UK Probate & Estate Administration,
Step-by-Step
Step-by-step guidance, tools, automatic forms, and plain-English explanations - so you can handle everything with confidence.
Get started by creating a free account and taking our free estate assessment.
You're Not Alone in Feeling Overwhelmed
Not sure where you stand? Start here - it's free.
Answer a few questions and we'll tell you exactly what applies to your situation.
How to Handle Probate Yourself in 4 Steps
From registering the death to final distribution - guided every step of the way
Answer Simple Questions
After creating a free account, we'll ask you simple questions about the estate. We'll create your personalised roadmap in 5 minutes.
Follow Your Task List
Get clear next steps based on where you are in the process. Track assets, debts, and beneficiaries all in one place.
Complete Forms Automatically
We auto-fill your probate or confirmation forms using the information you've entered. Print, sign, and post - we'll tell you exactly what to send where.
Distribute with Confidence
EstateCopilot keeps clear records, will generate distribution reports and accounts, and ensure you've met all legal requirements.
Estate Administration Tools Built for UK Executors
Each one of our features helps keep you organised and on track - guiding you to make estate administration as smooth as possible.
Smart Task Management
AI suggests your next 3-5 tasks based on what you've completed. Never wonder 'what now?'
Beneficiary Tools
Add beneficiary details to track inheritance share. Each beneficiary can track progress and see their expected share.
Form Builder
Auto-fill Probate forms (or Scottish Confirmation in Scotland). We translate your data into official court documents.
Asset & Debt Tracking
Organize bank accounts, property, investments and debts. See if probate is even needed.
Letter Templates
Pre-written letters for banks, HMRC, beneficiaries. Just add your details and send.
Document Vault
Store all estate documents in one place, securely, for as long as you need.
Work with Co-Executors
More than one executor? No problem. Share access with co-executors and work together securely.
Complete Ledger & Financial Accounts
Built-in ledger that tracks transactions, helping you keep track of and report on the estate accounts.
Plain English Guidance
Every step explained in clear language. Tooltips, examples, and context when you need it.
Trusted by Executors Across the UK
Fair, One-Time Pricing
As a legitimate estate administration expense, EstateCopilot fees can be recouped from the estate — just like solicitor fees.
Free
- Take our 8-step estate assessment
- See your first priority tasks
- Add beneficiaries
- Start listing assets and check if probate is needed
Full Estate
- Complete task management — never miss a step
- Unlimited assets, debts, gifts, and documents
- IHT Assessment wizard
- Formal estate ledger and accounts
- Financial dashboards
- Beneficiary portal and co-executor access
- Professional letter templates
- Bank threshold checker
- PA1P / PA1A / C1 probate forms auto-filled
- AI-powered task suggestions
- Priority email support
Frequently Asked Questions
You Don't Have to Figure This Out Alone
EstateCopilot guides you through every step — at a fraction of what a solicitor would charge.