Need help with an estate?

1) Understand the path

Every situation is different, but many follow this pattern:

• Secure property & gather key papers
• Open the estate and get authority (letters)
• Notify interested parties & creditors
• Inventory, value, and reconcile accounts
• Handle claims, taxes, and distributions

2) Gather what you can

You don’t need everything to start. Useful items include:

• IDs, will/trust, recent mail
• Bank/brokerage statements around date of death
• Deeds/titles, insurance policies
• Contact info for family & professionals

3) Start the intake

Answer a few questions and we’ll build a clean summary you can share with family or your professional.

Inventory at death

What to list and how to value homes, cars, accounts, and more.

Before distributions

Confirm net estate, address claims/taxes, prepare receipts, and record in a simple ledger.

Claims & bills

What notices look like, typical timelines, and how to track what was paid.