Your state-specific estate guide. Click any step to expand detailed guidance.
Document Center
Track every required document — see what's collected, what's missing, and request files from family.
Family & Co-Administrators
Add family members to share access and assign tasks. Use the decision log to keep everyone informed and prevent disputes.
| Name | Relationship | Access Level | Status | Actions | |
|---|---|---|---|---|---|
| No family members added yet. | |||||
Record money the estate receives — final wages, refunds, interest, or proceeds from selling assets. Optional — if no money comes into the estate, just leave this empty. Entries flow into your Financial Summary automatically.
No income recorded yet — that is completely fine. Add entries only if money comes into the estate.
Record why major decisions were made. This prevents misunderstandings and gives family members context they need to trust the process.
No decisions logged yet. Use this to document major choices — selling an asset, choosing an attorney, splitting an account.
A running log of what's been done on this estate — so everyone stays informed.
No activity yet.
Task Board
Assign specific tasks to family members. They can accept and mark tasks complete.
| Task | Assigned To | Status | Due Date | Actions |
|---|---|---|---|---|
| No tasks yet — create your first task above. | ||||
Deadline Timeline
All steps ordered by urgency. Completed items are shown at the bottom of each group.
Estate Secretary
Your call list for closing accounts and stopping benefits — phone numbers, word-for-word scripts, and ready-to-send letters for every agency and company, tailored to this estate. We track who you've contacted.