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From your first login to final distribution - we guide you through every step of UK estate administration. No legal expertise required.
Seven clear steps from setup to completion
Answer simple questions about the deceased and their estate. We'll ask about location (England & Wales, Scotland, or Northern Ireland), whether there's a will, and basic estate details.
Our AI analyzes your estate and creates a prioritized action plan. Tasks are organized by importance and dependencies, so you always know what to do next.
Add estate information as you discover it. We'll keep everything organized and calculate totals automatically. Track bank accounts, property, investments, debts, and more.
Our wizard guides you through inheritance tax assessment. We'll determine if you need IHT400 or can follow the simplified process for excepted estates.
We auto-fill your PA1P (England & Wales) or C1 (Scotland) forms using information you've entered. Over 300 fields filled automatically - just review, print, and sign.
Follow our clear instructions to submit your application. We tell you exactly which documents to include, where to send them, and how to pay the court fees.
Once you receive your Grant of Probate or Confirmation, track asset liquidation, debt payments, and distributions. Generate final reports for beneficiaries.
Professional-grade tools designed for executors without legal backgrounds
Never wonder what to do next. Our AI prioritizes tasks based on your estate's specific requirements and legal deadlines.
PA1P, PA1A, and C1 — all auto-filled from your estate data. Save hours of form-filling frustration.
Different rules for England & Wales, Scotland, and Northern Ireland. We ensure you follow the right process.
Critical dates tracked automatically. Get reminders for important deadlines so nothing slips through the cracks.
Automatic calculations of total estate value, net estate, and distribution shares. Always know where you stand.
See how far you've come and what's left. Keep beneficiaries informed with transparent progress updates.
How long does estate administration take?
Register death, locate will, set up estate profile, begin asset discovery.
Contact banks, value property, identify all assets and liabilities, complete IHT assessment.
Generate and submit probate forms, pay court fees, wait for Grant of Probate (typically 8-12 weeks).
Liquidate assets, pay debts and taxes, distribute to beneficiaries, close estate accounts.
Simple estates may complete in 6 months. Complex estates with IHT or multiple properties can take 12-18+ months. EstateCopilot keeps you on track with automated reminders and deadline tracking.
Join thousands of executors managing estates with confidence