Lily & Ledger

Estate & Executor Paperwork  ·  United Kingdom

Calm, orderly paperwork for the hardest weeks — executor checklists, estate trackers and plain-English guides, checked against official UK sources and kept current.

For the person quietly holding it all together.

Every figure checked against the official UK sources — by hand, line by line — and kept current when the rules change.  2026/27 edition

The Shelf

Four working packs

Printable A4 PDFs, delivered instantly through Etsy. Each one is a working document — made to be filled in, not framed.

Executor’s First Month Toolkit

£16
8 PDFs · Checklists & Trackers

The structured sequence for the first month of administering an estate — so nothing is done from memory, and nothing is missed.

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IHT & Probate Route Planner

£16
8 PDFs · Plain-English Guides

The inheritance-tax route, mapped end to end — which forms apply, in which order, and what each one is going to ask for.

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Digital Estate & Password Legacy Planner

£12
5 PDFs · Registers & Guides

The online accounts, the subscriptions, the pension nomination — mapped, so a family isn’t left guessing at any of it.

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Family Emergency Continuity Binder

£16
9 PDFs · The Household Brief

For the household that has people depending on it — everything someone stepping in would need, written down at last.

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Free, With My Compliments

The companion sheets

A few of the sheets I’m asked for most, free to download and print. No sign-up needed.

The First Week, One Page

The seven things that actually need doing in the first seven days — and the many that don’t.

Download PDF

Who to Notify Checklist

The full notification round — government, banks, insurers, and the ones nobody lists.

Download PDF

Document Tracker

One sheet for where every certificate, reference number and letter now lives.

Download PDF

Take what you need. If the bigger packs would help, they’re on the shelf above.

Edition Alerts

When the rules change, I’ll tell you.

Fees move. Thresholds move. Forms get replaced. I watch the official sources so you don’t have to — and when something in your paperwork actually changes, you’ll hear from me.

About

Lily & Ledger is a small UK publisher of working paperwork for one of the hardest jobs a person can be handed — usually without warning, usually on top of everything else. I research every checklist and guide against the official UK sources and update them when the rules change, because a wrong figure in this subject costs real money at the worst possible time.

None of it is legal advice; it’s the calm, tidy structure that gets a family through — kept properly, the way these things deserve to be kept.

— Lily

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