Know Your Next Steps.
Not Just the Process.
Answer a few questions about your situation and get a personalized probate action plan with your likely path, what to do first, documents to gather, and county-specific details.
A probate attorney charges $300–$500 for a single consultation.
Your personalized plan is $19 (normally $59), and your attorney gets a head start.
What's in Your Plan
Nine sections of personalized guidance, built from your answers and your state and county rules.
Situation Summary
A clear overview of your estate situation based on your answers.
Likely Probate Path
Whether you likely face formal probate, qualify for a simplified process, or can avoid probate entirely.
Next 7 Days
Your top 5 immediate action items, prioritized by urgency.
Documents to Gather
A ranked checklist of what to collect: death certificates, will, deeds, titles, and more.
Asset Routing Notes
Asset-by-asset guidance on what bypasses probate and what doesn't.
County Appendix
Court name, clerk contact, forms, fees, and filing details for your county (where available).
Risk Flags
Potential complications flagged early: real property issues, multi-state assets, disputes, and more.
When a Lawyer Is Worth It
Honest, factual guidance on whether your situation calls for professional help.
Attorney Prep Summary
A one-page case summary you can print and hand to a lawyer to save time and money.
Who This Is For
Named as executor or personal representative
Handling a loved one's estate without a lawyer
Unsure whether probate is needed
Trying to figure out what to do first
Preparing to meet with a probate attorney
How It Works
Answer a Few Questions
Tell us about your situation: state, county, role, estate details, and what you've done so far. Takes about 5 minutes.
Secure Checkout
One-time payment of $19. No subscription, no account needed. Powered by Stripe.
Get Your Plan
Your personalized plan is delivered to your inbox in about 15 minutes. View it online, download the PDF, or print it.
What This Is Not
Not a template. Every report is generated by an AI consultant that reasons through your specific combination of facts: your state, county, assets, family, and timeline.
Not generic legal advice. We reference your county's actual filing fees, court procedures, and deadlines calculated from your date of death.
Not a replacement for a lawyer. It's the preparation that makes your first attorney consultation worth $300 instead of $600, because the lawyer starts informed, not from scratch.
What Our Customers Say
“I was overwhelmed after my husband passed. This plan told me exactly what to do first, which forms to file at the Miami-Dade courthouse, and what my actual deadlines were. My attorney said I was the most prepared client she'd had.”
Maria G. · Florida
“As executor for my father's estate, I had no idea where to start. The plan broke everything down: filing fees, creditor deadlines, which assets skip probate. Saved me at least one $400 attorney consultation.”
James R. · California
“I was quoted $5,000 for a probate attorney. This plan helped me understand that my mother's estate qualified for a simpler process. The attorney I did hire confirmed everything and charged half what the first one quoted.”
Linda T. · Texas
Frequently Asked Questions
What exactly is a Probate Action Plan?
It's a personalized report based on your specific situation: your state, county, estate details, and role. It tells you your likely probate path, what to do in the next 7 days, what documents to gather, and when you might need a lawyer.
Is this legal advice?
No. This is informational guidance based on your answers and publicly available state and county rules. It helps you understand your situation and prepare, but it is not a substitute for a qualified attorney.
How long does it take to get my plan?
You'll receive your plan within about 15 minutes of completing checkout. It arrives by email with a PDF and a temporary link to view it online.
What if my plan isn't useful?
If your plan isn't clearly useful, email us within 7 days and we'll make it right.
Do I need to create an account?
No. Just answer the questions, check out, and your plan is delivered to your email. No login or account needed.
Can I use this plan when meeting with a lawyer?
Absolutely, and that's one of the most useful parts. The plan includes an attorney prep summary: a structured case overview, key facts, unknowns, and questions to ask. It saves you time and money in your first consultation.
Ready to Know Your Next Steps?
Stop guessing. Get a personalized plan built for your situation, your state, and your county.
Get My Probate Action PlanThis 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.
Get Your Personalized Plan
$19