For the person settling an estate

47 directions.
One plan.

When someone dies, the paperwork arrives from every direction. EstatePath is being built to gather it into one calm, ordered plan, at your own pace.

ChecklistLettersYour documents. Your decisions.
One place to keep track.
In development / Pre-orders opening soon
One plan01 / 03
Gathering the tasks
Illustrative plan
For executors and administrators handling things themselves.Take a closer look

Take a look inside

One thing,
then the next.

An account found on a statement. A bill that is still being paid. A letter that needs sending.

See how an example plan turns a pile of paper into steps you can take one at a time.

Choose an example.
Open a step.
See where it came from.

These are fictional examples, not advice about any real estate. The finished product is still in development.

EstatePath / Example planEXAMPLE

The estate, at a glance

Where to begin.

Turn on JavaScript to explore the example. Example: a checking account appears on a bank statement; the plan lists it and drafts a notification letter to the bank.

A gentle route through the details

At your pace,
in your hands.

You make every decision.
EstatePath keeps the list.

  1. 01

    Bring what you have.

    The will, the death certificate and recent statements. Photos are fine.

  2. 02

    See it gathered.

    Accounts, assets, debts and regular bills are pulled into one inventory.

  3. 03

    Follow one plan.

    A state-specific checklist in order, with timing and a simple log of calls.

  4. 04

    Send when ready.

    Review the pre-filled letters, sign them and send them yourself.

You make the decisions. EstatePath doesn’t act as executor, contact anyone for you or give legal advice.

A few useful answers

One simple price

One estate.
One plan.

A single payment per estate, not a subscription.
In many cases it may count as an estate expense.

For one estateWorkspace

EstatePath

Everything in one place while you settle the estate.

$149 / estate

  • State-specific executor checklist
  • Asset and debt inventory from your documents
  • Pre-filled notification letters
  • A simple log of calls and records

Planned founding price · Pre-orders opening soon

Good to knowWhen to get advice

Some estates need a lawyer.

EstatePath is for organising. Please speak to a probate attorney if any of these apply.

  • Family members disagree about the will
  • The estate may owe estate tax
  • Debts may be larger than the assets
  • You are unsure of your legal duties

In development. Launch planned for early 2027.

Court and filing fees are separate. No payment is taken here.
Planned pre-orders will be refundable before delivery.

Before you ask

Gentle
answers.

Clear expectations,
kindly put.

Is EstatePath available yet?

Not yet. It is in development, with launch planned for early 2027. This is an interactive preview. Pre-orders and document uploads are not open.

Who is it for?

Executors and administrators of straightforward US estates who would like to handle the paperwork themselves, with everything kept in one place.

Will you contact banks or the court for me?

No. EstatePath drafts letters and keeps your checklist. You review, sign and send everything yourself, and you decide what happens next.

Is this legal or tax advice?

No. EstatePath is an organising and drafting tool. It is not a law firm and does not provide legal, tax or financial advice. For a contested will, a large or taxable estate, or questions about your duties, please consult a probate attorney.

Does it guarantee anything about the estate?

No. Courts, institutions and your own decisions determine the outcome. You remain responsible for checking every step and letter.

Why not just ask ChatGPT?

A chatbot can describe general steps. EstatePath is intended to read your actual documents, keep one running inventory, remember what has been done and draft letters with the right account details, so nothing depends on a single conversation.

Can the estate pay for it?

In many cases, reasonable administration costs may be paid by the estate. Rules vary, so please check with your adviser or the court.

What happens to the documents?

This preview accepts no documents or personal information. Document handling, retention and deletion details will be provided before uploads become available.

How will pre-orders and refunds work?

Pre-orders are not open yet. The planned terms are a full refund on request before delivery, with an automatic refund if the stated delivery deadline is missed. The exact delivery date and refund process will be shown before payment opens.

Take the time you need

One step at a time.
One plan.

See an example plan
See the plan

A closer look at your plan

EstatePath

$149 / estate

Pre-orders are opening soon.

Launch planned for early 2027. No payment or documents are taken in this preview.

See the example plan