Take control of your estate — with confidence
Whether you want to manage gifts, plan for IHT, or simply leave clear instructions for loved ones, EverLedge gives you the tools you need — all in one simple platform.
Track gifts, manage executors, and organise your estate — all in one secure digital tool.
Whether you want to manage gifts, plan for IHT, or simply leave clear instructions for loved ones, EverLedge gives you the tools you need — all in one simple platform.
EverLedge is a secure digital platform designed to simplify estate planning and management. It helps you track gifts, manage assets and liabilities, and provide clear guidance to your executors. Everything is organized in one place, making it easier to plan for Inheritance Tax (IHT) and ensure your loved ones have everything they need when the time comes.
The Gift Ledger allows you to track all gifts made to family and friends over time. It automatically calculates your position relative to IHT thresholds, helping you stay aware of potential tax implications. This gives you clarity on where you stand and helps you make informed decisions about gifting strategies.
Yes, absolutely. EverLedge is built with security and privacy as top priorities. Your data is encrypted and stored securely. We are UK-based and comply with all relevant data protection regulations. Your information is private and only accessible to you and those you explicitly grant access to, such as your executors.
No technical skills are required. EverLedge is designed to be user-friendly and intuitive. The platform guides you through each step, making it easy to add gifts, manage your estate summary, and set up executor records. If you can use a computer or smartphone, you can use EverLedge.
The Executor Record provides your executors with instant access to all the information they need to manage your estate. This includes details about your assets, liabilities, gifts, and important instructions. By organizing everything in one place, you make the executor's job much easier and reduce stress during an already difficult time.
Yes! EverLedge offers a free tier that allows you to explore the platform and see how it works. You can start organizing your estate planning today with no credit card required. When you're ready, you can upgrade to a paid plan for additional features and storage.
Yes, you can export your gift details as CSV or PDF files. This allows you to keep local copies of your records and share them with advisors or family members as needed. Your data is always accessible and portable.
"EverLedge has made estate planning so much simpler. Everything is organized in one place and easy to access."
"Finally, clarity on my IHT position. The gift tracking feature is invaluable for our family."
"Very user-friendly and secure. My executors will have everything they need when the time comes."
"The digital vault gives me peace of mind. No more worrying about lost paperwork."
"An essential tool for anyone serious about estate planning. Highly recommended."
"Professional, secure, and incredibly helpful. Makes a complex process manageable."
Start organising your legacy today with EverLedge — free to try, no credit card required.
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