Estate Accounts

Keep the figures, beneficiaries, and estate accounts connected.

Estate Suite keeps the ledger, beneficiary records, and estate account exports tied to the same estate, so you can prepare clear packs without rebuilding the numbers by hand.

See the full product journey

What this feature helps with

  • Keep income, outgoings, and balances in the estate ledger
  • Track beneficiaries and distributions in the same workspace
  • Generate interim or final estate accounts with snapshots
Estate Suite beneficiaries view showing beneficiary records, entitlements, and distribution management
The people and the numbers stay part of the same estate. Beneficiary records, distribution details, and estate account exports all work from the same underlying estate data.

Keep the money and the people connected.

  1. Ledger-backed records: Estate money in and out stays connected to the main estate record.
  2. Beneficiary and distribution details: Shares, allocations, and payments stay tied to the right people.
  3. Interim and final packs: Generate estate accounts with an as-at date and keep a snapshot history.

Before you pay

Start free. Unlock the estate for £249 when you are ready.

Open the estate, see how the workflow works, and use the guides before deciding to unlock the full workspace.

  • Open the estate before paying
  • Flat £249 per estate
  • Guides available without an account
  • Tasks, forms and records stay together

Read before you start

Useful guides for the first questions

Browse the knowledge base for the full executor guidance library.

Ready when you are

Start with the guided assessment first.

Begin the assessment now, then create the estate workspace from the completed answers when you are ready to continue.

Start free, then unlock the estate workspace for £249 per estate when you are ready to work live in the record.

See how it works Return home