The estate accounts, without the solicitor's bill.
For executors in England and Wales handling an estate themselves. Record every payment in and out, work out each beneficiary's share, and give everyone clear final accounts they can trust.
Join the waiting listOpening soon. £49 per estate, paid once. Nothing to pay now.
| Assets | |
| House sale, net of agent's fees | £212,400.00 |
| Nationwide savings | £18,236.51 |
| Premium Bonds | £6,000.00 |
| Debts and costs | |
| Funeral | −£4,180.00 |
| Probate fee | −£300.00 |
| Final energy and council tax | −£612.40 |
| To share | £231,544.11 |
Being an executor is a long list of small payments.
Bank closures, bills, refunds, the funeral, the house. It runs for months, and at the end the beneficiaries are owed a clear account of where every pound went. Most people do it in a spreadsheet that gets harder to trust each week.
List the estate
Everything they owned and owed: accounts, property, pensions, debts, with a value at the date of death.
Record every payment
Add payments by hand or import a bank statement file. Attach the letter or receipt to each one.
Share it out
Gifts in the will first, then each person's share of what is left. Final accounts as a PDF, ready to send.
What it will do
- An estate account kept in one place, with a running balance
- Bank statement import, so you are not typing every line
- Receipts and letters kept against each payment
- Fixed gifts, shares of the rest, and interim payments to beneficiaries
- Final estate accounts as a clean PDF for the family
- A checklist of the usual steps, linking to GOV.UK
What it will not do
- Give legal or tax advice. It is a record keeper, not a solicitor
- Fill in your probate application. That is done with GOV.UK
- Work out inheritance tax. HMRC's own tools and forms do that
- Share your data or sell it. Ever
If the estate is complicated (a business, a dispute, a trust, money abroad) a solicitor is still the right call.
One price per estate
£49 paid once
No subscription. Use it for as long as the estate takes, and keep the final accounts for good.
England and Wales first. Scotland and Northern Ireland have different rules, so they come later.
Questions
Do I need a solicitor to be an executor?
No. Many executors in England and Wales apply for probate and deal with the estate themselves. Estate Ledger is for them. If the estate is complicated, get professional help.
Will it work with my bank's statements?
Most UK banks let you download statements as a CSV file. You will be able to import those, or add payments by hand.
Can the other beneficiaries see it?
You choose. The plan is a read-only link you can send them, as well as the final PDF.
Who makes it?
Pikeworks, a small software studio in Northern Ireland. Questions to hello@pikeworks.co.uk.