

Every page shown on this site is a real page from the files you download. No stock photos.

The same week, two ways

What a difference one folder makes

Without a plan

  • Someone searches drawers for the will and the pension letters.
  • Nobody is sure which bank accounts exist.
  • The phone is locked, so contacts and accounts stay hidden.
  • Direct debits keep going out because nobody knows what to cancel.
  • Funeral choices are made in a hurry, and guessed.
  • The same call centres, again and again, without a reference number.

With the binder

  • One folder, kept where one person knows to look.
  • Every account and provider listed, with where the paperwork is kept.
  • Key contacts on a single page.
  • A list of regular payments to stop.
  • Funeral wishes written down in your own words.
  • A guide that says what to do first, and what can wait.

Who made this

Hi, I'm Nash.

I work in finance, so I see every day how much depends on knowing where things are. A missing account number or policy reference is often the reason something takes weeks instead of days.

When I looked for a proper UK life admin binder, I couldn't find one that covered everything, so I made it. The first person I pictured filling it in was my dad. I design every page myself, and every email to [email protected] comes to me. More about Mhofu Finds

Choose your pack

One payment. Yours to keep.

Every pack includes the Life Admin Binder and the Family Handover Guide. Prices are the same for everyone: no countdowns, no “was” prices.

Core

For getting your own affairs written down in one place.

£29

One-off payment · digital download

  • UK Life Admin Binder: 132 pages, 16 UK sections
  • Fillable A4 PDF, plus printable A4, A5 and US Letter
  • Family Handover Guide: 25 pages, 23 steps with tick boxes
  • Start Here page: which pages to fill in first
  • Notes for Scotland and Northern Ireland
Choose Core — £29

Best value

Family

For you and the person who will one day handle things for you.

Adds the Executor Checklist, Estate Tracker and 75-page Medical Binder for £18 more than Core.

£47

One-off payment · digital download

  • Everything in Core
  • Executor Checklist: 11 pages in 4 parts
  • Estate Tracker: Excel, 14 tabs for assets, debts and the estate account
  • UK Medical Binder: 75 pages, 8 sections
  • Medical Binder covers, dividers and labels
Choose Family — £47

Household

For running the whole home, not just the paperwork.

£76

One-off payment · digital download

  • Everything in Family
  • UK Home Management Binder: 133 pages, 14 sections, A4 and A5
  • 47 pages of covers, dividers and labels
  • UK Family Budget Spreadsheet: Excel, 15 tabs
  • Yearly "update your binder" reminder emails
  • Priority email support
Choose Household — £76

Not sure? Start with Core. You can upgrade to Family later for just the £18 difference.
Not ready? Start with the free one-page checklist.

Secure checkout by Payhip. You'll get a download link by email straight away. Files: PDF and Excel. Nothing is posted.

30-day money-back guarantee

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

Answers before you buy

Who makes these?

I do. I'm Nash, and I run Mhofu Finds as a sole trader in Atherton, Greater Manchester. I work in finance and I design every page myself. Every email to [email protected] comes to me. More about Mhofu Finds

Someone has just died. Will this help me now?

If you're the executor or helping, yes. The Family Handover Guide sets out the steps in order, and the Family pack adds the Executor Checklist and Estate Tracker: an 11-page checklist and an Excel tracker for assets, debts and the estate account. See the executor tools. If you only need the first calls for now, start with the free Who-to-Call-First Checklist.

Is this a printed book?

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.

Do I have to print all of it?

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.

Can I fill it in on a computer?

Yes. The Life Admin Binder, the Executor Checklist, the Medical Binder and the Home Management Binder all have fillable versions you can type into with a free PDF reader such as Adobe Acrobat Reader. The spreadsheets open in Microsoft Excel. Watch the how-to video on YouTube.

Is this legal or financial advice?

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.

Does it work in Scotland and Northern Ireland?

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. In Northern Ireland, Tell Us Once isn’t available, so the guide points you to the Bereavement Service instead.

I already have a will. Do I need this?

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.

Is it safe to write all this down?

The files live on your computer or on paper, not in an app or an online account, and we never see what you write. The binder records where things are kept, not passwords, PINs or full account numbers. Keep it somewhere safe and tell one person where it is.

Do I have to fill in every page?

No. The Start Here page lists the pages to fill in first, and the quick start takes 15 minutes. Leave out anything that doesn't apply, and add the rest when you have an evening.

Why pay when there are free templates?

Free templates are a fine start. Most are American, so families end up crossing out pages. This one starts from UK paperwork (the NHS, council tax, HMRC, DVLA, probate or confirmation) and comes with a guide that says what to do first.

Isn’t this a bit morbid?

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.

How and when do I get it?

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.

What if it isn’t right for me?

Email [email protected] within 30 days and we’ll refund you in full. No reason needed. Refund policy

An evening or two now saves your family weeks of searching later.

See the packs