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Smart Task Management
Estate administration involves dozens of legal, financial, and administrative steps - and missing one can cause costly delays. EstateCopilot's AI-driven task engine analyses your estate in real time and surfaces the most important tasks to tackle next, in the right order.
Key Benefits
Everything it does for you
Four-tier priority system
Tasks are grouped into Critical, Blockers, Foundational, and Administrative tiers so you always tackle the most urgent items first.
Dependency-aware ordering
The engine understands which tasks must be done before others - for example, you can't apply for probate before the IHT assessment is complete.
Jurisdiction-specific tasks
Tasks are tailored to your jurisdiction: England & Wales, Scotland (Confirmation), or Northern Ireland, including the correct forms and courts.
Context-aware suggestions
The AI factors in days since death, total estate value, and completion percentage to surface the right tasks at the right time.
Progress at a glance
A live completion percentage and visual progress bar show you how far you've come, keeping beneficiaries and co-executors informed.
How It Works
Up and running in minutes
Tell us about the estate
When you create an estate profile, we ask a few key questions - jurisdiction, whether there's a will, and basic asset information. This seeds the task engine.
Receive your prioritised action plan
Within seconds, the AI generates a personalised task list ordered by urgency and dependency. Each task includes clear instructions and links to relevant tools.
Mark tasks complete as you go
Tick off tasks as you complete them. The engine automatically re-evaluates and updates your list, unlocking the next wave of actions.
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Plain English Guidance
Every step explained in clear language. Tooltips, examples, and context when you need it.
Learn moreAsset & Debt Tracking
Organize bank accounts, property, investments and debts. See if probate is even needed.
Learn moreForm Builder
Auto-fill Probate forms (or Scottish Confirmation in Scotland). We translate your data into official court documents.
Learn more