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 is estate administration?
If you've been named an executor in a will, or you're the next of kin sorting out an estate where there's no will, this is the job in front of you.
Registering a death: what to expect from the first step
Registering the death is the very first task in front of you. It has to happen within a few days, and once it's done, everything else, including the funeral and, eventually, the estate itself, can move forward.
How to Archive or Delete your Estate in EstateCopilot
Don't need your estate data? Here's how to safely archive or delete it.
Funding to cover inheritance tax or estate costs
Need funding to cover inheritance tax or estate costs? Here's how InheritNOW can help
Placing notices for creditors: The Gazette and a local newspaper
When someone dies, there is a good chance nobody knows the full picture of what they owed. Placing a public notice in The Gazette can reduce the risk that you'd be liable if a creditor comes forward late.
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.
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?
If you can't find what you're looking for, our support team is here to help.
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