New to estate administration? Start here to understand the basics and your responsibilities.
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.
There are several common mistakes that many people make when applying for probate, but they are avoidable when you know what to look for.
Is applying for probate allowed without a solicitor? We discuss when you can apply yourself and when a solicitor is advised.
This article explains both documents in plain English, so you can feel confident about what comes next.
An introduction to the differences between probate, wills and power of attorney, and what they mean after someone has died.
Discover what probate actually is, when you need to apply for it, and why getting the order of things right matters more than rushing to submit anything quickly
If you are dealing with someone's estate, one of the first things you want to know is how long this is all going to take. Find out in this helpful article.
This guide will help you understand whether you need a solicitor to handle probate, or whether you can manage it yourself with our tools and guidance.
This guide explains clearly and simply whether you need to apply for probate after your spouse or civil partner dies - and what to do next.
Understand the typical timeline for estate administration and what happens at each stage. From asset and debt discovery, to liquidation and distributing estates
Tips and strategies for collaborating successfully with other executors to administer an estate smoothly.
A compassionate guide to the immediate actions you need to take following someone's death. The first days and weeks tasks, in plain English in the right order.
Learn about your responsibilities, duties, and legal obligations as an executor or personal representative of an estate.
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.
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.
A short guide to adding beneficiaries in EstateCopilot. Beneficiaries can be added with their name, relationship to the deceased and email address.
Learn how to store the estate documents securely in EstateCopilot.
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