EstateCopilot

EstateCopilot is UK-specific software that guides executors and administrators through the entire probate and estate administration process, from the first weeks after a death through to final distribution to beneficiaries.

Founded by someone who has personally been through the process of administering an estate, EstateCopilot is designed around where people actually get stuck: working out whether inheritance tax is due, knowing which form to fill in, and figuring out what to do next when there’s no one obvious to ask.

The platform works across England & Wales, Scotland, and Northern Ireland, automatically adjusting terminology, forms, and thresholds for the correct jurisdiction. A guided inheritance tax wizard works out whether IHT is owed and which form applies, and EstateCopilot fills in the probate or Scottish Confirmation forms automatically, ready for you to check, sign, and submit.

Rather than a long list of tasks in no particular order, EstateCopilot prioritises what’s genuinely urgent, so nothing important gets missed while less pressing tasks wait their turn. Co-executors can be invited to collaborate with shared, up-to-date visibility, and beneficiaries can be given their own dashboard to follow progress, cutting down on repeated phone calls asking for updates.

EstateCopilot is software, not a solicitor, and it isn’t a substitute for legal advice on complex, contested, or high-value estates, which are always better handled by a solicitor. But for a straightforward estate, it offers the structure of professional probate support, for a fixed one-time fee rather than hourly billing, and lets you work through estate administration at your own pace, in your own time.

If you’re a named executor, administrator, or next of kin dealing with a straightforward UK estate, find out whether EstateCopilot is right for you at estatecopilot.co.uk