{"product_id":"sev-uk-executor-bereavement-admin-tracker","title":"SEV UK Executor \u0026 Bereavement Admin Tracker","description":"\u003cp\u003eAfter a death, someone has to tell dozens of organisations, find every account, pay the bills and account for every penny, usually while grieving. This kit turns that into steps you can follow and a record you can show to anyone who asks. It is for executors, administrators and the family members helping them, in England and Wales.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eThe tracker (Excel): a roadmap of 37 steps; a notification log with follow-up dates (the organisations Tell Us Once contacts are listed for you); a call log; document and reference records; an asset and debt register whose settled amounts come from the estate account; an estate account with a running balance; legacies and residue shares, with what is paid and still due; and a reconciliation with twelve checks (the last one for the record) that tie it all together. Key dates (registration, Tell Us Once, Bereavement Support Payment, Inheritance Tax, the Gazette claim period) are worked out from the dates you enter.\u003c\/li\u003e\n\u003cli\u003eTen letters (Word): plain letters to a bank, a pension provider, a utility or subscription, an insurer, an employer, a landlord or care home and a creditor; a request for date-of-death values; a letter sending the grant; and a polite follow-up. A4 and US Letter.\u003c\/li\u003e\n\u003cli\u003eThe guide (PDF, 21 pages): the first days, the first weeks and the estate; Tell Us Once and what it does not cover; probate (when each organisation decides it is needed, who can apply, the fee); Inheritance Tax reference figures and deadlines; distribution and final accounts; where to get help. Every rule is dated and sourced to GOV.UK and other official pages, read on 27 October 2026.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eA worked example follows the fictional estate of Eleanor Whitfield, who died on Tuesday 5 January 2027, as it stood on 15 September 2027: £327,373.24 collected, £12,381.20 paid out in debts, costs and the funeral, two legacies paid, and an interim payment to each of her two children, leaving £32,492.04 in the estate account, exactly what is still due to them.\u003c\/p\u003e\u003cp\u003eIf the person kept a SEV UK Household Continuity File, its registers give you a head start.\u003c\/p\u003e","brand":"SwordEyeVisions","offers":[{"title":"Default Title","offer_id":56269958349142,"sku":null,"price":15.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0919\/0827\/6566\/files\/w3-03-01_guide-tracker-and-letters.jpg?v=1793276827","url":"https:\/\/swordeyevisions.com\/products\/sev-uk-executor-bereavement-admin-tracker","provider":"SwordEyeVisions","version":"1.0","type":"link"}