Estate administration software for executors

Probate made simple

The complete estate administration workspace for executors, with guided tasks, estate records, correspondence controls, inheritance tax preparation and estate accounts support in one place.

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What you can do in Estate Suite

  • Work through a guided executor journey with clear next steps.
  • Capture assets, liabilities, beneficiaries and supporting estate records in one workspace.
  • Prepare inheritance tax and probate information with built-in checks before you generate documents.
  • Track letters, follow-ups, estate ledger activity and estate account exports without losing the audit trail.

Built for the executor workflow

  1. Start with the first checks and estate setup.
  2. Record assets, liabilities and beneficiary details.
  3. Work through inheritance tax and probate preparation.
  4. Manage correspondence, the estate ledger and account exports through closeout.