Correspondence Builder

Keep letters, emails, and follow-ups in one place.

Estate Suite helps you draft correspondence, organise contacts, and keep each conversation easy to pick up again when someone replies late or not at all.

See the full product journey

What this feature helps with

  • Draft correspondence for post or email from the same workspace
  • Keep institution and beneficiary contacts together
  • Track open, awaiting, follow-up, and resolved threads
Estate Suite correspondence view showing contacts, thread status, and follow-up tracking
Drafts, contacts, and thread status stay side by side. You can compose from templates, open the right thread, and see what still needs a reply.

Keep every conversation easy to follow.

  1. Use ready-made templates: Start with a template, then adjust the draft before you send it.
  2. Work from a contact directory: Institution and beneficiary contact details stay close to the correspondence itself.
  3. Track the thread: Each conversation has its own thread so replies and follow-ups do not get lost.

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