After a death there’s a stretch of admin no will can cover — the frozen bank, the pensions, the one-by-one notifications, probate, the deadlines. The Family Handover Kit is the step-by-step plan for it: what to do, who to contact and in what order, across the first 3 days, 3 months and 12 months. So your family isn’t left guessing.
Between the day someone dies and the day the estate is finally settled, there’s a stretch of admin no one prepares you for — a sequence of deadlines, institutions and decisions. Solicitors call it probate. Families just call it the nightmare. Here’s what it actually looks like —
Your children going drawer by drawer, through old statements and a locked phone, trying to work out which banks, which pensions and which policies even exist.
With a plan: it’s already listed — every account, and what to do with it.
Nobody rings anyone for your family. The DSP, Revenue, the NDLS, the HSE — then every bank, insurer, utility and pension, each one contacted separately — dozens of calls, in no particular order.
With a plan: who to contact, in what order — nothing missed.
Accounts freeze on death. Many firms won’t release a cent without the grant of probate — while the bills keep arriving through the door.
With a plan: your family knows what exists and the right steps to take, with no delay from missing information.
They’d work it out eventually — over many stressful months, with frozen accounts, missed deadlines and forgotten policies along the way. They don’t just need your information. They need a plan — what to do, who to contact, and in what order.
In Ireland, the funeral takes three days — the paperwork takes a year. The plan follows the real deadlines, and each stage tells your family exactly what to do next — so no one has to improvise.
The Irish way: the notice on RIP.ie within a day or two, the wake, the funeral inside three days. The first actions, in order: the funeral director, 8–10 certified copies of the death certificate (€20 each), the funeral bill the bank can pay straight from the account against the funeral director’s invoice, the funeral wishes already written down, find the will, identify the executor.
Four real deadlines land at three months: register the death (the legal limit), the DSP overpayment window (distribute early and the executor pays it back), the Fair Deal notice to the HSE — while every body is told one by one (the DSP section by section, Revenue, the NDLS, the HSE, then every bank, credit union and insurer — nobody rings anyone for your family) and the SA.2 inventory is built.
Settling it within the year: the SA.2 Statement of Affairs, probate (around 13 weeks on paper at the Dublin Probate Office, 3–4 weeks when a solicitor files online — and 60% of applications get sent back), the valuation, the house that can’t be sold before the grant — and the tax your children pay themselves: Capital Acquisitions Tax at 33% above their threshold (€420,000 / €44,000 / €22,000), every gift since 1991 counted in, Form IT38, pay & file by 31 October. Then distribution.
Every part is written for the Republic of Ireland, so nothing important is left out:
📧 Delivered instantly by email · 🖨 printed at home · kept together in one folder.
Guided questions and clear sections — no blank-page overwhelm, no jargon, no legal training required. You fill it in at your own pace, print it, and keep it together.
“The information supplied in this pack is very comprehensive and extremely well set out - easy to understand and to follow. Such a good idea - useful to do for yourself or for elderly relatives”
“Excellent product. I feel relieved now that I leave all the information that my family will need when the time comes. Everything is explained in great detail. […] My kit was for the Republic of Ireland and what an eye opening experience it is, I had no clue as to what is required under Irish law,I thought I did but this kit covers everything. I recommend this kit to everyone who wants to leave their family a comprehensive guide to settling their affairs.”
Excellent communication, clear instructions and instant delivery after payment, this is a really useful guide on what to do after a death in the family. Very helpful and reassuring for me and my family. Thank you!
Apart from My Estate Kit being an invaluable resource, the on-going help and advice I received from Raphael was second to none. I could not recommend the Kit or the Company any higher, they are simply the best.
There was a lot of helpful information provided in clear language and with practical support. I like that I can have paper copies but also store it on my computer. The ‘timing guide’ is an excellent prompt.
The product came to my attention through Facebook. I had been thinking of preparing my paperwork but this kit gives me a logical and efficient way of doing so. I have only just started but so far the method is easy to read and follow.
This kit has thought of everything! Just what I was hoping for; a clear concise step by step guide with prioritisation, explanation and encouragement. The draft letters are a huge bonus too, thank you.
Most families with a home choose the Settled Family Pack. Every kit is a one-off payment, delivered by email to print at home, with a 30-day money-back guarantee.
Just the basics.
Ideal if you own a home.
If you have life insurance, a larger estate or several heirs.
When in doubt, most families with a home choose The Settled Family Pack — it covers what comes up most, without paying for the advanced estate options. Probate help runs €2,000+; from €29, this kit is what makes it fast.
Download the kit, read the plan, print the sheets and start filling them in at your own pace. If you don’t feel it helps your family know what to do, just email raphael@myestatekit.eu within 30 days. We’ll refund you in full within 48–72 hours — no forms, no questions.
No — that’s the important bit. It’s a step-by-step plan: what to do, who to contact and in what order, across the 3 days, 3 months and 12 months after a death. The fill-in records (accounts, pensions, policies) feed that plan so your family can simply follow it.
A will says who inherits. It doesn’t give your family a plan for what to actually do — where everything is, which pension to call, what to cancel, who to contact first. That practical plan is exactly what the kit provides. The two work together.
No. It’s delivered instantly by email. You print it at home and keep it together in a folder — so there’s nothing to wait for and nothing to lose in the post.
No. Ireland has no single notification service — the Department of Social Protection, Revenue, the NDLS, the HSE, the Passport Office, and every bank, insurer, utility and pension provider must each be told separately. The plan takes your family through all of those, in order.
It’s the opposite. This is organising, not dying — the same as keeping your insurance papers in order. Most people tell us they feel real relief once the plan is in place.
Email us within 30 days and we’ll refund you in full, no questions asked.