Don't navigate
estate settlement
alone.
Settling a loved one's estate involves dozens of legal, financial, and personal tasks. Our partner EverSettled provides a comprehensive, guided checklist to walk you through every step — at no cost.
Capture what matters.
A guided inventory of accounts, documents, and wishes — complete at your own pace.
Follow the checklist.
Personalized task list based on the estate. Know exactly what to do, and when.
File the paperwork.
Pre-filled forms for probate, benefits, and asset transfers. No more guesswork.
Close every account.
Identify every creditor, subscription, and agency that needs to be notified.
Six domains, one clear path.
EverSettled breaks the entire settlement process into six manageable tracks. Each one has a detailed, interactive checklist so nothing falls through the cracks.
Probate & court filings
Death certificates, probate petitions, court paperwork — with clear guidance for each state's rules and deadlines.
Insurance & survivor benefits
Life insurance claims, Social Security survivor benefits, pensions, and employer benefits — tracked and filed on time.
Titles & asset transfers
Real estate deeds, vehicle titles, bank accounts, investment accounts — a guided transfer or closure process for each.
Final tax returns
The decedent's final 1040, the estate's 1041, and any state estate or inheritance returns — with deadlines and instructions.
Notifications & closures
SSA, IRS, utilities, streaming subscriptions, credit cards, phone carriers, online accounts — who to contact, with scripts.
Digital assets & legacy
Social media memorialization, password managers, cloud storage, crypto wallets — preserved, transferred, or respectfully closed.
Ready to get organized?
EverSettled's guided checklist tracks your progress and tells you exactly what to do next. Free to use, no credit card.
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