The Situation

Executors for a modest estate spent over three months waiting on responses from:

• Two banks

• A pension provider

• HMRC

• The DWP

• Utilities

• Insurance providers

Most delays were caused by:

• Sending the wrong forms

• Missing information

• Being asked to provide the same documents repeatedly

• Difficulty proving authority

• Letters being returned because they were sent to the wrong address

The executors described the process as "endless chasing".

How Executor Hub Would Have Helped

Executor Hub offers:

• Auto-generated letters and emails with the correct wording for each organisation

• Templates for DVLA, council tax, banks, HMRC, pension providers, utilities, and more

• One-click "send notification" workflows

• A secure document vault so the Grant can be uploaded and attached instantly

• A progress tracker showing what each organisation has received

Outcome if Executor Hub Was Used

Instead of three months of repeated admin, the executors could have resolved notifications in days, not weeks, saving:

• ✔ Time

• ✔ Stress

• ✔ Repetition

• ✔ Delays in finalising probate

Executor Hub dramatically reduces friction by giving executors the tools professionals use — in one place.