KING STREET ESTATE PLANNING
The KSEP App
The King Street Estate Planning App gives you one secure place to access your estate-planning documents, keep important information organised, receive guidance and manage your planning as your life changes. Your Will, LPAs, trusts and other important documents remain accessible through your KSEP account rather than disappearing into a filing cabinet and being forgotten.
Beta access begins January 2027
Full Release — 1 April 2027
Upgrade to Premium and get all documents and Guidence for only £99.99
Secure Document Vault
Keep your important estate-planning documents securely stored in one place.
Current Document Status
Quickly see which Will, LPA and estate-planning documents are currently in force.
Document Version History
View previous and superseded document versions, clearly organised and archived.
Estate Planning Overview
See what protection you currently have in place and what may need reviewing in the future.
Digital Assistant Support
Access KSEP digital assistants for helpful guidance, questions and ongoing support.
Important Review Alerts
Receive useful reminders when documents or personal circumstances may need review.
Personal Information Hub
Keep important personal and planning information organised, accessible and updated.
Simple Annual Subscription
£69.99
per year
One straightforward annual subscription gives you continued access to your KSEP App account and secure document-management features.
£69.99 a year works out at less than £5 per month.
No need to search through old files or wonder which document is current. Your estate-planning information stays organised and accessible when you or your family need it.
Add Your Heading Text Here
Be the First to Know
Join the App Launch List
The first KSEP App beta is arriving in January 2027, ahead of the full public release on 1 April 2027.
Enter your email address and we’ll let you know when early access becomes available.
Experiance from the CEO
“Families Shouldn't Have to Spend Tens of Thousands of Pounds Simply Because Probate Feels Too Complicated to Do Themselves.”
After losing a family member with an estate worth around £800,000, the probate documents were completed and hand-delivered to solicitors. The administration still took over 18 months and cost my family more than £20,000.
That convinced me that many suitable estates could be handled by families themselves if they had the right system.
The King Street CTS will guide executors through each stage, show what is missing, explain what comes next and flag when professional help is genuinely needed.
The goal is simple: complete probate correctly, account for every penny and distribute the estate directly to the beneficiaries — while potentially saving families thousands of pounds.
Gavin Williams
CEO & Chief Architect
King Street Estate Planners
And Then We’re Tackling Probate
Probate Shouldn’t Feel Impossible
The next major development within KSEP will be the Probate Case Tracking System – CTS.
It is being designed to help executors understand, organise and complete the administration of an estate themselves where it is appropriate to do so.
1st October 2027
Estates Below £500,000
The first release of the KSEP Probate Case Tracking System will initially support suitable estates with a gross value below £500,000.
This £500,000 figure is a KSEP product rollout limit, not a Government probate or Inheritance Tax threshold.
Starting with lower-value and less complex estates allows us to establish the workflow before opening the system to larger and more complicated estates.
1st January 2028
All Estate Values
From 1 January 2028, the KSEP Probate Case Tracking System is planned to expand to estates of all values.
The system will assess complexity rather than assuming that a high-value estate automatically requires the entire administration to be handed to a solicitor.
Where professional legal, tax or valuation assistance is genuinely required, the CTS will identify the issue. And Help is available at every step of the way.
And Then We’re Tackling Probate
Probate Shouldn’t Feel Impossible
The next major development within KSEP will be the Probate Case Tracking System – CTS.
It is being designed to help executors understand, organise and complete the administration of an estate themselves where it is appropriate to do so.
01
Create the Estate
02
Build the Inventory
03
Record Liabilities
04
Final Tax Assessment
05
Probate Application
06
Track the Grant
07
Collect the Estate
08
Pay Debts, Tax & Costs
09
Distribute the Estate
10
Final Estate Accounts
Probate does not have to feel overwhelming. By breaking the administration into clear stages — identifying assets, recording liabilities, dealing with tax and probate requirements, collecting funds, paying what is owed and distributing the balance — the process can become far easier to manage.
For many straightforward estates, families may be able to complete much of this work themselves rather than paying high professional hourly rates for routine administration that may ultimately be handled by junior staff.
The KSEP Probate Case Tracking System is being designed to guide executors through each step, show what needs doing next and flag where specialist help is genuinely required.
The aim is simple: keep more of the estate where your loved one intended it to go — to their beneficiaries, not unnecessary administration costs.
And Then We’re Tackling Probate
Before Probate
✓ Locate the Will
✓ Identify executors
✓ Establish if probate is required
✓ Identify assets
✓ Obtain valuations
✓ Identify liabilities
✓ Establish estate value
✓ Assess IHT requirements
✓ Gather documents
Obtaining Probate
✓ Complete tax reporting
✓ Pay tax before probate if required
✓ Prepare information
✓ Submit application
✓ Deal with Registry questions
✓ Track application
✓ Receive the Grant
Administering the Estate
✓ Notify asset holders
✓ Collect bank balances
✓ Realise investments
✓ Deal with property
✓ Settle debts
✓ Deal with tax
✓ Maintain accounts
✓ Record expenses
Completing the Estate
✓ Establish final balance
✓ Calculate entitlements
✓ Prepare beneficiary information
✓ Make distributions
✓ Update property ownership
✓ Complete final accounts
✓ Obtain approvals
✓ Close the estate
Know When You Need Help
The objective is not to pretend every estate is simple.
The CTS is designed to recognise complex situations and flag them early.
✓ Disputed Wills
✓ Claims against estate
✓ Complex trusts
✓ Insolvent estates
✓ Significant gifts
✓ Foreign assets
✓ Business interests
✓ Tax complexities
✓ Missing beneficiaries
✓ Disputes between executors
Ready to protect what matters the most?
Start your bespoke estate plan today and enjoy complete
peace of mind for you and your loved ones.
Quick Links
Home
Our Services
How it Works
Resources
Guides and Articles
FAQs
Glossary
Contact Us
01536 555 2231
enquiries@kingstep.co.uk
Leicester, United Kingdom