Your estates
You can hold a different role in each family estate. Choose one to see what you can do there.
Choose an estate
Your roles here
What you can do
Roles belong to an estate, not to you. Being an executor for your father gives you nothing in anyone else’s estate.
Your estate record
Create your free account to start your estate record
One convenient place to keep all your will data between fresh wills, so the next will starts from what you already know instead of from a blank page.
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Not right now, back to the home pageBuilt on INHERIT v2
This demo is built on INHERIT v2 — an open standard for describing an estate. We show you honestly which parts of this screen the standard can hold today, which are planned, and which are still gaps.
- Supported now1 entriesThe standard already has a place for this today.
- Supported now · shared core0 entriesSupported by the part of the standard shared across our brands.
- Planned0 entriesA change proposal covers this. Where we can check the standard’s own record, we show its status.
- Gap — needs planning0 entriesOn the screen, but no change proposal covers it yet. These still need planning.
- Not a standard concept2 entriesPage furniture, or something we decided the standard should not hold.
3 traced entries on this screen, from two overlapping traces
Each entry comes from either the screen’s feature list or the data the screen displays. The two traces overlap, so one feature can appear twice: these are entries, not a count of distinct features.
Supported now
estates.switcherIn the standard as: People · EstateAccessGrant
Interface onlyRole → capability tokens that scope the estate's navigation and actions (data-cap)
Interface: ext.roles.tokens
interface configuration, not something the standard holds
Interface onlyWho holds which app-roles in David's estate (Sarah: Steward + Heir + Executor; Daniel: Heir + substitute Executor)
Interface: ext.roles.person_app_roles
interface configuration, not something the standard holds
The 29 change proposals this demo relies on
A change proposal (ICP) is a tracked request to extend the standard. These are the ones behind the “Planned” features across all 33 screens — and the few already adopted and built. Where the standard has a written proposal we show its status from the standard’s own record; where it does not, we say so rather than guess.
- ICP-0001 · TT-657 — Port v1 consumer-estate surface into v2 (retracted in the standard)
- ICP-0002 · TT-658 — IHT 36% reduced charity rate (approved in the standard)
- ICP-0006 · TT-663 — Marketplace & dealer model (tracked; no written proposal yet)
- ICP-0007 · TT-664 — Valuation lifecycle enrichment (tracked; no written proposal yet)
- ICP-0008 · TT-665 — Delegation, stewardship & marketplace integrity (tracked; no written proposal yet)
- ICP-0013 · TT-672 — Condition grading (tracked; no written proposal yet)
- ICP-0014 · TT-673 — Collector records bundle (tracked; no written proposal yet)
- ICP-0015 · TT-674 — Legal-assurance model (pending in the standard)
- ICP-0016 · TT-681 — Professional engagement & marketplace data model (approved in the standard)
- ICP-0019 · TT-684 — Executor / personal-representative appointment & powers model (pending in the standard)
- ICP-0021 · TT-686 — Wishes, directives & plan-assessment primitives (pending in the standard)
- ICP-0022 · TT-1029 — Post-death estate-administration & will-lifecycle domain (approved in the standard)
- ICP-0024 · TT-1031 — Nomination / expression-of-wish — non-testamentary transfer route (approved in the standard)
- ICP-0026 · TT-1033 — Free-text→structured multi-entity extraction (approved in the standard)
- ICP-0027 · TT-1034 — Living-Monitoring change-event model (approved in the standard)
- ICP-0028 · TT-1040 — Couple / mirror-vs-mutual wills modelling (approved in the standard)
- ICP-0029 · TT-1954 — Insurance-cover model (approved in the standard)
- ICP-0030 · TT-1069 — Catalogue item-import adapter (approved in the standard)
- ICP-0033 · TT-1131 — Executor pre-death readiness facet (approved in the standard)
- ICP-0034 · TT-1132 — E&W IHT spouse exemption (tracked; no written proposal yet)
- ICP-0044 · TT-1143 — Steward/authority-grant remuneration facet + paid-helper undue-influence safeguard (tracked; no written proposal yet)
- ICP-0046 · TT-1144 — Multi-opinion / consensus valuation shape (approved in the standard)
- ICP-0047 · TT-1145 — Compute faith fixed-shares (approved in the standard)
- ICP-0052 · TT-1292 — Funeral & farewell domain (tracked; no written proposal yet)
- ICP-0054 · TT-1174 — Asset-side external-registry enrichment (tracked; no written proposal yet)
- ICP-0055 · TT-1175 — Asset enrichment facets: maker/external-id (tracked; no written proposal yet)
- ICP-0061 · TT-687 — Heir collaboration & asset-claim resolution (tracked; no written proposal yet)
- ICP-0062 · TT-688 — Collections & asset disposition (tracked; no written proposal yet)
- ICP-0070 · TT-969 — Steward / AuthorityBasis — who may act for whom, with what authority, scope and consent, and the legal-effect confirmation rule (tracked; no written proposal yet)
Checked against a pinned copy of the standard’s change-proposal register (73 proposals, standard at main@f63ca72e116d), and against the standard’s own record of what it has adopted (29 written proposals, 176 computed rules). Sample estate — demo data, no sign-up.