Questions and answers
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 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.
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.
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.
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