Task Management

Stay on top of the estate with guided tasks.

Estate Suite turns the estate into a clear working list, so you can see what needs doing now, what can wait, and what is still holding things up.

See the full product journey

What this feature helps with

  • See the next steps for the estate in one place
  • Keep progress, missing details, and follow-ups together
  • Work through the estate without losing track of what is left
Estate Suite tasks view showing estate stages, open tasks, and next actions
Tasks are grouped by stage, with progress in view. Review what is open, what is complete, and which part of the estate needs attention next.

Keep the next step in view.

  1. Checklist on the estate overview: The workspace shows what still needs attention before you move on.
  2. A dedicated Tasks page: Open the full task list when you want to sort, filter, or work by stage.
  3. Built around the estate journey: Tasks appear as the estate progresses, so the next step stays obvious.

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