EstateStep

A step-by-step organizer for executors handling a small estate — eligibility guidance, document checklist, asset tracking, and a filing summary for the probate clerk.

EstateStep helps you stay organized when you're settling a loved one's estate through the small-estate affidavit or simplified-probate process.

Losing someone is hard, and the paperwork that follows can be overwhelming. EstateStep walks you through it one step at a time, on your own phone, at your own pace.

WHAT IT DOES • Pick your state and enter the estimated estate value, and EstateStep shows whether the estate may fall under that state's small-estate affidavit threshold • Surfaces the affidavit/form name and general requirements for your state • Builds a checklist of the documents most estates need (death certificate copies, the will if there is one, asset inventory, ID, the affidavit form, and more) • Tracks your asset-collection progress — bank accounts, vehicles, property, and personal items — with collected vs. outstanding totals • Generates a clean filing summary you can share or print to take to the probate clerk

IMPORTANT: EstateStep provides general information and organizational tools only. It is not a law firm, is not a substitute for a licensed attorney, and does not provide legal advice. Estate and probate laws vary by state and change over time; the thresholds and steps shown are general guidance and may be incomplete or out of date. Always confirm requirements with your local probate court or a licensed attorney before filing.

ESTATESTEP PREMIUM (optional one-time unlock) • Track unlimited assets (free tracks up to 5) • Full filing-summary export and sharing • Premium checklist detail • Remove ads

EstateStep is free and supported by ads. Premium is a single purchase that unlocks everything forever — no subscription.