For Clients & Families

Clarity and care, when you need it most.

Whether your solicitor has invited you to track your estate, or you're handling probate yourself — ExecutorOS keeps you informed, guided, and supported.

Invited by Your Solicitor

Your solicitor uses ExecutorOS? Get real-time updates.

No more chasing phone calls or wondering what's happening with your estate. Your solicitor can invite you to a secure portal where you can see progress, exchange messages, and access key documents.

  • See exactly which phase your estate is in
  • Exchange secure messages with your solicitor
  • Access documents and certificates
  • Track key dates and milestones
  • Bank-grade encryption protects your data
Access Your PortalCheck your email for the link from your solicitor
Estate of Margaret Thompson
Managed by Hartwell & Partners LLP
ProgressPhase 3 of 5
Grant of Probate — Awaiting Registry
Messages
1 unread from your solicitor
Documents
3 available to view
Next Milestone
Grant of Probate expected — estimated 4–6 weeks
01

Tell us about the estate

Answer guided questions about the deceased, their assets, and family. We determine if probate is needed.

02

Follow your personalised checklist

We generate a step-by-step task list based on your answers — asset valuations, notifications, applications, and more.

03

Complete probate with confidence

IHT calculations, letter templates, and estate accounts — all generated for you. Upgrade for the full guided experience.

DIY Probate

Handling probate yourself? We'll guide you through.

Built by probate solicitors, designed for everyone. Get step-by-step guidance through the entire process — from initial assessment to final distribution.

Start free, upgrade when ready
£199
one-time payment for full access
  • Free: probate assessment + task checklist
  • Full: IHT calculations + letter templates
  • Full: estate accounts + distribution plan
  • Full: institution correspondence tracking
Start For Free
Built with Care

Dealing with probate is hard enough.

We built ExecutorOS to take the confusion and administrative burden away — whether you're a solicitor managing 50 cases or a family member handling things for the first time. Every feature is designed with care, clarity, and compassion.

SRA Regulated Technology
Your Data is Encrypted
Built by Probate Solicitors