Asset & Debt Tracking
Most executors complete their initial estate inventory in under 30 minutes. Before you can apply for probate or distribute anything, you need an accurate picture of every asset and liability - and EstateCopilot's step-by-step guided entry means you never face a blank form. You just answer the questions, from bank accounts and property to investments, personal possessions, and outstanding debts, and the platform builds the picture and automatically determines whether probate is needed at all.
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
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.
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.
Track progress to closure
Update liquidation and settlement status as assets are sold and debts are paid. The ledger records every transaction automatically.
Frequently Asked Questions
Common questions about asset & debt tracking
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. Generate interim and final accounts at the click of a button.
Learn moreForm Builder
Auto-fill Probate forms (or Scottish Confirmation in Scotland). We translate your data into official court documents.
Learn moreSmart Task Management
When grief makes it hard to think clearly, EstateCopilot tells you exactly what to do next - no more lying awake wondering if you've missed something.
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