Click any step for detailed, state-specific guidance.
Document Center
See what's collected, what's missing, and request files from family.
Family & Co-Administrators
Share access, assign tasks, and keep records everyone can trust.
No income recorded — that's fine. Optional: final wages, refunds, interest, or asset-sale proceeds.
No decisions logged — record major choices here, like selling an asset or choosing an attorney.
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
Phone numbers, scripts, and ready-to-send letters for every agency — tailored to this estate.