Name the people who matter
Record executors, attorneys, next of kin, emergency contacts and professional contacts with their details and roles.
UK Will & Legacy Organiser
Put the information your family may need in one private place.
Record who to contact, where important documents and accounts can be found, what should happen to online accounts, and the wishes you want someone to know. Then print one practical family pack.
One-time purchase Works offline No account Printable family pack
The actual preparedness dashboard, shown with example data.
Five sections, one useful record
Gather the details people often have to search for
The organiser tracks locations and instructions rather than trying to become a legal, financial or document-storage service.
Explain where accounts and assets can be found
List providers and a practical pointer to the paperwork or login location, without recording account balances.
Record where important documents are kept
Cover the will, LPAs, an advance decision, certificates, deeds, insurance, pension paperwork and other documents.
Leave instructions for online accounts
Record the username, intended action and legacy-contact status while keeping passwords out of the organiser.
Write down the things you want remembered
Keep funeral, medical, belongings and pet wishes alongside messages, values and stories for the people you love.
See which essentials still have a gap
A 12-point checklist links each missing item to the section where you can record it, with a six-month review prompt.
One document to hand over
Print a family or executor pack from what you have recorded
The pack brings every section together with a short note for your family at the front, so a trusted person has a clear place to begin.
- Owner-named cover and preparedness summary
- Your own start-here note for the family
- People, accounts, documents, digital legacy and wishes
- Print directly or save as a PDF
Clear product boundaries
An organiser beside your legal documents, not instead of them
This app helps you record where things are and what someone should know. It does not create, review or validate legal documents, and it does not give legal or financial advice.
No will writingIt records where your will is kept but does not write a will or provide probate services.
No document uploadsIt stores locations and notes, not copies of wills, certificates or other documents.
No passwordsRecord where passwords are kept, never the passwords themselves.
No estate calculationIt does not record balances, value an estate or estimate Inheritance Tax.
Make the hand-off possible
Keep a backup and tell someone where it is
The organiser has no cloud account or automatic sharing. Print the pack or export a backup file, keep it somewhere appropriate, and make sure a trusted person knows how to find the current version.
Printable pack for a paper or PDF copyJSON backup for moving the editable recordsReview date for keeping the information current
How it works
Download it once and open it in your browser
No installation, app store or account is required.
Buy and download
Etsy delivers the digital download after purchase, with the organiser, quick-start guide, licence and support details.
Open the organiser
Open the single HTML app in a modern browser on a Windows, Mac or Linux computer.
Add what someone should know
Work section by section, close the preparedness gaps, then print the pack and save a backup.
Private by design
Your family information stays on your device
The organiser runs locally in your browser. It has no account, cloud database or analytics, and it does not upload names, contact details, account pointers or wishes.
Because the information lives on that device, you are responsible for device security and for choosing a storage, backup and review approach that suits the sensitivity of your records.
Frequently asked
Before you buy
Is this a legal will or will-writing service?
No. It is an information organiser. It does not create, review or validate a will, LPA or any other legal document, and it is not legal advice.
Does it store copies of documents?
No. It records the document type, its name, where it is kept, a reference and your notes. The actual document stays wherever you choose to keep it.
Should I enter passwords or full account numbers?
No. The organiser is deliberately designed without a password field. Record the username and where the password or paperwork is kept, not the secret itself.
Does it calculate the value of my estate or Inheritance Tax?
No. Accounts and assets are recorded as locations and pointers, without balances. The organiser does not value an estate or calculate tax.
Which computers and browsers does it work on?
It works on Windows, Mac and Linux computers in a modern version of Chrome, Edge, Safari or Firefox.
Can my family access it online?
No. There is no online account, shared access or automatic release. Use the printable pack or a backup file and tell a trusted person where to find the current copy.
What can I print?
The printable pack combines your start-here note, people, accounts and assets, documents, digital legacy, wishes and key hand-off information into one document that can also be saved as a PDF.
What is included in the download?
The single-file UK Will & Legacy Organiser app, a quick-start guide, and licence and support details. Etsy delivers the download after purchase.
Put the important information somewhere your family can find it
Buy the UK Will & Legacy Organiser on Etsy, download it once and keep using it without an account or subscription.
Buy on Etsy