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Work with Co-Executors
It's common for a will to name two or more executors. Coordinating without a shared tool leads to duplicated effort, missed tasks, and confusion. EstateCopilot allows you to invite co-executors by email - they get their own secure login and see the same estate in real time.
Key Benefits
Everything it does for you
Email-based invitations
Send co-executor invitations directly from within the app. Invitations include a secure one-click acceptance link that expires after 7 days.
No password sharing
Each co-executor has their own account and authenticates independently. You never need to share login credentials.
Shared view of everything
Co-executors see the same assets, debts, tasks, documents, and beneficiary information in real time - no more 'which version is current?' confusion.
Audit trail
All changes are attributed to the user who made them, providing a clear record of who did what and when.
Revoke access at any time
If circumstances change, you can remove a co-executor's access immediately from the management panel.
How It Works
Up and running in minutes
Invite your co-executor
From the estate management panel, enter the co-executor's email address. They'll receive an invitation email with a secure acceptance link.
Co-executor accepts and creates an account
They click the link, create their own EstateCopilot account (or sign in if they already have one), and are immediately granted access to the estate.
Work together in real time
Both executors see the same live estate data. Tasks, documents, and updates are shared instantly across all co-executor accounts.
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Document Vault
Store all estate documents in one place, securely, for as long as you need.
Learn moreBeneficiary Tools
Add beneficiary details to track inheritance share. Each beneficiary can track progress and see their expected share.
Learn moreSmart Task Management
AI suggests your next 3-5 tasks based on what you've completed. Never wonder 'what now?'
Learn more