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Estate of David Richards · Executor

Take control of David's estate Free

We are very sorry about David. To keep his plan safe, we check two things before anyone takes control: the death certificate, and that you are the executor. There is no rush.

Demo screen. David died on 9 Jan 2027 in this example. Sarah Richards is acting. Nothing here is real, saved or sent.

  1. Certificate uploaded
  2. ID checked
  3. Our team is checking
  4. Control passes to you
1

Upload the death certificate

PDF
death-certificate-DEMO.pdf
Demo file · uploaded Mon 11 Jan 2027, 10:20
Uploaded ✓

Type in the details shown on the certificate. We keep these. We do not keep the picture once we approve.

If David's will was not uploaded to his plan, add a copy of it or the page that names the executors. We compare it with who is asking. The will wins.

2

Check your identity

Free for you

A certified digital ID check proves you are you. It takes about three minutes on your phone.

  • Photograph your passport or driving licence
  • Take a short selfie. It checks that a real person is there
  • The provider sends us a pass or fail and a reference. We never see your licence number

The provider is certified under the UK digital identity and attributes trust framework. We pay for the check. Whether the result is a pass does not depend on you paying anything.

ID
ID check passed
Mon 11 Jan 2027, 10:31 · reference DEMO-IDC-0001
Passed ✓
3

Where your request is now

1
Uploaded
Mon 11 Jan 2027, 10:20. We have your certificate.
Done ✓
2
Being checked by our team
A person checks the certificate and your ID within 1 working day of upload. Due by Tue 12 Jan 2027, 10:20. We email you at each step.
In progress
3
Approved
You are told by email. Control passes to you straight away.
Next
3
Ask for more
If something is unclear, we tell you exactly what to add. Nothing is lost. Your case stays open.
Only if needed

Your 14 days to respond

When a death is reported, each named executor has 14 days to respond. Days are calendar days. We remind you three times.

2/3
Reminder 2 of 3 sent, 7 days left
Example for an executor who has not answered yet, on day 7 (Sat 16 Jan 2027). Reported Sat 9 Jan.
7 days left
WhenWhat happens
Day 0 · Sat 9 Jan→Death reported. You are told.Clock starts
Day 3 · Tue 12 Jan→Reminder 1 of 3Email, and WhatsApp if you opted in
Day 7 · Sat 16 Jan→Reminder 2 of 37 days left
Day 12 · Thu 21 Jan→Reminder 3 of 32 days left
Day 14 · Sat 23 Jan→Control is offered to the backup executorThe same happens if you decline

When we approve

Until we approve, none of this has happened. Nothing moves, and the steward and the offers carry on as before.

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