Help Centre
Find guides and answers to help you through estate administration
Browse by Category
Getting Started
New to estate administration? Start here to understand the basics and your responsibilities.
Legal Process
Understanding probate, confirmation, and grants of representation across the UK.
Inheritance Tax (IHT)
IHT rules, thresholds, exemptions, and form guidance for England, Wales, Scotland, and Northern Ireland.
Assets & Valuation
How to identify, value, and manage different types of estate assets.
Debts & Liabilities
Understanding estate debts, payment priority, and settling liabilities.
Beneficiaries & Distribution
Managing beneficiaries, understanding wills, intestacy rules, and distributing the estate.
Tasks & Administration
Step-by-step guidance on essential estate administration tasks.
Jurisdiction-Specific Guides
Detailed guidance specific to England & Wales, Scotland, and Northern Ireland.
Documents & Record Keeping
Guidance on storing, organising, and managing important estate documents.
Lifetime Gifts
Understanding the 7-year rule, gift exemptions, and recording gifts for IHT purposes.
Recent Articles
What to sort out before someone dies: a UK planning guide
Most of the difficulty of administering an estate comes from not knowing things. Where the will is. Which bank held the savings. Whether there was a second pension.
The five most common mistakes people make doing probate themselves
There are several common mistakes that many people make when applying for probate, but they are avoidable when you know what to look for.
Can I do my own probate in the UK?
Is applying for probate allowed without a solicitor? We discuss when you can apply yourself and when a solicitor is advised.
Do you need probate for a small estate?
Not every estate needs to apply for probate. This article outlines the general rules so you can feel confident with your estate.
Understanding Probate and Confirmation
Learn the difference between Grant of Probate and Confirmation, and when you need them. EstateCopilot helps you complete all UK probate applications.
What Is an Excepted Estate?
Which estates are "excepted" and what does that mean? Knowing the answer can simplify the process of applying for probate and understanding if there is tax to pay.
Video Tutorials
Setting up your Estate in EstateCopilot
Covers the first steps after registering with EstateCopilot to set up your estate. We walk you through a simple 8-step assessment to determine your first set of tasks and whether EstateCopilot is suitable for your estate.
Managing Tasks in EstateCopilot
A quick-start guide to using Tasks in EstateCopilot. See how to view the tasks created after your initial Estate Assessment, change the status of tasks and create new tasks to help manage your work.
Managing Beneficiaries in EstateCopilot
A short guide to adding beneficiaries in EstateCopilot. Beneficiaries can be added with their name, relationship to the deceased and email address.
Managing Assets in EstateCopilot
EstateCopilot helps you track all the assets, the property, money and personal possessions, that a person owned when they died.
Storing Documents in EstateCopilot
Learn how to store the estate documents securely in EstateCopilot.
Still Need Help?
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