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Your step-by-step guide after a loved one dies
Set up the estate, then work through duties one step at a time.
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0% complete · Start by adding the estate details
No upcoming deadlines. Add a death date on the Estate tab so we can calculate key dates for you.
No open duties. Load sample data or add duties to begin.
Load a realistic estate scenario so you can explore the app. You can remove it anytime without losing your own data.
Check off each step as you go. Edit details, set due dates, and add your own duties.
No duties yet. Tap “Add starter checklist” for common executor steps, or add your own.
Key dates calculated from the date of death and your state’s common claim periods. These are planning guides — confirm with an attorney or the probate court.
Enter a date of death on the Estate tab to generate a timeline.
No duties have due dates yet. Edit a duty to set one.
Who passed, when, where, and basic facts that shape your duties.
Track what you have gathered — death certificates, will, deeds, tax returns, and more. This does not store file contents.
No documents tracked yet. Add death certificates, the will, bank statements, and other papers you collect.
Attorneys, accountants, funeral homes, banks, and family members involved in the estate.
No contacts yet. Add your estate attorney, CPA, funeral director, and key family members.
Backup, restore, and manage data that never leaves this device.
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Download a JSON file of your estate data. Keep a copy somewhere safe.
Load or remove the built-in example estate, duties, documents, and contacts.
Permanently delete all estate data stored on this device. This cannot be undone.