Built with real families, getting better every week
We’re in early access — Estate Assist reads your documents, builds a personalized action plan, and drafts the letters you need. Your feedback directly shapes what we build next.
Real Functionality
Every feature works today. This isn’t a prototype — families are using it right now.
Regular Updates
We ship improvements every week based on what beta users tell us is missing or confusing.
You Shape the Roadmap
Beta access means direct input. Tell us what’s broken, what’s missing, or what saved you time.
How It Works
Three simple steps — no legal expertise required.
Upload Your Documents
Bank statements, insurance policies, brokerage statements, Social Security letters — upload whatever you have. We accept PDFs and images. No technical knowledge needed.
Review Your Action Plan
We read each document, identify accounts and institutions, and build a personalized checklist of exactly what to do — and who to contact — in the right order.
Act on Each Task
Send pre-drafted letters to banks, insurers, employers, and government agencies. Track progress as you go, and ask questions anytime through the chat assistant.
Everything You Need in One Place
Document Intelligence
Upload PDFs and images. We extract account numbers, institution names, policy details, and beneficiaries automatically.
Personalized Checklist
A step-by-step action plan tailored to the specific accounts and policies found in your documents — no guesswork.
Auto-Drafted Letters
Notification letters to banks, insurance companies, employers, and Social Security — pre-filled and ready to send.
50-State Death Certificate Guide
Know where to order death certificates, how much they cost, and how many you’ll need — for every U.S. state and territory.
Employer Benefits Help
We identify employer-sponsored benefits like 401(k), pension, and life insurance — and draft HR notification letters.
Progress Tracking
Track which tasks are done, which are pending, and what to focus on next. Stay organized without spreadsheets.
How We Handle Your Data
Transparency about how your information is used — no surprises.
Free Account — No Payment Needed
Create a free account with just an email and password — no credit card required. Sign-up takes under a minute.
How Documents Are Processed
Documents are analyzed to extract key details and stored securely as part of your estate. Document text is sent to OpenAI to identify accounts and institutions, but is not used to train their models. You can delete your documents at any time.
No Data Sold or Shared
We do not sell, share, or monetize your personal information. Document processing is used solely to generate your action plan and letters.
You Control Your Data
Delete your estate and all associated data at any time from the Settings tab. Your information is stored securely and only accessible to you.
Beta Pricing — Lock It In Before We Launch
60-day free trial on all paid plans. Beta pricing is guaranteed through launch — price goes up when we go GA.
Get started and see your action plan.
- ✓Onboarding & document upload
- ✓Smart document analysis
- ✓Action plan (up to 3 tasks)
- ✓Death certificate guidance
60-day free trial · Then $49/mo at launch
Full access for families navigating estate administration.
- ✓Everything in Free
- ✓Unlimited action plan tasks
- ✓Auto-drafted letters (unlimited)
- ✓Employer benefits lookup
- ✓Progress tracking
60-day free trial · Then $99/mo at launch
For funeral directors managing referred client estates.
- ✓Everything in Essential
- ✓Multi-estate management
- ✓Client referral portal
- ✓Priority support
Beta pricing is locked in for the duration of your subscription. Standard pricing applies to new subscribers after launch.
Frequently Asked Questions
Get early access today
Join families already using Estate Assist in early access. 60-day free trial on paid plans — no credit card required to get started.
Get Early Access →