Every bank and utility you tell is in one list, with the day to chase it. You divide the jobs between you, and record what each of you paid out of pocket.

Yes. Each job on the estate's List is a To-do given to one of you. It can have a deadline, and a reminder emailed the day before. Team To-dos shows every open job and who has it.

Yes. A reminder will be emailed to whoever has the To-do, at their own local time. A reminder on a deadline will arrive at 9:00 am where they are.

Yes. Each bank, pension, insurer and utility is a contact in the estate's team. You log each call or email on it, with what was said. The contacts list shows when you last spoke to each, and the next follow-up.

On the bank's contact, in a note you pin. A pinned note is shown near the top of the contact's page. Everyone in the estate's team sees the same note.

Yes. A follow-up gives the bank's contact a date and a reason, such as the balances. It is a To-do on that date, and can have an email reminder. Follow-ups lists every open one as Overdue, Today or Upcoming.

Yes. The Business letter starter gives each letter its date, recipient and body. Duplicate copies a finished letter for the next bank or pension, and you change the details. Each one prints, or downloads as a PDF to sign. Word files import, and letters export to Word.

Yes. You share the document with the lawyer as Can review. They can comment and suggest changes, which apply only when you accept them. They join as a guest who opens only that document. Someone without a Magpie account gets a free one when they accept.

Secure Files keeps your scans, each encrypted in your browser before it is stored. Magpie cannot unlock them without your vault password. The files belong to your own account, so each executor keeps a set. A secure link sends one to the lawyer, and can need a passphrase.

Yes. One sheet can list the accounts, the house and the car, and another the debts. Formulas total each sheet as balances and valuations come in. The Currency format uses the team's currency. Check the rules where the estate is settled for what to value, and when.

Yes. You share the spreadsheet with each of them as Viewer. Someone outside the estate's team joins as a guest who opens that spreadsheet and nothing else. A guest takes no place on the plan. They can sort and filter it for themselves without changing what you see.

Yes. A sheet can list each piece with its valuation. A dropdown beside it can hold each of your names. Another column can record what a piece sold for. A filter view can show only your own pieces, without changing what the others see.

Yes. Each of you records what you paid, with the receipt, and marks it reimbursable. An expense report gathers them for you to approve. When the estate account pays someone back, you mark the report reimbursed with the date. Magpie records the payment and does not send money.

You see every cost recorded in the estate's team, with who paid it. The other executors each see their own, unless you make them admins too. Receipts open only for people who can see the expense.

Yes. Each expense keeps the currency it was paid in. Totals keep each currency separate, as it was paid. An expense report holds one currency, so costs in two currencies go on two reports.

Yes. Export receipts downloads a ZIP with every receipt, named by date, merchant and amount. It comes with a CSV list of the expenses, with who paid and the reimbursement details. Each sheet of the spreadsheet exports as CSV too.

Yes. Password Vault keeps them encrypted in your browser, with a vault password Magpie never has. Tags such as To close and Closed sort them. Only you can open your vault. A recovery key lets you choose a new vault password if you forget it.

In your vault, as a custom item with its own fields, such as Alarm code. A field can stay hidden until you choose Reveal. Clicking a value copies it. Like the rest of your vault, it is encrypted in your browser.

Yes. PDF Editor opens the form in your browser, and you type into its fields. A form without fields takes typed text anywhere on the page. The finished PDF downloads, or is saved encrypted with your other scans.

Yes. The estate's team has a calendar that everyone in it sees. The funeral, the lawyer's appointments and the house clearance go on as events. Jobs show on the day they are planned, and deadlines on the day they fall.

Yes. Notes keeps them in the estate's team, open to the family, and saves as you type. A checklist line can become a To-do. Search finds any word in them, such as a bank's name.

Yes. Team chat gives the estate's team channels, such as one for the house sale. You can reply in a thread, react and add pictures. Two of you can also start a short video call.

Yes. You share each record with them on its own: a List, a letter or the spreadsheet. They join the estate's team as a guest, and see only what you shared. A guest takes no place on the plan.

It is kept until you decide. Archiving the estate's team takes it out of use, and keeps its work. Restore brings it back with the same people and records. Sheets export as CSV, letters as PDF or Word, and expenses with their receipts.