uk.co.simplyestate/estate-planning

down checked 2026-11-12T08:40:30.856Z

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Publisher-provided description

UK estate-planning calculators + knowledge (IHT, intestacy, trusts, wills). Read-only.

Summary by lookupd

Estimates UK inheritance tax, probate, LPA and care costs, checks intestacy and trust options, and searches estate-planning guides.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http estate-planning https://simplyestate.co.uk/api/ai/mcp

Codex, remote (streamable-http)

codex mcp add estate-planning --url https://simplyestate.co.uk/api/ai/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "estate-planning": {
      "url": "https://simplyestate.co.uk/api/ai/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (16 tools)

Publisher-provided text

• calculate_iht Estimate a UK Inheritance Tax bill (2025/26 England & Wales rules). Models the nil-rate band, residence nil-rate band and its £2m taper, spousal doubling, the 4
• compare_pension_2027 Show the Inheritance Tax impact of the April 2027 change that brings most unused pensions into the estate: the IHT before vs after, and the extra tax. Exposure
• who_inherits_intestacy Apply the England & Wales intestacy rules (dying without a will, rules from 26 July 2023): who inherits and how much. ALWAYS returns the warnings — e.g. a cohab
• compare_trusts Recommend which UK trust types are worth discussing for a goal, with an HONEST note that always accompanies the recommendation (e.g. no trust simply avoids care
• will_readiness_check Score estate-planning readiness against a checklist. Pass `answers` as a map of item id → true/false (ids: has_will, will_recent, executors_named, guardians_nam
• estimate_probate_cost Estimate the cost of probate in England & Wales: the HMCTS application fee (£300 where the estate is over £5,000; no fee at £5,000 or below — the same with or w
• check_need_probate Check whether a grant of probate (or letters of administration) is LIKELY to be needed in England & Wales, from what the person owned and how they owned it. Ret
• calculate_lpa_cost Calculate the Office of the Public Guardian fees to register Lasting Powers of Attorney in England & Wales: £92 per LPA (applications received from 17 November
• estimate_care_cost Project what care home fees could cost: typical self-funder weekly ranges (sourced 2026 estimates rounded from published averages) × 52 weeks × years, by region
• gift_7_year_timeline Map lifetime gifts onto the 7-year-rule timeline: which taper BAND each gift sits in and when it falls outside the estate. An EDUCATIONAL timeline of the bands
• check_deed_of_variation Check whether a deed of variation is available — guidance-only eligibility against the s.142 IHTA 1984 conditions: the hard two-year window from the date of dea
• check_rnrb Check residence nil-rate band eligibility and amount (England & Wales 2025/26): up to £175,000 per person where a home you own (or owned) passes to direct desce
• lookup_glossary Look up plain-English definitions of UK estate-planning terms (IHT, trusts, LPAs, probate). Omit `term` to list all.
• search_guides Search Simply Estate's estate-planning guides (wills, IHT, LPAs, trusts, probate) by keyword. Returns titles, URLs and excerpts to cite.
• get_faqs Return Simply Estate's frequently-asked questions and answers (fees, regulation, IHT, trusts, wills/LPAs/probate). Optional keyword filter.
• request_consultation Submit a request for a FREE, no-obligation estate-planning consultation on the user's behalf. Use only with the user's explicit consent and real contact details

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 63%
• Median latency: 700 ms
• First indexed: 2026-11-01T10:09:31.473Z
• Last seen in registry: 2026-11-01T10:09:31.473Z
• Website: https://simplyestate.co.uk/ai

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• Last crawl: 2026-11-13T00:39:08.687Z
• API base: https://api.lookupd.com
• MCP URL: https://api.lookupd.com/mcp