Help & FAQ

Questions,
answered gently.

Most people who come here have just had the worst week of their life. We've tried to keep the answers short, honest, and jargon-free. If something's unclear, email us — a real person (usually Phil) replies within the working day.

The basics

01 · 5 questions
What is Passage, in one sentence?

Passage is a step-by-step plan for the admin that follows a death — a personalised 90-day checklist with every letter already written, and the right things to do in the right order.

It's built for people who have never done this before, which is almost everyone. Plain language, no legalese, and free to use — no card, no trial, no paywall halfway through.

Who is it for?

Adults in the UK and Channel Islands who are the next of kin, executor, or close family of someone who has just died — most often the adult child of a parent.

You don't need to be the executor to use it. You don't need to know anything about probate, HMRC, or bank bereavement teams. The plan adapts to what you tell us in the intake.

Is this a legal service? Are you solicitors?

No — Passage is not a law firm and we don't give legal advice. We're an admin and information service. Everything we produce is plain-English guidance and practical templates.

For anything requiring a solicitor — disputed wills, complex estates, or formal probate applications with overseas assets — we'll flag it and (if you want) put you in touch with a regulated solicitor from our partner network.

In short: we handle the paperwork a regular person can do themselves. We tell you clearly when you need a professional, and help you find one.
How long does it take?

The intake takes about two minutes. The full plan typically runs 90 days, because some notifications genuinely do take weeks (pensions, probate, HMRC). We pace tasks for how you're feeling — the most urgent things are front-loaded into the first week.

Do I have to pay before I see anything?

No. The intake, personalised 90-day plan, drafted letters, guides, and check-ins are free. Premium is optional and adds extra features for families who want more help, including memorial pages.

Pricing & refunds

02 · 4 questions
Is Passage really free?

Yes. The core plan is free: your personalised 90-day checklist, drafted letters, plain-English guides, and check-ins. No card at signup, no trial period, and no expiring features.

Premium is optional at £9.99/month for families who want extra features such as expanded sharing, memorial pages, custom domains, solicitor or IFA introductions, and tax tools.

What's your cancellation policy for Premium?

Premium is optional and monthly. You can cancel from your account at any time; the free core plan remains available. If something looks wrong with a charge, email hello@getpassage.co.uk and a real person will sort it.

The important part: nobody has to pay to get the core plan, letters, and guidance. Premium is only for families who want the extra add-ons.
Do you offer concessions or hardship pricing?

Yes. The core product is already free. If Premium would help but £9.99/month is a stretch, email hello@getpassage.co.uk with a sentence about your situation — we can comp Premium, no forms or means-test.

We also partner with funeral directors and parish councils who can offer Passage directly to families.

How do you actually make money?

Three ways, in order: optional Premium subscriptions, referral commissions from regulated professional partners (solicitors, financial advisers) when families choose to use them, and a small per-account fee we charge funeral director partners who offer Passage to their families.

We do not, and will never, sell personal data or take advertising. See our privacy section.

Using Passage

03 · 6 questions
Can more than one family member use the same plan?

Yes, and we encourage it. You can invite up to four additional people (typically siblings, your partner, or a family friend) to share the plan. Everyone sees the same list and can tick things off — so you don't re-explain the same admin three times at three different kitchen tables.

Do you actually send the letters for me?

We send the emails for you, on your behalf, from admin@getpassage.co.uk, with you CC'd so replies land in your inbox. You approve the content first.

For postal letters (which banks and HMRC still often require), we produce a fully-drafted, formatted PDF ready to print, sign, and post. We don't currently post them physically — that's on the roadmap.

What happens if I put something wrong in the intake?

Anything you enter can be edited later — the plan re-calculates automatically. If you change the country of residence, or add an asset you forgot, new tasks appear and obsolete ones disappear quietly. Nothing is carved in stone.

Can I use Passage for someone who died a while ago?

Yes. A lot of families come to us months or even years later, because an asset turned up or probate stalled. The plan adjusts — past-deadline items are marked clearly, and we focus on what still needs doing.

Is Passage available outside the UK?

Right now we cover England & Wales, Scotland, Northern Ireland, Jersey, and Guernsey — each of which has meaningfully different rules. Isle of Man support is coming in summer 2026. We don't yet cover non-UK deaths, though we can help with UK assets of someone who lived abroad.

What about memorial pages?

Memorial pages are an optional Premium feature — no pressure, no timing. You choose from tasteful templates, add photos and a short biography, and share a single link with friends and family who can leave tributes.

Pages are unlisted by default (only people with the link can see them) and the family can moderate tributes. Premium is monthly and can be cancelled any time.

Privacy & data

05 · 3 questions
Who can see my information?

Only you, the family members you invite, and a small number of Passage staff (currently four people) who need access for support. Nobody else.

We do not sell data, share it with marketers, train AI models on it, or use it for advertising. Ever. Our data-processing agreement and full privacy policy spell this out in detail.

Where is my data stored?

Data is stored in Supabase (eu-west region), encrypted at rest (AES-256) and in transit (TLS 1.3). We use Stripe for payment processing and never see or store card numbers. Passwordless email auth is handled by Clerk.

You can download all your data (as a ZIP of PDFs and JSON) or delete your account permanently from Settings → Privacy at any time.

Are you data-protection registered?

Yes. Octane Limited dba GetPassage is registered with the Jersey Office of the Information Commissioner (JOIC) under registration number 103799, and complies with the UK GDPR and the Data Protection (Jersey) Law 2018. Our Data Protection Officer is Phil Balderson, reachable at privacy@getpassage.co.uk.

For partners

06 · 2 questions
I'm a funeral director — how does the partner programme work?

Funeral directors can offer Passage to bereaved families as part of their service, free to the family. You get a co-branded intake page and a dashboard of families in progress.

See getpassage.co.uk/partners or email partners@getpassage.co.uk.

Are you open to referral partnerships with solicitors or IFAs?

Yes, selectively. We refer families to regulated professionals (SRA, FCA) only, and we keep the list small and high-quality. If you'd like to be considered, email partners@getpassage.co.uk.

About Passage

07 · 3 questions
Who's behind Passage?

Passage is a product of Octane Limited (trading as GetPassage), founded in Jersey by Phil Balderson after he handled his father's estate and realised nobody builds software for this.

We're a small, independent company. Not VC-funded, no plans to be.

Where are you registered?

Octane Limited (trading as GetPassage), registered in Jersey. Registered office: Old Station House, La Rue de La Corbiere, St Brelade, Jersey, JE3 8HN. JOIC data-protection registration 103799.

How can I get in touch?

Easiest is email — hello@getpassage.co.uk — and we reply within the working day (Mon–Fri). We don't have a live chat; we think grief and chatbots don't mix.

Still stuck

Can't find your question?

Email us — a real person (usually Phil) answers. We'll reply within the working day, and we read every single message.