When Someone Dies: UK Admin Organiser

What this guide is for

When someone close to you dies, there is a great deal to organise, often when you least feel able to. This 18-page fillable organiser puts the practical tasks in order and gives you one place to keep the names, numbers and notes you will be asked for again and again.

Territory coverage: Follows the process in England and Wales.

Information last checked October 2026.

General information only, not legal, tax or financial advice.

This is a standalone digital PDF guide from the Life Admin & Bereavement collection.

About this collection

A fillable organiser for the practical tasks after a death, following the process in England and Wales. General information, not legal, tax or financial advice.

What's inside

• A first-days checklist and a guide to registering the death
• Tell Us Once, and a “who to tell” tracker for banks, insurers, utilities and more
• Funeral planning and funeral budget worksheets
• Money and support, including key claim deadlines
• Dealing with the estate: probate, Inheritance Tax basics, and worksheets for assets, debts and accounts to close
• Looking after yourself, with support organisations, plus a key dates tracker and glossary

Format and access

• File format: 18-page fillable PDF
• Territory coverage: England and Wales.
• Information last checked October 2026.
• Download link is emailed after purchase.
• Price: £12.99 (GBP)

Frequently asked questions

Still have questions? Contact us or email support@shieladgt.uk.