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MY ESTATE KITThe Family Handover Kit
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★★★★★4.9 / 5 — used by families across Ireland

A will says who gets what. It doesn’t tell your family what to do when you’re gone.

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 5 days, 28 days and 6 months. So your family isn’t left guessing.

  • Covers the 3 critical windows: 5 days, 28 days and 6 months after a death.
  • A step-by-step plan plus the fill-in records that feed it — no legal jargon.
  • Built for the real Republic of Ireland journey — register, notify, probate, Revenue.
  • Instant email delivery — print it at home, start this evening.
  • One-off payment, no subscription · 30-day money-back.
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A woman following her Family Handover Kit plan at the kitchen table
The plan your family will thank you for

Built around the real Republic of Ireland admin journey — Citizens Information, Revenue and Probate Office guidance. Reviewed by an Irish probate professional.

The gap no one warns you about

When you’re gone, the admin doesn’t stop. It lands on the people you love.

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 —

An adult son surrounded by his late parent's paperwork, unsure where to begin

The scavenger hunt

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.

No single service tells everyone

Ireland has no “Tell Us Once”. 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.

Money frozen, bills still coming

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.

60%of probate applications — up to six in ten — get returned by the Probate Office for errors, restarting the clock entirely. (Courts Service, reported 2024) None of it is a legal problem. It comes from one thing — no one was left a plan to follow.

“Surely they’ll work it out?”

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.

The method

One simple plan, in three stages: 5-28-6.

It follows the real deadlines in the Republic of Ireland. Each stage tells your family exactly what to do next — so no one has to improvise.

5
days

SECURE the urgent things

The first actions, in order: register the death, order 10–15 certified copies of the death certificate, find the will, name the executor and arrange the funeral.

⚠ Without a planFuneral paid out of pocket · too few certificates ordered · the will found too late
28
days

NOTIFY the right people, in order

Ireland has no “Tell Us Once” — every body is told one by one: the DSP, Revenue, the NDLS, the HSE, then every bank, mortgage, insurer, utility and pension — with a register of every account and ready-to-send letters.

⚠ Without a planThe death re-explained on every call · accounts missed · overpayments to repay
6
months

SETTLE it properly

The steps to close the estate: the SA.2 Statement of Affairs, probate (13–15 weeks at the Dublin Probate Office), the valuation, Capital Acquisitions Tax (pay & file by 31 October), debts, property and distribution — with the document checklist a professional will ask for.

⚠ Without a planTax penalties · probate dragging on for months · disputes between family
The open Family Handover Kit — the plan and the fill-in records
What you actually get

Two things in one kit: the plan, and the records that feed it.

Every part is written for the Republic of Ireland, so nothing important is left out:

  • The step-by-step action plan — the 5-28-6 checklists: what to do, who to contact and in what order, at each stage.
  • The account & asset register — bank and credit union accounts, An Post State Savings, the State Pension and any private or occupational pensions, life insurance.
  • The personal record— PPS number, medical card & GP, Local Property Tax, utilities, the Revenue and DSP references.
  • Where everything is kept — the original will, the deeds, certificates, keys and passwords.
  • Funeral & final wishes, and the ready-to-send notification letters.

📧 Delivered instantly by email · 🖨 printed at home · kept together in one folder.

The Family Handover Kit, prepared and kept ready on a desk
Simple to do

You do it once, calmly, over a single afternoon.

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.

  • Plain-English prompts that tell you exactly what to put where.
  • Nothing to install, nothing to wait for in the post.
  • Then it’s ready — and the day your family needs it, they just follow the plan.
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Pamela, a verified customer, with her completed Family Handover Kit✓ Verified customer
★★★★★
“I did it one rainy Sunday afternoon. It isn’t a notebook — it’s a plan my family can actually follow. Such a relief to finally have it done and know they won’t be left guessing.”
Pamela, 70Wexford · The Settled Family Pack
Oneafternoon
A clearplan
Onefolder
Declan Byrne, retired probate practitioner
★★★★★
“In probate, two kinds of family come through the door. The ones who arrive with a plan — ordered, filled in — leave with the estate mapped out in an hour. The ones who arrive with nothing are told, gently, that this will take many months. Both loved their family just as much. The only difference was that one had a plan to follow.”
Declan ByrneRetired probate practitioner, Cork · 30 years settling estates in Ireland⚖ Professional endorsement
They’ve already done it

Families across Ireland, sorted.

