Settle an estate
without the overwhelm.
Answer 8 questions and get a personalized settlement plan: a prioritized checklist with real deadlines, pre-written letters to every institution, and a printable PDF to share with your family or attorney.
Estate Settlement Navigator provides general information and document templates, not legal or tax advice. Laws vary by state. Consult an attorney or tax professional.
What you get
- Prioritized checklist ordered by urgency with real deadlines tied to the date of death
- Pre-written, editable letters to SSA, IRS, banks, DMV, insurers, and credit bureaus
- State-specific guidance: probate thresholds, small-estate affidavits, vehicle transfers
- Complete PDF export to share with your attorney or family members