Probate made simple
A simpler way to apply for probate, keep the estate organised, and stay on top of what needs doing from the first checks to the final accounts.
What you can do in Estate Suite
- Executor task management for a guided journey with clear next steps.
- Inheritance tax and probate preparation with built-in checks before you generate documents.
- Executor correspondence tracking for letters, replies and follow-ups.
- Estate accounts software for ledger activity and account exports with an audit trail.
Built for the executor workflow
- Start with the first checks and estate setup.
- Record assets, liabilities and beneficiary details.
- Work through inheritance tax and probate preparation.
- Manage correspondence, the estate ledger and account exports through closeout.