SRA-compliant probate administration
ExecutorOS is the compliance-first probate platform for law firms. Full audit trails, automated SRA reporting, and a client portal that turns transparency into your competitive advantage.
Why ExecutorOS
ExecutorOS was designed around the five things that define a well-run private client probate practice.
Immutable audit logs, supervisor approval gates with segregation of duties, and GDPR-compliant token expiry. Not bolt-on compliance — it's the architecture.
Clients see live case progress, upcoming milestones, and can submit documents and assets directly through their portal. Demonstrable client care, automatically evidenced.
IHT calculations with NRB, RNRB, and transferable allowances. Batch institutional letters. Estate accounts. Built for UK probate — not adapted from a generic template engine.
Multi-case pipeline view with deadline alerts, competence tracking per fee earner, regulatory compliance calendar, and SRA reporting exports. Know what's at risk before it becomes a problem.
256-bit encryption at rest, UK data residency, role-based access control, and a security posture that satisfies your firm's PII obligations — and impresses clients who ask.
The compliance gap
Most firms run probate on a patchwork of spreadsheets, shared drives, and email chains. It works until it doesn't. When the SRA asks for a complete file history, that patchwork falls apart.
ExecutorOS replaces the patchwork with a single, auditable system purpose-built for the regulatory reality of probate administration.
No audit trail for client account movements, file decisions, or supervision evidence. One complaint triggers a full investigation.
Clients call because they have no visibility. Every call is non-billable time, and every unanswered one is a complaint waiting to happen.
Notification letters typed from scratch. IHT forms hand-calculated. Hours lost per case, per week.
Built for regulatory scrutiny
Every action, every decision, every client interaction. Immutable, timestamped, and exportable on demand.
Every case action is logged with timestamp, user, and context. Who opened it, what changed, what was approved.
Supervisor reviews, approvals, and overrides are first-class records. Timestamped proof of supervision.
Every message, update, and document sent through the client portal is recorded and evidenced.
Statutory deadlines tracked automatically. Gazette notices, HMRC submissions, with escalation alerts.
Asset valuations, liability confirmations, and distribution payments. Every pound accounted for.
Full case history exportable as PDF or CSV. Regulator-ready reports generated in seconds.
The client portal
Your clients log in and see exactly where their case stands. They upload documents, enter asset details, and track progress themselves. No phone calls. Demonstrable client care, automatically evidenced.
Death registered, certificates ordered
7 institutions contacted. All responses received.
Gross estate: £487,200. IHT205 submitted.
Application submitted. Expected grant: mid-March.
Begins once grant is received.
Estate accounts prepared, beneficiaries paid.
Clients add assets, flag debts, and enter beneficiary details through their portal. Your team reviews and approves.
Every portal login, every message read, every document viewed is logged. Timestamped proof clients were kept informed.
You decide what clients can see and do. Submitted data goes through review before it touches the case record.
“The number one complaint we get from clients is 'nobody told me what was happening.' A portal that logs every interaction doesn't just improve service. It protects the firm.”
— Private client solicitor, early access programme
Probate automation
IHT calculations, institution letters, deadline tracking, estate accounts. Automated where safe, assisted where judgment matters.
NRB, RNRB, transferable allowances, spouse exemption calculated live from case data. IHT205 or IHT400 determination with reasoning.
Generate personalised notification letters with executor details and account references. Batch generate for the entire estate.
Net estate calculated from confirmed values. Distribution amounts computed per will or intestacy rules.
Structured task plan across the full probate lifecycle. Statutory deadlines tracked with escalation alerts.
The business case
Time your fee earners spend on tasks that ExecutorOS automates or eliminates, using guideline hourly rates and typical case profiles.
| Activity | Today | With ExecutorOS | Hours saved |
|---|---|---|---|
| Client update calls & status emails | 5.0 hrs | 1.5 hrs | 3.5 hrs |
| Document chasing & follow-ups | 2.5 hrs | 0.5 hrs | 2.0 hrs |
| Client data re-entry into case file | 1.5 hrs | 0.25 hrs | 1.25 hrs |
| Institution notification letters | 2.5 hrs | 0.25 hrs | 2.25 hrs |
| IHT calculation & form preparation | 2.5 hrs | 0.5 hrs | 2.0 hrs |
| Deadline tracking & diary management | 3.0 hrs | 0.5 hrs | 2.5 hrs |
| Compliance record-keeping | 2.0 hrs | 0.25 hrs | 1.75 hrs |
| Estate accounts preparation | 2.5 hrs | 0.75 hrs | 1.75 hrs |
| Total per case | 21.5 hrs | 4.5 hrs | 17.0 hrs |
How we compare
LEAP, Osprey, and InfoTrack are strong platforms. But probate is a module in their world. In ours, it's the entire product.
| Feature | ExecutorOS | LEAP | Osprey | InfoTrack |
|---|---|---|---|---|
| Probate compliance | ||||
| Immutable audit trail | ✓ | Partial | Partial | ✕ |
| Supervisor review evidence | ✓ | ✕ | Partial | ✕ |
| SRA compliance exports | ✓ | ✕ | Partial | ✕ |
| Deadline escalation alerts | ✓ | Manual | Manual | ✕ |
| Client portal | ||||
| Case progress timeline | ✓ | ✓ | ✓ | ✕ |
| Client data entry & uploads | ✓ | Uploads only | ✓ | ✕ |
| Evidenced communication log | ✓ | Partial | Partial | ✕ |
| Probate automation | ||||
| IHT calculation engine | ✓ | ✓ | ✕ | ✕ |
| Institution letters (batch) | ✓ | Templates | Templates | ✕ |
| Estate accounts | ✓ | ✓ | ✕ | ✕ |
| Platform | ||||
| Purpose-built for probate | ✓ | General PMS | General PMS | Conveyancing |
Comparison based on publicly available product information as of March 2026.
Getting started
No 6-month implementation. Your team is running cases within days.
30 minutes to understand your caseload, team structure, and compliance priorities.
We configure your firm, users, letter templates, and portal branding.
A focused 90-minute session covering case creation, portal, and compliance dashboard.
Start with new cases. Dedicated support for your first 30 days.
For clients & families
Every firm subscription includes a client portal — giving families real-time visibility on their estate, secure messaging, and peace of mind during a difficult time.
See how ExecutorOS works with your caseload. 30-minute demo, no commitment.
Book a demo