Whether you've just been sent an EverLedge access link, or you're hoping to persuade a parent or loved one to get their affairs in order, here's everything you need to know.
Someone has named you as an executor on EverLedge and shared a secure link to their estate. Here's what that means, and what to do with it.
It takes you to the executor portal — a read-only view of the estate they've chosen to share with you, not a full account you need to manage.
Depending on their plan, you'll see an estate summary, a list of assets and lifetime gifts, or — on Professional — full detail plus stored documents like their will, LPAs and deeds.
You don't need to take any action now. The portal exists so that when the time comes, you're not starting from nothing — you already know what exists and where.
Bookmark the link. It stays live and up to date as the estate owner adds or changes information, so it's worth checking back periodically rather than relying on memory.
If you'll likely end up as someone's executor — a parent, a relative, a friend — getting them set up on EverLedge now saves you guesswork later.
"I came across EverLedge — it's a free UK tool for keeping track of gifts, property and paperwork for estate planning, and it lets you share a secure summary with your executor. Thought it might be worth ten minutes to set up so everything's in one place. No pressure, just wanted to flag it: everledge.co.uk"
A few things people typically want to know before they click through.
To view a shared executor portal you'll need to sign in — this keeps the estate owner's information secure. If you go on to set up your own estate, that's a separate, free account.
No. Viewing the portal doesn't commit you to acting as executor or accept any legal responsibility. It's simply visibility into what the estate owner has chosen to share.
The portal reflects their estate in real time, so anything they add, remove or change will be visible the next time you open the link.
No. EverLedge is an organisational tool. Figures like inheritance tax estimates are illustrative — always consult a qualified solicitor or tax adviser for anything you plan to act on.
Only if you tell them — EverLedge doesn't notify anyone that a link to the site was shared. There's no referral tracking attached to the message template above.
Nothing to start. The Free plan covers unlimited gifts, assets and an executor portal (summary view) forever. Professional is £6/month and adds the documents vault and full executor detail.