Derek, Wicklow
DerekWicklow✓ Verified buyer
Linda, Kildare
LindaKildare✓ Verified buyer
Pauline, Galway
PaulineGalway✓ Verified buyer
Stephen, Cork
StephenCork✓ Verified buyer
Joan, Limerick
JoanLimerick✓ Verified buyer
Roy, Waterford
RoyWaterford✓ Verified buyer
Christine, Mayo
ChristineMayo✓ Verified buyer
Brian, Meath
BrianMeath✓ Verified buyer
The day it matters

When the day comes, there are two versions of it.

Without a plan

  • Drawers turned out, looking for accounts no one knew existed
  • The death re-explained on call after call, in no order
  • A forgotten credit union account or State Savings found years too late
  • Money frozen while the bills keep coming
  • Probate stalled for want of one missing document
  • Funeral wishes argued over, because no one was sure
  • One child carrying it all, the others second-guessing
  • Grief, with admin piled on top

With the plan

  • Every account, pension and policy already listed
  • A clear order of who to contact, and what to say
  • Nothing valuable quietly lost
  • The family knows the right steps to take
  • Probate paperwork ready, in order
  • Funeral wishes written down, clearly
  • No one left guessing, no one left blamed
  • Room to actually grieve
4.9
★★★★★
318 reviews · over 1,200 families
5 stars92%
4 stars6%
3 stars1%
2 stars1%
1 star0%
Susan, Galway
Susan · Galway
✓ Verified buyer
★★★★★

I’ve finally stopped lying awake about it

My son now has a clear plan to follow — the pensions I’d half-forgotten, the policies, the order to do things in. One quiet afternoon and it was done.

The Settled Family Pack · 2 weeks ago
Geoffrey, Wicklow
Geoffrey · Wicklow
✓ Verified buyer
★★★★★

So my daughter never has to chase the way I did

When my wife passed I learned the hard way how much they ask for. This lays out exactly what to do and when. Plain, sensible — it put my mind at rest.

The Complete Peace-of-Mind Pack · 1 month ago
Helen, Kildare
Helen · Kildare
✓ Verified buyer
★★★★★

The calmest conversation we’ve ever had

I bought it for my parents and we filled it in together over Sunday lunch. We followed the steps — no drama, no awkwardness, just sorted.

The Essential Kit · 3 weeks ago
Malcolm, Cork
Malcolm · Cork
✓ Verified buyer
★★★★★

It’s a plan, not a pile of paper

What sold me is that it tells you what to do, step by step. My wife wouldn’t have known where to begin — now she has a plan she can simply follow.

The Settled Family Pack · 5 days ago
Dorothy, Limerick
Dorothy · Limerick
✓ Verified buyer
★★★★★

Everything in order, at last

I’m the one who always handled the paperwork. Now if anything happens, the children just open it and follow the steps. An enormous weight off my shoulders.

The Complete Peace-of-Mind Pack · 1 month ago
Choose your kit

One plan. Three levels of preparation.

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.

The Essential Kit

The Essential Kit

Just the basics.

€29
One-off payment · no subscription
  • Know what to do first — the Start Here card: the first 5 actions, in order
  • A clear plan for each stage — the 5-28-6 checklists (Secure · Notify · Settle)
  • Nothing forgotten — 10 guided fill-in sheets (prompts, not blank pages)
  • Every account in one place — banks, credit unions, pensions, State Savings, insurance
  • They’ll know where it’s all kept — will, deeds, keys, passwords
  • Instant email · print at home · 30-day money-back
The Complete Peace-of-Mind Pack

The Complete Peace-of-Mind Pack

If you have life insurance, a larger estate or several heirs.

€144€76−50%
One-off payment · save €68
  • Everything in The Settled Family Pack
  • Whoever acts knows exactly how — the Executor’s Brief + the 7 costly mistakes
  • The 6-Month Action Calendar — every step + deadline, week by week (the CAT 31 October deadline + 14 days’ warning, never a surprise)
  • The SA.2 estate organiser + the probate checklist, in the order to gather them
  • A solicitor starts in minutes — the Professional Handover Sheet
  • Yearly update reminder · priority support

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.

30

A simple 30-day money-back guarantee

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.co.uk within 30 days. We’ll refund you in full within 48–72 hours — no forms, no questions.

Questions families ask

Everything you might be wondering

Is it just a place to write things down?

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 5 days, 28 days and 6 months after a death. The fill-in records (accounts, pensions, policies) feed that plan so your family can simply follow it.

We’ve already made a will — do we still need this?

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.

Is it a physical product you post to me?

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.

Isn’t there one service that notifies everyone?

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.

Isn’t it a bit morbid?

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.

What if it isn’t right for us?

Email us within 30 days and we’ll refund you in full, no questions asked.

One last thing for the people you love

You worked hard for what you have. Don’t let the last thing you leave be confusion.

Leave them a plan →
The Family Handover Kit — from €29Get the kit →