A practical guide for setting up a sole trader business in the UK, from registration to tax setup.

Includes:

• Business name registration
• HMRC registration steps
• Insurance requirements
• Record-keeping setup
• Ongoing compliance tasks

Use this checklist to prepare the personal and financial information needed before writing a will or using a DIY template.

Checklist Items:

• Full legal name and address
• Names of beneficiaries and their details
• Who will be your executor(s)?
• Guardianship plans for children (if applicable)
• List of assets: property, savings, valuables
• Any debts or liabilities?
• Specific gifts or funeral wishes?
• Consider digital assets (online accounts)

A tenant-friendly checklist to stay organized when moving out of a rented property in England or Wales.

Checklist Items:

• Give correct notice in writing (check your agreement)
• Schedule a cleaning day (deep clean if needed)
• Remove all personal belongings
• Take meter readings (gas/electric/water)
• Return keys on time
• Take dated photos of the condition of the property
• Request deposit return (check scheme provider)
• Forward mail to a new address

Helps freelancers organize their contract terms clearly before using a template or sending it to a client.

Checklist Items:

• Name and address of both parties
• Project description and deliverables
• Timeline and deadlines
• Payment terms (how much and when?)
• Revisions and extra fees
• Termination clause
• Ownership of work and copyright
• Dispute resolution method

For individuals preparing to bring or defend a small claim, this helps gather basic info before seeking legal help or using court services.

Checklist Items:

• Your contact details
• Opponent’s name and address
• Summary of the dispute
• Timeline of events (with dates)
• Evidence list (photos, messages, receipts, etc.)
• The amount you’re claiming and how it's calculated
• Any attempts to resolve before the court?
• Notes about costs or deadlines

It helps people collect the information needed before using an online form or downloading a Lasting Power of Attorney (LPA) pack.

Checklist Items:

• Full name and contact info of the donor (you)
• Choose one or more attorneys
• Decide if attorneys act together or separately
• Replacement attorneys (optional)
• Health & welfare or property & finance (or both)?
• Specific instructions or preferences?
• Who will witness the signatures?
• Understand what registering the LPA involves

Helps individuals start organizing their online and digital life in preparation for estate planning.

Checklist Items:

• List of email accounts & providers
• Social media logins
• Cloud storage & photo backups
• Banking or investment apps
• Online subscriptions & payments
• Notes on how to access each (e.g., passwords, manager)
• Who should manage these accounts after death?
• Write instructions to share with the executor

A step-by-step checklist to help executors and family members gather necessary documents and understand the legal process of handling a deceased person's estate.

Checklist Items:

• List of required documents
• Tasks before applying for probate
• Contacting financial institutions
• Notifying government bodies
• Distributing assets

A list to help buyers or sellers of property understand what to prepare before starting the conveyancing process.

Checklist Items:

• Proof of ID
• Mortgage approval info
• Property details
• Legal documents needed
• Key questions to ask a solicitor

A worksheet for clients preparing for their first legal consultation—ideal for criminal, probate, or civil matters.

Checklist Items:

• Personal information summary
• Timeline of events
• Questions to ask your solicitor
• Notes section
• Document checklist

A checklist for solicitors to use when onboarding new clients to ensure consistent and compliant client intake.

Checklist Items:

• Identity verification steps
• Conflict check log
• Engagement letter template
• File opening checklist

A printable weekly planner designed for students or clients who want to educate themselves on legal topics.

Checklist Items:

• Weekly goal setting
• Topic tracker (e.g., probate, business law)
• Reading list space
• Legal terms of the week
• Notes and reflections

A simple tool to help clients or legal professionals track the progress of ongoing legal disputes. It includes space for court dates, deadlines, parties involved, and summaries of each stage to keep everything organized.

A clear and comprehensive checklist for individuals appointed as executors of a will. It outlines each duty, from registering the death to distributing the estate and keeping accurate records, to help ensure legal compliance and reduce stress.

A clean and professional invoice layout to help freelancers, sole traders, and small businesses request payment efficiently and clearly.

A structured guide to map out your business goals, strategies, and finances—ideal for startups and grant applications.

An easy-to-use worksheet to evaluate your Strengths, Weaknesses, Opportunities, and Threats for smarter planning and growth.

A simple survey template to help you gather feedback from your target audience and better understand market needs.

A clear and persuasive proposal layout to pitch collaboration ideas to potential business partners or investors.

A guided worksheet to define your core values and mission statement—essential for brand identity and business direction.