Handle Probate Yourself. We'll Guide You At Every Step.
EstateCopilot tells UK executors exactly what to do next, auto-fills probate forms, and produces estate accounts — for one fixed fee of £279, not the thousands a solicitor charges for the same straightforward estate.
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.
"Can't I Just Do This Myself for Free?"
You can — and if your estate is simple and you have the time, you might. The honest question isn't whether DIY is free. It's what a wrong figure or a rejected form actually costs you in delay and worry. Here's how the three real options compare.
Do it yourself
GOV.UK + a spreadsheet
- What it costs you£0 in fees — but every mistake is yours to pay for
- Who does the workYou do everything, unaided
- Guesswork & riskAll of it sits with you — a rejected form means another 8-16 week wait
- Getting the forms rightStart from a blank PA1P and work out where to start
- Pace & controlFully your pace, but no map of what's next
- Best suited toPeople with legal/admin experience and a genuinely simple estate
EstateCopilot
Guided, end-to-end
- What it costs you£279 fixed, once — recoverable from the estate
- Who does the workYou stay in control; we remove the guesswork
- Guesswork & riskUK rules and thresholds built in — we flag what needs attention
- Getting the forms rightProbate or Confirmation forms auto-filled from your data, ready to sign
- Pace & controlYour pace, with the next step always clear
- Best suited toMost executors of straightforward UK estates — no disputes, standard assets
Full solicitor
Hands it all over
- What it costs you£2,000-£6,000+, often a % of the estate
- Who does the workThey do it for you — you lose visibility
- Guesswork & riskLow risk, but you're paying for a qualification the job may not need
- Getting the forms rightHandled for you
- Pace & controlTheir caseload's pace — 6 to 9+ months is common
- Best suited toComplex, contested, high-value, or cross-border estates
Solicitor quotes and timescales are typical market ranges, not our own figures. If your estate is genuinely complex, we'll tell you — and point you to a solicitor.
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 tracker 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.
Why You Can Trust EstateCopilot
We're a new product, so we won't pretend thousands of families have used us yet. What we can promise is built into the software from day one.
The real court forms
We auto-fill the actual forms HMCTS and the Sheriff Courts require — not a generic template or a printout you still have to decipher.
All three UK jurisdictions
England & Wales, Scotland and Northern Ireland in one product. Terminology, forms and thresholds adjust automatically — Probate or Confirmation, PA1P or C1.
Current UK tax rules built in
Real inheritance tax logic and the nil-rate bands, applied to your estate — so you know which forms apply and whether any tax is due.
Your data, properly protected
ICO-registered, Cyber Essentials certified, bank-level encryption and UK GDPR compliant. Your records stay yours, and you can export or delete them at any time.
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.