Let's get the basics down
We'll fill these into your checklist and letters. Only you see this — it stays on this device.
Probate rules vary by state — we tailor notices where it matters.
Add a co-executor or family member here so their name appears in letters and your plan. You can share the plan with them via Export → Import.
Your plan
Account tracker
Add every account you come across. As you close each one, mark it done — we'll track your progress.
🗓 {stateName} estate deadlines
General guidance for probate and creditor deadlines. Always confirm with your probate court or a local attorney.
Account closing letters
Pick a template, fill the details, and print or email it. Keep the certified death certificate handy — most institutions require it.