Losing someone is hard enough.
Settling their estate shouldn't be.

Most families spend 570+ hours navigating banks, insurance companies, government agencies, and legal paperwork. EstateMate simplifies the entire process with step-by-step guidance tailored to your state.

No legal jargon
State-specific guidance
A fraction of attorney costs
EstateMate — Estate of Robert J. Miller
Phase 2 of 4 · Short-term actions
Estate of Robert J. Miller
Customized for California
42% complete · 11 of 26 tasks done
Obtain certified death certificate
Done
Notify all known creditors
Done
File for letters of administration
The court order that lets you act on the estate's behalf
Due Jul 14
Notify Social Security Administration
Due in 7d
Identify all potential heirs
Up next
Michael just completed: Notify creditors
3 family members collaborating
S
M
J
+1
Your family, coordinated
570
Hours avg. estate workload
20
Months avg. settlement time
Beta
$199 one-time · no subscription

From overwhelmed
to organized.

Most families have never done this before. EstateMate gives you a clear path — state-specific, plain English, built for the moment you're in.

1
Answer a few questions
Your state, who's involved, what you know about the estate. Takes about 5 minutes, no legal knowledge needed.
2
Get your personalized Estate Guide
State-specific steps in the right order, with every deadline and term explained in plain English.
3
Work through it — together
Upload documents, assign tasks to family members, and see where an attorney is usually needed.

Choose your path

Free · No signup needed
Free
Always free · all 50 states

Free Checklist

A personalized, state-specific checklist of what needs to happen, in the order it needs to happen — no account required.

  • 9-step probate checklist tailored to your state
  • State-specific deadlines and what to do first
  • Probate court links and small estate thresholds for your state
  • First 72 hours guide — what to do immediately
  • Estate Assistant & AI document reading — Estate Hub only
  • Document vault — Estate Hub only
  • Family coordination & task assignment — Estate Hub only
  • Legal letter generator — Estate Hub only
  • Probate calculator — Estate Hub only
Get my free checklist →
Full Estate Hub
$199
One-time · Lifetime access · No subscription

Full Estate Hub

Everything in Free, plus your Estate Secretary, AI document reading, and a complete toolkit to organize, coordinate, and settle the estate — start to finish. One price, everything included.

  • Everything in Free, plus:
  • Estate Assistant — a prioritized work queue with call scripts, and a ready-to-send letter addressed to each of the 71 banks, agencies and account types you check off
  • AI document reading — upload a death certificate or statement and it fills in the estate details for you to review
  • Document vault — upload, store, and share with family or attorney
  • Family coordination — assign tasks, keep everyone aligned
  • Legal letter generator — SSA, banks, heirs, and institutions
  • Probate calculator — know if you need full probate or a simple affidavit
  • Will search guide and attorney escalation prompts
  • Death certificate ordering — state-specific fees, links, and instructions
Start my Estate Hub →
Everything included — one simple price The full Estate Hub, Estate Assistant, and AI document reading — no add-ons, no subscription
$199 one-time Start my Estate Hub →

Things families ask us.

No — and we're upfront about that. EstateMate is a guided estate management platform. We walk you through the steps your state requires, help you organize every document, and flag where professional legal help is the right call. Where the answer depends on details we can't see, we say so instead of guessing. It's built to work alongside an attorney, not instead of one — your lawyer handles the court, and EstateMate handles everything else, which is most of the work either way.
All 50 US states. Our intestate succession guidance is built from publicly available state statutes. That said, laws change — we re-check every state's figures against the primary statute every month, and still recommend verifying with a local attorney for complex situations.
Absolutely not. That's the whole point. EstateMate is designed for people who have never dealt with probate and are figuring it out for the first time while grieving. We explain every term in plain English, give context for every step, and never assume prior knowledge.
Yes — up to 6 family members can share one estate workspace. You can assign tasks, share documents, and all see the same checklist and progress. One family member is designated the estate administrator, but everyone stays informed and involved.
EstateMate handles common estate scenarios well. For situations that go beyond what a guided tool can support — contested heirs, multi-state property, business assets, or significant debt — we surface that clearly so you know when to bring in professional help. We'd rather be honest than mislead you.

Don't face this alone.
We built this for you.

EstateMate is here for the families who are overwhelmed, confused, and just trying to do right by someone they loved.

Start My Estate Plan →
Free to start  ·  No credit card required  ·  All 50 states