Settling an estate shouldn't feel this overwhelming

Estate Steps guides you through every task, document, and decision — so you can focus on what matters most: your family.

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Guided step by step
Your data stays private & secure
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The Estate Steps Difference

End the "who gets what" argument.

Dividing a loved one's belongings is the hardest part of settling an estate. Our Family Asset Auction turns it into a fair, transparent process — one every family member can stand behind.

  • Multi-round bidding. Preview → bid → review → repeat. Tied or close bids automatically roll into the next round until every item finds a home.
  • Points, not money. Every family member starts with the a pool of points and chooses what matters most to them.
  • Awarded by round. Real-time results grouped by winner, with item counts and estimated value at a glance.
  • Executor in control. Guided transitions from Preparation to Preview, Open Bidding, Round Complete, and final Division.

Everything you need to settle an estate

From the first phone call to the final distribution, Estate Steps keeps you organized and on track.

Task Management

Smart checklists guide you through each phase of estate settlement, from immediate needs to final distributions.

Document Vault

Securely store and organize wills, death certificates, court documents, and more — all in one place.

E-Signatures

Get documents signed by family members and professionals without printing or mailing a thing.

Family Asset Auction

Catalog every belonging, then let family bid with points across multiple rounds — fair, transparent, and final.

Estate Finances & Receipts

Track every dollar in and out — income, expenses, time, and mileage. Attach receipts, reconcile transactions, and hold back funds for taxes.

Collaboration

Invite members to share tasks, view progress, add items to an auction and stay aligned throughout the process.

How it works

Get started in minutes. Estate Steps walks you through every step.

  1. 1

    Create Your Estate

    Set up your estate in minutes. Enter basic information and Estate Steps generates your personalized task checklist to guide you from start to finish.

  2. 2

    Organize Documents & Assets

    Upload important documents, catalog belongings and assets, and keep everything in one secure, shared location your whole family can access.

  3. 3

    Collaborate With Family

    Invite family members, attorneys, and other professionals. Everyone stays informed with shared tasks, communication tools, and real-time progress updates.

  4. 4

    Complete Settlement Step by Step

    Work through tasks at your own pace. Estate Steps tracks deadlines, generates required forms, and helps you handle each phase with confidence.

Frequently asked questions

Have questions? We have answers.

Estate settlement (also called probate or estate administration) is the process of managing and distributing a person's assets after they pass away. It includes tasks like notifying institutions, paying debts, filing court documents, and distributing belongings to beneficiaries. Estate Steps helps you organize and track every step.

Estate Steps is designed for anyone navigating estate settlement — whether you're an executor named in a will, a family member helping manage the process, or a professional (attorney, financial advisor) assisting a client. No prior experience with estate settlement is needed.

You can get started with Estate Steps for free. Our free plan includes core task management and document storage features. For advanced features like e-signatures, letters and forms, and family collaboration, check out our affordable paid plans after signing up.

Your privacy matters to us. Your documents and personal information are stored securely and are only accessible to you and the family members you explicitly invite. We never share your data with third parties.

Yes! Estate Steps is built for collaboration. You can invite family members and professionals to your estate, assign tasks, share documents, and communicate — all within the platform. Everyone stays informed and aligned throughout the process.

Estate Steps is not a substitute for legal advice, but it helps you stay organized so you can make the most of your time with professionals. Many families use Estate Steps alongside their attorney to track tasks, store documents, and manage the overall process more efficiently.

You don't have to figure this out alone

Start organizing your estate settlement today.