How to Archive or Delete your Estate in EstateCopilot

Sometimes you need to step away from an estate in EstateCopilot, whether that's because the estate is fully wound up, you've decided to work with a solicitor instead, or you simply don't need the account anymore. This article covers both options, archiving and deleting, so you can choose whichever fits your situation.

Archive or delete: what's the difference?

Archiving puts your estate on hold. Your data, tasks, and documents stay exactly as they are, but the estate moves out of your active dashboard. You can restore it at any time.

Deleting removes your estate and its data from EstateCopilot permanently. Once deleted, we can't get it back for you, so it's worth being sure before you go ahead.

When to archive

Archiving is a good fit if:

• The estate is settled and you want it out of your active view, but you'd like to keep a record
• You're taking a break from probate and plan to come back to it later
• You want to keep documents and task history for your own reference, or in case a beneficiary asks a question later on

When to delete

Deleting makes sense if:

• You've decided to use a solicitor instead and no longer need the platform
• The estate details were set up in error
• You'd simply rather your data wasn't held with us at all

If you're not sure which one you want, archiving is the safer choice. You can always delete later, but you can't undo a deletion.

How to archive your estate

1. Go to your estate dashboard.
2. Open the estate that you wish to archive.
3. In the top right hand corner, click the "three dots" button to see the estate options menu. Select Archive estate.
4. Confirm when asked. Your estate moves to your Archived Estates list, where you can restore it whenever you need to.

How to delete your estate

1. Go to your estate dashboard.
2. Open the estate that you wish to delete.
3. In the top right hand corner, click the "three dots" button to see the estate options menu. Select Delete estate.
4. Read the confirmation screen carefully, as this step is permanent.
5. Type in the name of the estate and click Delete to confirm the deletion.

Once confirmed, your estate data is removed from our systems in line with our data retention and privacy policy.

A note before you go

EstateCopilot isn't the right fit for every estate. If yours is complex (high value, contested, or involving assets outside the UK) a solicitor may be a better path, and that's a perfectly reasonable decision to make. We built this platform for straightforward estates, not to be the only option.

If you're leaving because something didn't work for you, we'd genuinely like to know. Tell us what fell short, what was confusing, or what you needed that wasn't there. It helps us build a better platform for the next family going through this. You can send feedback to support@estatecopilot.co.uk, or simply reply to any of our emails. A real person reads every message.