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Here at Legacy Sentinel we are not about ‘gatekeeping’ information. We want you to feel confident that you can tackle this daunting task with the right information and tools.
You don’t need to use our Legacy Flow software, in order to get the benefit of our experience.
We have put together some books, information packs and other things that might come in handy for you. No need to shop around when you can get everything in one place. ( This list will continue to be updated and added to).
- Lawpack Probate DIY Kit: Advice and Instructions to Executors and Others for administering an Estate by Lawpack: https://amzn.to/4aq8PNQ
2. The Probate Book by Nicholas James Ash An essential step by step guide to help you understand what to do with someone’s estate after they have died: https://amzn.to/4v4oZne
3. Daily Planner for note keeping; https://amzn.to/3Rcpqhx just an example but it’s a good idea to stay organised with a dedicated journal or notebook.
4. File Storage – expect to keep your paperwork for a long time (at least 20 years). Expanding file storage folders like these will help you find and store those important documents easily and safely; https://amzn.to/4f8hJlD they come in a variety of styles and sizes and can be a real space saver.
5. Plastic Wallets – Alongside file storage, keeping important documents safe, like the will, Grant of Probate and Certificates is vital. Simple plastic wallets will be essential for preventing damage to these items; https://amzn.to/4eSGAbI
6. Envelopes – You might find yourself needing a variety of envelopes, but we think these are the best ones. The half cardboard, Do Not Bend, envelopes. They make the best option when needing to send off documents that you want to keep safe, and don’t forget to include a return address envelope if you want those items returned. https://amzn.to/4v824HT
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