Estate record index
Register supplied records by source, category and working reference.
Estate record organisation
Probate & Estate Document Organisation
Bring estate paperwork, financial records and correspondence into a clear source-linked working pack for review.
For executors, family members, organisations and professional advisers needing UK-wide online document support.
What the service does
Create order across a sensitive, mixed estate record
Estate records may arrive from several people and institutions over time. Statements, property papers, asset and liability records, invoices and correspondence can be duplicated, incomplete or difficult to sequence.
Disclosure Assist organises what is supplied and flags technical gaps or conflicts. It does not interpret a will, determine inheritance rights, make entitlement decisions or provide probate, tax or legal advice.
Financial document organisation
Arrange statements, asset records, liabilities and invoices into reviewable groups.
Correspondence chronology
Create a neutral timeline from dated letters, emails and documents.
Conflict and gap flags
Keep inconsistent records and apparent missing periods visible for review.
A controlled workflow
From first estimate to working handover
- 01
Agree the document scope
Identify the sources, categories and working output required.
- 02
Register supplied material
Inventory estate records without assuming legal significance.
- 03
Organise by source and category
Apply consistent working references while retaining provenance.
- 04
Relate duplicates and dated records
Map technical relationships and chronology candidates.
- 05
Flag uncertainty
Present conflicts, apparent gaps and legal questions for authorised review.
- 06
QC and secure handover
Check the agreed working pack and deliver it through the approved route.
Service detail 01
Records and correspondence we can organise
The collection may include bank statements, asset and liability records, property documents, estate paperwork, invoices, reports and correspondence supplied by the customer.
Working indexes make the record easier to navigate while source paths and relationships remain traceable.
- Statements and financial records
- Asset and liability documents
- Property and estate paperwork
- Invoices and dated records
- Letters, emails and reports
Service detail 02
Conflicts remain questions, not conclusions
Where dates, descriptions or figures differ, each source can remain visible and the issue can be flagged for the customer or adviser.
A technical chronology or index does not decide whether a record is correct, who is entitled, how a will should be interpreted or which probate process applies.
Service detail 03
UK-wide service does not mean one UK-wide probate procedure
Disclosure Assist can provide document organisation online across the UK. Probate and estate procedures can differ between jurisdictions.
The service does not publish or apply unverified procedural rules; customers must confirm the appropriate legal process independently.
Clear service boundary
Estate document organisation is not probate advice
Disclosure Assist provides technical and administrative organisation of supplied estate records. We do not interpret wills, determine inheritance rights or entitlement, advise on probate or tax, decide legal relevance, represent customers, certify forms, or guarantee compliance or outcomes.
Disclosure Assist provides technical and administrative document support. We are not a solicitors' firm and do not provide legal advice or legal representation.
Professional workScopedand pricedAfter reviewing your evidence workload
Pricing and access
Estimate the workload before sharing evidence
Get an estimated workload using our Start Here estimator. Final scope, cost, intake method and capacity are confirmed after an initial review.
Disclosure Assist is a UK-wide online service. No travel or in-person appointment is required, and the public enquiry form does not accept evidence.
Start a New MatterRead practical organisation guidesPractical questions
Frequently asked questions
Do you advise who is entitled to an estate?
No. Entitlement and inheritance rights are legal matters outside this service.
Can you interpret a will or advise on tax?
No. We provide no will interpretation, probate, tax, financial or legal advice.
Can you organise statements and correspondence?
Yes. Supplied records can be indexed by source, category, account and date.
What happens when records conflict?
The conflict and its sources remain visible for customer or adviser review.
Is probate procedure the same throughout the UK?
No assumption is made. The service is UK-wide, but legal procedures may differ by jurisdiction and must be confirmed independently.
Start without sending evidence
Describe the size and shape of your project
Use the guided New Matter route for a service suggestion, then request a scope review if professional support is suitable.
Start a New Matter