PRACTICAL GUIDES, EVERYDAY WORDS
A little clarity.
One step at a time.
Clear steps, useful examples and printable checklists to help you organise important paperwork yourself.
For England and Wales. Our guides explain the process in plain English. Each guide has a clear scope so you can check it fits your situation.
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Create an account / sign in →PREPARE YOUR APPLICATION
Court of Protection Application Guide
A practical guide to organising a straightforward property and financial affairs deputyship application.
£49 total · one payment
English PDF · printable worksheets
What is inside?
- Preparing the information and main forms
- Capacity evidence and notification checklists
- Online and postal routes
Worksheets
- Preparation worksheets and date trackers
England and Wales. Straightforward property and financial affairs applications only.
Coming soon · purchases closed
AFTER YOUR COURT ORDER
Your First Year as a Deputy
A practical starting point for a family member or friend appointed to help with someone's money and property. Take one task at a time, keep a simple record, and build a routine you can maintain.
£39 total · one payment
English PDF · printable worksheets · 15 pages
What is inside?
- 1. Start with the order
- 2. Make one organised place for records
- 3. Build a starting picture of the finances
- 4. Keep the person involved
- 5. Record spending and your expenses
- 6. Make a small monthly routine
- 7. Prepare for the report and changes
Worksheets
- Your order at a glance
- Organisations to contact
- Monthly money record
- Decision note
For unpaid family and friend deputies dealing with property and financial affairs in England and Wales. Your own court order sets your powers. This guide is not for health and welfare deputyship, professional deputies, disputes or emergency applications.
Coming soon · purchases closed
YOUR YEARLY REPORT
Your Deputy Annual Report, Step by Step
Turn a year's records into a clear report without trying to remember everything at once. This guide helps you collect the evidence, check the figures and explain the decisions in everyday language.
£29 total · one payment
English PDF · printable worksheets · 15 pages
What is inside?
- 1. Check the request before you start
- 2. Gather a complete set of evidence
- 3. Check the money in and out
- 4. Resolve differences instead of forcing a match
- 5. Explain decisions clearly
- 6. Check care, contacts and concerns
- 7. Review, submit and keep a copy
Worksheets
- Report preparation sheet
- Account reconciliation
- Evidence and decision index
- Before you submit
For family and friend property and financial affairs deputies in England and Wales. Use the report type and dates OPG requests. This is a preparation guide, not a substitute for OPG's form or the instructions alongside it.
Coming soon · purchases closed
PREPARE, SIGN AND REGISTER
Make Your Lasting Power of Attorney
A plain-English companion for making an LPA yourself. Gather the details, understand the choices, arrange the signatures in the right order and keep track of registration.
£29 total · one payment
English PDF · printable worksheets · 14 pages
What is inside?
- 1. Start with the person making the LPA
- 2. Decide which type you need
- 3. Choose people and how they work
- 4. Gather details and work through the form
- 5. Arrange signing in the correct order
- 6. Check notifications and register
- 7. When it comes back
Worksheets
- Your choices and questions
- People and information checklist
- Signing and registration tracker
For adults making their own LPA in England and Wales, with straightforward arrangements. The person making the LPA must make the choices and understand the document. It cannot be made for them after they have lost the ability to do so.
Coming soon · purchases closed
PUT THE PAPERWORK TO USE
Your LPA Is Registered: What Next?
A practical checklist for attorneys and families after an LPA is registered. Work through one organisation at a time, understand when the LPA can be used and keep a record of what you do.
£19 total · one payment
English PDF · printable worksheets · 14 pages
What is inside?
- 1. Check what has been registered
- 2. Check when you can act
- 3. Choose the right way to show the LPA
- 4. Work through the organisations
- 5. Keep a clear money and decision record
- 6. Keep the arrangements up to date
- 7. Know when the role ends
Worksheets
- LPA authority summary
- Organisation tracker
- Decision and expense record
For straightforward registered LPAs in England and Wales. Check the actual document, its restrictions and how the attorneys were appointed. This guide does not cover enduring powers of attorney or documents made under Scottish or Northern Irish law.
Coming soon · purchases closed
GET IMPORTANT DETAILS TOGETHER
Your Family Information Organiser
A printable pack to help you record where important information is kept. Fill in a little at a time, tell a trusted person where to find it and review it when something changes.
£19 total · one payment
English PDF · printable worksheets · 16 pages
What is inside?
- 1. Decide what this pack should do
- 2. Keep secrets out of the pack
- 3. Start with contacts and document locations
- 4. Map the practical finances
- 5. Add care and everyday arrangements
- 6. Check, share carefully and review
Worksheets
- Start here
- Important documents
- Money and regular bills
- Care, dependants and pets
- Digital services and business
- Wishes and update log
An organisation tool, not a will, LPA, advance decision or authority to access another person's money. It records information and wishes; it does not make them legally binding or change ownership.
Coming soon · purchases closed
ORGANISE A SIMPLE APPLICATION
Straightforward Probate, Step by Step
An administrative roadmap for an executor dealing with a straightforward estate. Understand the order of tasks, organise the evidence and check the official application route before you submit.
£49 total · one payment
English PDF · printable worksheets · 15 pages
What is inside?
- 1. Check that this route fits
- 2. Deal with immediate administration
- 3. Find out whether probate is needed
- 4. Value the estate and check tax reporting
- 5. Prepare the application
- 6. Submit and track it
- 7. Understand what comes after the grant
Worksheets
- Suitability and first actions
- Asset and debt evidence
- Application preparation
- After the grant: action tracker
For an undisputed estate in England and Wales with a valid will, a clearly entitled adult executor and straightforward UK assets. This is not a complete guide to all estate administration or tax. It excludes intestacy, trusts, disputed wills, insolvent estates, foreign assets and cases needing a full IHT400 return.
Coming soon · purchases closed
TWO GUIDES TOGETHER
Deputy Administration Toolkit
Your First Year as a Deputy and Your Deputy Annual Report in one PDF, with all their printable worksheets.
£49 total · one payment
English PDF · printable worksheets · 30 pages
What is inside?
- Your First Year as a Deputy
- Your Deputy Annual Report, Step by Step
Worksheets
- All worksheets from both deputy guides
For unpaid family and friend deputies dealing with property and financial affairs in England and Wales. Your own court order sets your powers. This guide is not for health and welfare deputyship, professional deputies, disputes or emergency applications.
Coming soon · purchases closed
APPLICATION TO ANNUAL REPORT
COP Application and Deputy Toolkit Bundle
The £49 COP Application Guide and £49 Deputy Administration Toolkit together. Save £19 compared with buying both separately.
£79 total · one payment
English PDF · printable worksheets
What is inside?
- Court of Protection Application Guide
- Your First Year as a Deputy
- Your Deputy Annual Report
Worksheets
- All worksheets from the three guides
England and Wales. Straightforward property and financial affairs applications and family deputy administration.
Coming soon · purchases closed
Before you choose
Official forms and guidance are free from GOV.UK. Formsure charges for its own explanations, checklists and worksheets. These are guides for doing the work yourself; form completion, individual advice, application checking and printed packs are not included. Government and third-party fees are separate.
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