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Plain English Guidance
Estate administration is full of unfamiliar legal and financial terminology. Most executors are doing this for the first time, often while grieving. EstateCopilot explains every concept, form field, and decision in plain English - with real examples, contextual tooltips, and a comprehensive Help Centre - so you always know what you're doing and why.
Key Benefits
Everything it does for you
Contextual tooltips throughout
Hover over any field or term in the app to see a plain-English explanation. No need to open a new tab or search externally.
Jurisdiction-aware terminology
We use the correct terms for your jurisdiction. In Scotland it's 'Confirmation', not 'Probate'; in England it's 'Letters of Administration', not 'Confirmation'. The app adapts automatically.
Step-by-step wizard guidance
Complex processes like the IHT assessment and probate application are broken into short, clearly explained steps with examples and guidance notes at each stage.
Comprehensive Help Centre
A fully searchable library of articles covering every aspect of UK estate administration - from registering a death to final distribution.
No assumption of legal knowledge
We never assume you know what 'residuary estate', 'nil-rate band', or 'letters of administration' means. Every term is explained the first time it appears.
How It Works
Up and running in minutes
Guidance is built into every screen
As you move through the app, explanatory text, examples, and tooltips appear in context - exactly where and when you need them.
Search the Help Centre
The Help Centre contains hundreds of articles on UK estate law, probate procedure, IHT rules, and more. Articles are written for executors, not lawyers.
Ask us directly
If you can't find what you need, our support team is on hand to answer questions. We'll point you to the right guidance or explain things directly.
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Smart Task Management
AI suggests your next 3-5 tasks based on what you've completed. Never wonder 'what now?'
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 more