You10:30
Called the bank’s bereavement team at 10:15, spoke to Gary. The accounts are frozen from today; reference BR-77310. They need:
- To do: A certified copy of the death certificate
- To do: Their form, signed by the executor
- To do: My ID
Settling a parent’s estate
A thread for the bank, the pension, the house and the tax office. You write it down once; your sister, your brother and the lawyer read it instead of calling.
See the threadAt a glance
- For
- Whoever is the executor, often the one who lives closest.
- You keep
- A folder for the estate with a thread per institution, shared with your sister and brother at Can view and the lawyer at Can add notes.
- Nothing to set up
- A short note after every call and letter, with a photo of what you sent and what came back.
- The moment
- On Monday, List filtered to Waiting shows which institutions have your papers, since when, and under which reference.
- Plan
- Pro Whoever shares needs Pro; try it free for 14 days. Your family and the lawyer join free.
Before
Dad died in September, and you are the executor because you live closest. The bank, the pension fund, the life insurer and the tax office each want a certified copy, a form and a reference number, and each moves at its own pace. It all lives in a notebook by the phone. Your brother asks in the family chat where things stand, and your sister wonders aloud why the house isn’t sold yet.
Why a thread, not a notebook and a spreadsheet
Each institution at its own pace
A thread each, so the bank’s reference doesn’t end up under the pension’s, and Waiting shows which ones have your papers.
Your family reads instead of asking
Share the folder at Can view. They see what was sent and when, and New marks what changed since they last looked.
The proof sits with the call
The name of the person you spoke to, the copy you sent and the letter that came back are in one thread, in order.
Back when they said
They said 15 working days: Remind me… on the thread brings it back the day they’re up.
The moment
Monday 2 November, before the calls: what you’re waiting on, and from whom.
List
Waiting
- Waiting
Dad’s estate
Pension
Final statement requested on 14 October, reference PN-3391. Call again on Thursday.
- Waiting
Dad’s estate
Life insurance
They won’t take a photocopy. Sent certified copy 5 on 28 October.
- Waiting
Dad’s estate
House: clear and sell
The agent values it on 6 November. Ben wants to be there.
- Waiting
Dad’s estate
Tax office
Nadia filed the final return on 22 October.
A thread, over time Example
Your workspace starts empty.
Dad’s estate
Bank: close Dad’s accounts
Mon 21 Sept
The first call: a name, a reference and what they need.
Which copy went where, since there are only six.
You10:41
Certified copy 3 of 6 goes to the bank.
Tue 6 Oct
Waiting, and the note says since when. Waiting
You16:20
Posted copy 3, their form and my ID by recorded delivery. They said 15 working days.
Tue 20 Oct
The lawyer adds what she heard, in the same thread.
Nadia Haddad10:05New
Spoke to the bank: they have everything, and the closing letter goes out this week.
Tue 27 Oct
Done, with the letter and a reference to the payment. Done
You11:15
Accounts closed. €8,240 paid into the estate account on 26 October.
Estate account · 26 Oct
Limits
- Everyone in a shared folder sees every note in it: keep anything only for you in a thread outside it.
- Images only: photograph the letter or take a screenshot.
- Tables have no formulas: keep the final accounts in a spreadsheet.
- Notes aren’t end-to-end encrypted: keep passwords and full account numbers in a password manager.
Start with one thread.
Open threads
Free in your browser. No account needed to start.
Mum’s care: one of you writes, all of you know
You’re the one nearby, so you write: the new dose with a photo of the label, the X-ray, the pension office’s letter. Your sister and brother read it, and stop asking.
Pro sharingA claim you have to chase
Every call with a name and a reference, the photos and the quotes, in the order they happened. When the adjuster changes, you read out the story instead of rebuilding it.
Free nothing to set up