How It Works

How Estate Suite helps you manage probate from start to finish

Estate Suite gives executors one place to organise the work, keep track of what needs doing, and move through probate step by step with more clarity and less stress.

What this actually helps you do

If you are handling an estate yourself, there is a lot to keep on top of: information to gather, forms to complete, organisations to contact, money to track, and records to keep. It brings that work together in one secure place so you can see what needs doing and keep moving forward.

How the process works

  1. Start with the first checks so you can get your bearings from the start.
  2. Set up the estate workspace and keep tasks, notes, dates, and key records together.
  3. Record assets and debts with supporting information alongside them.
  4. Work through tax and probate forms with guidance and checks as you go.
  5. Track money and communications so you can see what is still outstanding.
  6. Prepare estate accounts and final records for the closing stages of the estate.

Designed to make a difficult job feel more manageable

  • One place for tasks, records, and documents.
  • Guidance that helps you keep moving.
  • Clear records for forms, money, and decisions.
  • Built to make a difficult job feel more manageable.