Pricing
The guidance is free. The tools are there if you want them.
Every step of the plan, and every word of guidance on it, is free. If you'd rather not do the paperwork alone, the Estate Pass prepares the letters and forms and keeps track of what is done. It is one payment, and you can give it to someone who needs it.
Free for everyone
The guidance, and a few tools
- The whole plan: every step, and every word of guidance on it, with your progress saved
- Letting close family know: who to tell, and the message to send them
- An obituary draft
- The family record, and one sheet printed from it
- Finding grief and crisis support, and help with funeral costs
- Everything, if you lost a child under 18
Estate Pass
Every other tool
- Letters and forms prepared for the credit bureaus, banks, Social Security, insurers and the DMV, with your details filled in
- The death certificate order, VA, mail forwarding and unclaimed-property packets
- A probate filing packet for your state (probate is the court process for settling an estate)
- An estate inventory and insurance-claim tracker that reads the statements you upload
- Every sheet from the family record, reminders, a full export, and a view-only link for someone helping you
A gift
Give this to someone who is carrying it alone.
Buy the Estate Pass for a friend or a relative. They get one quiet email with your note and a link, whenever you choose. Their plan stays private to them.
Give this to someoneWhat unlocks
Concrete artifacts, not just a longer checklist.
Death certificate tracker
SSA survivor benefits packet
Life insurance claim cover letter
Bank and account notification letters
Executor handoff archive
Workspace PDF export