EverLedge brings your gifts, property, executors and documents into one calm, secure place — so the people you love inherit clarity, not paperwork.
EverLedge
Most people leave their affairs scattered across spreadsheets, solicitor letters, and good intentions. When the time comes, their family is left guessing. EverLedge changes that.
Built around the four things that matter most in estate planning — nothing more, nothing less.
Record every gift and watch it taper toward 7-year exemption. Surplus income and spousal gifts handled automatically.
Property, investments, cash and business interests — all feeding a live net estate value and IHT estimate.
Name your executors and share a secure access link so they know exactly what to do and where to find everything.
Store your will, LPAs, deeds and valuations securely in one place — accessible to your executors when they need it.
Answer four questions for a rough picture of your estate's IHT exposure — before you decide anything.
A rough guide only, based on the standard £325,000 nil rate band and up to £175,000 residence nil rate band per person. Not tax or financial advice — speak to a professional about your circumstances.
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The core record-keeping is free, forever. Professional unlocks documents, full reporting, and executor portal access.
Unlimited gifts, assets and executors. Everything you need to get organised.
For those who want the complete picture — full reporting, documents and executor detail.
A Potentially Exempt Transfer is a gift made to another individual. If the giver survives for 7 years after making the gift, it becomes fully exempt from inheritance tax. EverLedge tracks all your PETs and shows how far each one has progressed toward exemption.
The standard nil rate band is £325,000. An additional residence nil rate band of up to £175,000 applies when a main residence is passed to direct descendants. EverLedge factors both into its IHT estimate.
Yes. The core EverLedge features — unlimited gift tracking, estate value, and executor records — are free forever. A Professional plan at £6/month adds the Documents vault, full IHT breakdown, and enhanced executor portal access.
Only you can see your estate records. You choose if and what to share with executors via a secure access link. EverLedge uses row-level security so no one else — including EverLedge staff — can access your data.
Your named executors use their secure access link to see exactly what you've chosen to share — your estate summary, gift history, key contacts and where documents are held — so nothing is lost in a drawer or left to guesswork.
Yes, at any time from your account — billing is handled entirely by Stripe. Your records stay safe and accessible on the Free plan.
EverLedge is built on infrastructure trusted by millions — with security and privacy at its core.
Built and operated in the United Kingdom, with UK estate law at the heart of every feature.
Data encrypted at rest and in transit. Row-level security means only you — and who you choose — can see your records.
Payments handled entirely by Stripe. We never see your card details. Cancel any time from your account.
A digital home for your estate — organised, protected, and ready for the people you love.