Handle a UK Estate We'll Show You How
Step-by-step guidance, 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
Where do I even start?
Hundreds of tasks, confusing legal terms, and no clear roadmap.
Solicitors quote £5,000+
Professional help is expensive, but doing it alone feels risky.
I don't have the headspace for this
You're grieving. Estate administration shouldn't add to your burden.
What if I make a mistake?
Worried about legal liability and letting down beneficiaries.
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?'
Learn moreBeneficiary Tools
Add beneficiary details to track inheritance share. Each beneficiary can track progress and see their expected share.
Learn moreForm Builder
Auto-fill Probate forms (or Scottish Confirmation in Scotland). We translate your data into official court documents.
Learn moreAsset & Debt Tracking
Organize bank accounts, property, investments and debts. See if probate is even needed.
Learn moreLetter Templates
Pre-written letters for banks, HMRC, beneficiaries. Just add your details and send.
Learn moreWork with Co-Executors
More than one executor? No problem. Share access with co-executors and work together securely.
Learn moreComplete Ledger & Financial Accounts
Built-in ledger that tracks transactions, helping you keep track of and report on the estate accounts.
Learn morePlain English Guidance
Every step explained in clear language. Tooltips, examples, and context when you need it.
Learn moreTrusted by Executors Across the UK
Fair, One-Time Pricing
One-time fee per estate. No monthly subscriptions, no surprise invoices — ever.
As a legitimate estate administration expense, EstateCopilot fees can be recouped from the estate — just like solicitor fees.
Simple Estate
- Full task management - never miss a step
- Track up to 10 assets and 10 debts
- Secure document storage
- Financial distribution tools
- Formal estate ledger and accounts
- Beneficiary portal
- Co-executor access
- Email support
vs £1,500–3,000 solicitor fees
Full Estate
- Everything in Simple Estate - no limits on assets, debts, or documents
- Professionally drafted letter templates for banks and institutions
- Bank threshold checker
- Probate forms: PA1P, PA1A, C1
- IHT Assessment wizard
- Nil-Rate Band calculator
- AI-powered task suggestions
- Priority email support
vs £5,000–15,000+ solicitor fees
Not sure which plan? Sign up and you can choose your plan when you're ready - upgrade at any time.
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.