How it works
From a pile of paper to a clear plan.
Most estates follow the same broad stages. We help you see where you are, what comes next, and who does what.
-
A free conversation
We talk through the estate, what has happened so far and what worries you most. No obligation, and no documents needed yet.
-
An agreed plan
We agree the scope and fixed price in writing, including exactly what we will and won't do.
-
Getting organized
Together we gather the papers, list the assets, debts and accounts, and set up your tracker of tasks and institutions.
-
Steady follow-through
Regular check-ins, reminders and a running log, with organized files ready for your lawyer and accountant, until the estate is wrapped up.
The usual stages
What settling an estate often looks like.
Timing varies a lot from estate to estate. This is a general outline, not advice about your situation.
The first weeks
Arranging the funeral, finding the will, securing the home and property, and telling close family and key organizations.
The first months
Notifying government, banks, insurers and pensions; opening an estate account; and, with a lawyer, applying for probate if it's needed.
Through the year
Collecting assets, paying bills and debts, cancelling services and subscriptions, and working with an accountant on the tax returns.
Wrapping up
Once taxes and debts are settled and the lawyer and accountant agree it's time, distributing to beneficiaries and closing the estate account.
You keep the decisions. We keep the list.
Throughout, you stay in charge. We keep track of the details, explain the general process, and make sure the right professional is involved at the right time.
A first conversation
Tell us where things stand.
A free, no-obligation call to talk through the estate, what has been done so far, and whether Reconciled is the right fit.