1
About You
2
The Estate
3
Choose Your Path
Step 1 of 3 — About You

We'll help you figure this out.

First, a few basics about you and which state the estate is in.

Step 2 of 3 — The Estate

Now, tell us about the estate.

Rough estimates are fine — this shapes which steps and deadlines matter most. You can update everything later.

Step 3 of 3

How much support do you need right now?

There's no wrong answer. Start where you are — both paths use your state details and can be picked up at any time.

Always free
Find your footing
A calm, clear overview of what needs to happen. No jargon. Just the steps, in order — for your state.
  • State-specific checklist
  • Probate threshold & timeline
  • Key deadlines & court links
  • Detailed guidance per step — Estate Hub only
  • Document vault — Estate Hub only
  • Family coordination — Estate Hub only
Free · No account required
Premium · Full Estate Hub
Your whole family, organized
One shared workspace for every step — so nothing gets missed, nothing gets duplicated, and no one's left in the dark.
  • Everything in the free plan
  • Detailed guidance for every step
  • Secure document vault
  • Add family & assign tasks
  • Live progress flowchart
  • One estate · access for the full duration
$149 · one-time access
Intake Form — Review Your Information
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