Estate Helper

Tell us the situation — get the exact next steps for settling the estate.

Your situation

How are the accounts titled?

Check all that apply. This decides whether probate is needed.

What's in the estate?

Payment apps used?

Venmo/PayPal/etc. move money outside bank statements — easy to miss.

Financial institutions

Check the ones involved. Don't see yours? Add it — we'll still tell you what to do (and we research it).