Settle an estate step by step, in one workspace
The Settled workspace turns a few answers into your state’s probate plan: every step it requires, with each deadline computed from the date of death and the statute behind it. Free, and with no account, you see how big the job is and your first statute-cited deadline. The complete plan opens the rest and the tools that go with it.
How it works
- 1
Answer a few questions
The state, the date of death, and whether there is a will. That is enough to build your roadmap. No account, no card.
- 2
See what your estate involves
Free: how many steps your state requires, how many carry a date set by statute, and your first deadline by name, date, and who set it.
- 3
Open the plan and work it
The complete plan shows every step and date, and adds assets, a ledger, the court-ready accounting, documents, reminders, and family sharing.
What you can do in the workspace
Everything an executor tracks in spreadsheets, folders, and sticky notes lives in one place, organized around your state’s actual requirements.
Statute-cited deadlines
Every deadline is computed from the date of death and cites the state statute it comes from, so you can verify it yourself.
A working task checklist
Mark tasks in progress, done, or not applicable. Your progress is saved and picks up where you left off.
Assets, ledger, and accounting
Record what the estate owns and what moves in and out. The charge-and-discharge accounting stays reconciled by construction.
Document storage
Keep the will, letters, statements, and receipts with the estate they belong to instead of a folder on someone’s desk.
Bring in a co-executor
Invite a sibling or co-executor to the same workspace so everyone sees the same tasks and numbers.
An assistant that knows your estate
Ask what a task means or what your accounting shows. It reads your estate’s data and explains the general process for your state. Not legal advice.
Free shows you the size of the job and your first statute-cited deadline. Everything on this list comes with the complete plan. The table below draws the line exactly.
Free and complete plans
Starting is free: the questions, how many steps and statute-set dates your estate carries, your first deadline, and 10 questions to the estate assistant. The complete plan is a one-time $39 payment that opens the rest of the roadmap and every tool above. There is no subscription in either plan.
30-day money-back guarantee, no reason needed. Email [email protected] within 30 days of your purchase and we refund the full amount. Read the refund policy.
| What you get | Free | Complete ($39 one time) |
|---|---|---|
| Answer the questions and create your estate | Included | Included |
| How many steps your state requires, and how many carry a statute-set date | Included | Included |
| Your first statute-cited deadline, by name and date | Included | Included |
| The rest of the roadmap: every step, with every statute-cited date | Not included | Included |
| Asset inventory and estate ledger | Not included | Included, unlimited |
| Estate assistant questions | 10 included | Unlimited |
| Everything else in the workspace: task checklist, court-ready accounting, document storage, co-executors and heirs, email reminders, estate packet and export | Not included | Included |
Wondering what the process itself costs? See what probate costs and the per-state fee calculator.
Start where you are
A few questions, then a free preview of your plan. No account, no card, no signup.
One-time payment for the complete plan. No subscription either way. 30-day money-back guarantee, no reason needed. Refund policy.
Frequently Asked Questions
What is free, and what costs money?
Do I need to create an account?
Which states does it support?
What does the complete plan add for $39?
Is this legal advice?
There is no rush on this. When you are ready, a short assessment can help you see whether probate is needed.
Settled Estate is not a law firm, and this content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in your state can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.