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    EstateCopilot
    A complete picture of the estate in one place

    Asset & Debt Tracking

    Before you can apply for probate or distribute anything, you need an accurate picture of every asset and liability. EstateCopilot makes it straightforward to log everything - from bank accounts and property to investments, personal possessions, and outstanding debts - and automatically determines whether probate is needed at all.

    Screenshot: Asset & Debt Tracking in EstateCopilot

    Key Benefits

    Everything it does for you

    All asset types supported

    Bank accounts, savings, ISAs, property, vehicles, investments, pensions, business interests, overseas assets, and personal possessions - we cover every category.

    Joint asset handling

    Mark assets as jointly owned and enter the deceased's share percentage. The system correctly calculates the IHT value versus the probate value for joint assets.

    Debt and liability tracking

    Log mortgages, credit cards, utility arrears, funeral expenses, and other liabilities. Settlement status tracks which debts have been paid.

    Automatic probate threshold check

    We compare the estate's gross value against jurisdiction-specific thresholds (£36k in Scotland) and tell you whether a Grant of Probate is required.

    Liquidation stage tracking

    For each asset, track whether it's been valued, listed for sale, sold, or distributed. Know exactly which assets are still outstanding.

    How It Works

    Up and running in minutes

    1

    Add each asset and debt

    Use the guided forms to log assets and debts one by one. Estimated values can be updated as formal valuations arrive - full audit history is maintained.

    2

    Review the estate summary

    The estate summary card shows gross estate value, total debts, net estate value, and automatically flags whether probate or IHT forms are likely required.

    3

    Track progress to closure

    Update liquidation and settlement status as assets are sold and debts are paid. The ledger records every transaction automatically.

    Ready to setup your first estate?

    Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.

    Related Features

    Complete Ledger & Financial Accounts

    Built-in ledger that tracks transactions, helping you keep track of and report on the estate accounts.

    Learn more

    Form Builder

    Auto-fill Probate forms (or Scottish Confirmation in Scotland). We translate your data into official court documents.

    Learn more

    Smart Task Management

    AI suggests your next 3-5 tasks based on what you've completed. Never wonder 'what now?'

    Learn more
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