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Complete Ledger & Financial Accounts
Executors have a legal duty to keep accurate accounts and provide them to beneficiaries on request. The EstateCopilot ledger records every income and expenditure automatically as you work, and generates a complete set of estate accounts whenever you need them.
Key Benefits
Everything it does for you
Automatic transaction recording
Asset sales, debt payments, and distributions are recorded in the ledger as you log them in the estate - no double entry required.
Income and expenditure categorisation
Transactions are automatically categorised (estate income, funeral expenses, administration costs, distributions) making the final accounts clear and auditable.
Running balance
See the current estate cash balance at all times - how much has come in, how much has gone out, and what's still available for distribution.
Exportable reports
Generate a formatted estate accounts report at any time. Export to PDF or spreadsheet for sharing with beneficiaries, HMRC, or co-executors.
Distribution tracking
Record interim and final distributions against each beneficiary. The ledger shows exactly who has received what, providing a clear audit trail.
How It Works
Up and running in minutes
Transactions are recorded as you work
When you mark an asset as sold, record a debt payment, or log a distribution, the ledger entry is created automatically with the correct category and amount.
Add manual entries where needed
For expenses not captured elsewhere - such as executor costs, professional fees, or postage - add manual entries directly to the ledger.
Generate the estate accounts
When you're ready to provide accounts to beneficiaries, generate a formatted report showing the complete financial history of the estate from inception to closure.
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Asset & Debt Tracking
Organize bank accounts, property, investments and debts. See if probate is even needed.
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 more