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.

See how it works
Guided step by step
Your data stays private & secure
No credit card required

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.

Inventory Tracking & Family Impartial Point Based Auction

Catalog assets and belongings, track their status, and make fair distribution decisions as a family.

Letters & Forms

Auto-generate notices to banks, creditors, and government agencies with pre-built templates.

Family Collaboration

Invite family members to share tasks, view progress, 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.