Getting Started
New to estate administration? Start here to understand the basics and your responsibilities.
Estate Administration Timeline Guide
Understand the typical timeline for estate administration and what happens at each stage. From asset and debt discovery, to liquidation and distributing estates
Probate, Wills and Power of Attorney: What's the Difference?
An introduction to the differences between probate, wills and power of attorney, and what they mean after someone has died.
Understanding Your Role as an Executor
Learn about your responsibilities, duties, and legal obligations as an executor or personal representative of an estate.
Do I Need Probate If My Spouse Dies?
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.
Grant of Probate vs Letters of Administration
This article explains both documents in plain English, so you can feel confident about what comes next.
Working Effectively with Co-Executors
Tips and strategies for collaborating successfully with other executors to administer an estate smoothly.
How Long Does Probate Take?
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.
When Do I Need to Start Probate?
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
First Steps After a Death: What to Do
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.
Do I Need a Solicitor for Probate?
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.
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. Each of the stages in EstateCopilot's workflow (First Steps, Discovery, Legal Process, Liquidation and Settlement) has it's own set of tasks. To view all tasks for the estate, use the All Tasks option from the Quick Access menu. The All Tasks page has filters to help you find tasks based on stage, priority and task completion status.
Managing Beneficiaries in EstateCopliot
A short guide to adding beneficiaries in EstateCopilot. Beneficiaries can be added with their name, relationship to the deceased and email address. A beneficiary can inherit a percentage amount from the residue of the estate, a fixed amount and/or specific gifts. The allocation can be selected and the amount entered. Add any specific gifts as appropriate. Once the beneficiary is added they can be invited to view their allocation in our Beneficiary Portal. This gives them access to a very high level summary of the status of the estate (e.g. Probate Application Submitted), an estimate of their financial allocation based on the assets and debts added to the system. There is no obligation to invite beneficiaries, however it can help them understand the status of the process and see resources that explain the process.
Storing Documents in EstateCopilot
Learn how to store the estate documents securely in EstateCopilot. Each estate has it's own secure area to store documents. You can upload the file, give it a friendly name and link it to the estate, or optionally one of the assets, debts or beneficiaries. This makes it easy to share documents securely with co-executors and ensures they're kept safe.
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