An easier way to manage every estate administration.

Open the case and record the estate

You open a new case and begin building the estate file. Enter the deceased's details, the executor's information, and the initial beneficiary list. Then work through the estate systematically:

• Assets — property, bank accounts, investments, pensions, insurance, personal possessions
• Liabilities — mortgages, loans, credit cards, outstanding bills, tax owed
• Documents — Will, title deeds, insurance policies, share certificates

As you enter data, the platform identifies which IHT forms and schedules apply and populates them in the background. You do not need to decide which forms are needed — the platform determines this from what you have recorded.

Correspondence

The platform generates pre-populated notification letters for every organisation you need to contact, drawn from the estate data you have already entered. Letters include:

• Notification of death to banks and building societies
• Request for date-of-death balance and account closure
• Notification to insurance companies and pension providers
• Letters to HMRC — income tax and inheritance tax
• Notification to utility companies and subscription services
• Chasing and follow-up letters
• Progress updates to beneficiaries
• Covering letter to the Probate Registry

IHT forms and probate application

The full suite of HMRC inheritance tax forms is auto-populated from your estate data. IHT400, IHT205 for excepted estates, and all relevant schedules are prepared automatically. You review, confirm accuracy, and submit through the appropriate HMRC channel.

For the probate application, the platform provides structured guidance on PA1P (with Will) or PA1A (without Will) and what supporting documents the Probate Registry requires.

Administration and estate accounts

Once the Grant of Probate or Letters of Administration is obtained, the platform supports the full administration:

• Record assets collected, account closures, property sales, investment transfers
• Record expenses paid, professional fees, disbursements, taxes
• Track distributions to beneficiaries
• Estate accounts generated automatically from the transaction record

Estate accounts are built as the case progresses — there is no separate preparation step. By the time the administration is complete, your accounts are complete.