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.
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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.
Storing Documents in EstateCopilot
Learn how to store the estate documents securely in EstateCopilot.
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