Skip to main content
Human Law SRA-regulated firm No. 657838
ORGANISE THE FACTS BEFORE TAKING ADVICE

Free estate checks and tools

Use these free worksheets and calculators to organise the facts of an estate in England and Wales. They are for executors, administrators, beneficiaries and their advisers.

Using these tools: These tools organize factual information and perform user-supplied arithmetic. They do not calculate or monitor legal, tax, or court deadlines; do not assess legal rights, merits, or settlement authority; do not recommend litigation or procedural steps; and do not create a solicitor-client relationship.

Choose a tool

Post-Grant Administration

Post-Grant Resolution Planner

Work through the estate’s assets and records, identify the decision that is stuck and prepare an agenda for a meeting.

Scope: Estates where Grant has already been issued Output: Post-Grant Planning Summary (PDF/Print) Est. Time: 8–12 minutes
Holding Cost Arithmetic

Estate Carrying-Cost Calculator

Enter monthly costs, one-off expenses and estate income to see how delay could affect the figures over 1 to 60 months.

Scope: Pre-Grant or Post-Grant cost arithmetic Output: Estate Carrying-Cost Summary (PDF/Print) Est. Time: 4–6 minutes
Executor Inaction & Dispute

Executor Deadlock Information Builder

Record unanswered requests, blocked decisions and the facts an adviser or co-executor may need. The tool creates an information summary from your answers.

Scope: Pre-Grant or Post-Grant executor standstill Output: Deadlock Information Summary (PDF/Print) Est. Time: 6–8 minutes
Consensual Resolution & Mediation

ADR Preparation Questionnaire

Prepare for mediation or other discussions by listing the issues, what you want to achieve, the information needed and meeting arrangements.

Scope: Mediation, round-table, or negotiation preparation Output: ADR Preparation Summary (PDF/Print) Est. Time: 6–10 minutes

Ask about advice or read the handbook

Free suitability enquiry

Suitability Enquiry

Send a short outline for Justin to review whether Human Law can help. This free Suitability Enquiry is separate from the self-service tools; it does not provide instant results or individual legal advice.

Practical Handbook

The Out-of-Court Executor

Justin Patten’s handbook explains executor responsibilities, Probate Registry procedures and ways to address disagreements before court proceedings.

Your information

How the tools handle your information

The self-service tools process your entries in your browser. The Suitability Enquiry is a separate form that sends your enquiry to Human Law.

  • Tool entries: The self-service tools use browser memory or storage for your working answers. Follow the privacy information in the tool you use; do not enter names, account numbers or other identifying information.
  • Website analytics: These pages include analytics scripts that can record visits and usage. This is separate from the processing of your answers. See our privacy policy.
  • Clearing a draft: Use the tool’s clear or reset control where provided. Some tools keep a draft for the browser tab’s session. Downloaded or printed copies remain with you.