Kinvoy is an evolving platform. This page shows what is live today, what is in active development, and where we are heading. We update it every quarter.
Q1 2026
A personalised task list covering 50+ responsibilities, organised across three phases: immediate, short-term, and long-term duties.
Upload, organise, and retrieve estate documents — wills, death certificates, bank statements — with AES-256 encryption at rest.
Automatic deadlines for probate, inheritance tax, Gazette notices, and creditor windows, with custom deadline support.
Invite co-executors, solicitors, and family members with role-based access controls and secure magic-link onboarding.
An inheritance tax estimator covering the nil-rate band, residence nil-rate band, and spousal exemptions.
Track income, expenses, and distributions against the estate balance with a running ledger and exportable summary.
Q2–Q3 2026
A native mobile app so executors can check tasks, upload documents, and track deadlines on the go — particularly useful when visiting solicitors or banks.
File a creditor notice directly in The Gazette from within Kinvoy, with automatic deadline tracking from the publication date.
Configurable reminders sent by email and SMS before critical deadlines — probate applications, IHT payment, and distribution windows.
Notify multiple government departments of a death in a single step, directly from the Kinvoy portal, using the Tell Us Once service.
A dedicated view for solicitors and estate administrators managing multiple client estates simultaneously, with bulk task management and reporting.
Q4 2026 and beyond
A secure vault where users can store their own will, insurance policies, and final wishes — making the process easier for their own next of kin in the future.
Exportable reports for solicitors and accountants: estate valuation summaries, IHT calculations, and distribution schedules in PDF and Excel formats.
Direct integrations with major UK banks and financial institutions to notify them of a death and request account closure or transfer — without the paper forms.
Contextual AI guidance that answers plain-English questions about the estate process, flags potential issues, and suggests next steps based on the estate's specific circumstances.