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Full Estate Administration


The best of both worlds. All the power of the Probate-Toolkit, with the added confidence of professional support for your Grant of Representation application.

Effortless Form Completion


Say goodbye to tedious paperwork. Our toolkit auto-fills essential government forms, saving you time and hassle.

Accurate Estate
Accounts


Input your data and our toolkit generates precise estate accounts, ensuring compliance with legal requirements.

Central Document Management


Store all your important documents securely in one convenient location, easily accessible whenever you need them.

Pre-populated Notifications


Automatically generate pre-populated notification letters to banks, insurers, and other relevant parties.

Automated
Checklists


Stay organised with automated checklists that track every task, so nothing gets missed.

HMRC Form
Generation


Securely generate HMRC forms required for estate administration and tax compliance — PA1P, IHT400 and more.