Handle Probate Yourself. We'll Guide You At Every Step.
We guide UK executors through probate and estate administration, so you can honour their wishes without the overwhelm.
Start with a free account — your personal roadmap is ready in 5 minutes.
You're Not Alone in Feeling Overwhelmed
Not sure where you stand? Start here - it's free.
Answer a few questions and we'll tell you exactly what applies to your situation.
How We Help You Complete Estate Administration
Every executor starts from the same place of not knowing. Here's how EstateCopilot takes you from that moment to closing the estate - with confidence, not anxiety.
Answer Simple Questions
After creating a free account, we ask you simple questions about the estate. Within 5 minutes, you'll have a personalised roadmap, and for the first time, this will start to feel manageable.
Follow Your Task List
Get clear next steps based on where you are in the process. Track assets, debts, and beneficiaries all in one place. We'll suggest new tasks as you progress, and provide in-app help.
Complete Forms Automatically
We auto-fill your probate or confirmation forms using the information you've entered. Print, sign, and post - we'll tell you exactly what to send where. Or use the online GOV.UK forms, the choice is yours.
Distribute with Confidence
EstateCopilot keeps clear records, generates distribution reports and estate accounts, and confirms you've met every legal requirement, so you can close the estate knowing you did right by them.
Estate Administration Tools Built for UK Executors
Built for people who've never done this before - every tool is designed to answer the question you're already asking.
Smart Task Management
When grief makes it hard to think clearly, EstateCopilot tells you exactly what to do next - no more lying awake wondering if you've missed something.
Beneficiary Tools
Give beneficiaries their own view of the estate so they can see progress without constantly asking you - reducing pressure on you at an already difficult time.
Form Builder
Auto-fill Probate forms (or Scottish Confirmation in Scotland). We translate your data into official court documents.
Asset & Debt Tracking
Organize bank accounts, property, investments and debts. See if probate is even needed. Our asset tracked includes a bank threshold checker for all UK banks.
Letter Templates
Pre-written letters for banks, HMRC, beneficiaries. Just add your details and send.
Document Vault
Store all estate documents in one place, securely, for as long as you need. Makes it easy to share with co-executors, with bank-level security built in.
Work with Co-Executors
More than one executor? No problem. Share access with co-executors and work together securely. Assign tasks, share progress, split the load.
Complete Ledger & Financial Accounts
Built-in ledger that tracks transactions, helping you keep track of and report on the estate accounts. Generate interim and final accounts at the click of a button.
Plain English Guidance
Estate administration is full of legal jargon. We translate all of it, so you always know what you're doing and why, even if you've never dealt with anything like this before.
Others Have Been Where You Are Now
Fair, One-Time Pricing
As a legitimate estate administration expense, EstateCopilot fees can be recouped from the estate — just like solicitor fees.
Free
- Take our 8-step estate assessment
- See your first priority tasks
- Add beneficiaries
- Start listing assets and check if probate is needed
Full Estate
- Complete task management — never miss a step
- Unlimited assets, debts, gifts, and documents
- IHT Assessment wizard
- Formal estate ledger and accounts
- Financial dashboards
- Beneficiary portal and co-executor access
- Professional letter templates
- Bank threshold checker
- PA1P / PA1A / C1 probate forms auto-filled
- AI-powered task suggestions
- Priority email support
Frequently Asked Questions
You Don't Have to Figure This Out Alone
You were chosen to do this because someone trusted you. EstateCopilot makes sure you can honour that trust - calmly, carefully, and without paying thousands to a solicitor.