Three months, three different moments.
The work after a death is different in week one, month one, and month three. We shape what’s on your plan to where you actually are.
The first morning, before the calls start.
You wake up and have to start. We give you the three things to do today — the calls that matter, the certificates to order, the family to tell — in the right order.
When everyone needs a death certificate.
Banks. Insurance. Social Security. The DMV. We tell you exactly how many copies, where to order them, and how long they take in your state.
Probate, accounts, and the conversations that wait.
When you’re ready, we sequence the larger things — probate filings, account closures, the house. We hold them quietly until you’re ready to look.
A workspace shaped to your situation.
Your plan reflects who died, what’s already been handled, what state applies, and what still needs your attention. Documents, tasks, and prepared forms stay organized around the next step.
What to do first.
Priority actions ordered by urgency. Today is a clean list of three — start at the top, work down, sleep tonight.
What can wait.
We hold the longer items quietly until they matter. You always see what is next and when it is due.
What to prepare.
Documents, prepared letters/forms, notes, and records stay together so the practical work is easier to finish.
Personalized in minutes.
Answer a few questions about your situation. We build a plan organized by urgency — so you always know what to handle first and what can wait.
- Steps ordered by urgency, so today rises to the top
- Clear guidance on what you legally need to handle
- Stay organized when multiple family members are involved
Don't miss a step that matters.
Missed deadlines on estates, taxes, and accounts can cost families thousands. We keep track of what's urgent, what's coming, and what's done.
- Timelines for probate, taxes, and benefits
- Documents and prepared forms organized in one place
- A private record of what is done and what is still open
Three steps. Three minutes.
Start with what you already know. We fill in the rest.
Tell us what happened.
A few questions — who died, where they lived, what's already been handled.
Answer what you know.
Skip what you don't. The plan adjusts.
Get your plan.
Step-by-step, ordered by urgency. Save it, email it, share it with family.
What to know before you start.
Three minutes. Start with what you already know. Your data stays yours; an account is optional and only saves your plan for later.
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