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Case Intake
Open a new estate case
We'll generate a complete checklist of 50+ post-death tasks immediately after you submit.
Deceased
Full name
*
Date of death
*
Date of birth
Next of Kin / Primary Contact
Full name
*
Relationship
*
Select relationship…
Spouse / Partner
Child
Parent
Sibling
Executor (non-family)
Attorney
Other
Email
*
Phone
Additional Notes
Notes (optional)
What happens next
56 tasks
A complete checklist will be generated — covering government notifications, financial accounts, subscriptions, digital assets, and more.
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