Free to get started
When someone you love passes away, the paperwork can feel impossible. Estate Assist reads your documents, builds a personalized action plan, and drafts the letters you need — so you can focus on what matters.
Four simple steps — no legal expertise required.
Simple onboarding — just the person’s name, date of passing, and your contact information. No accounts or passwords needed.
Bank statements, insurance policies, brokerage statements, Social Security letters — upload whatever you have. We accept PDFs and images.
Our AI reads each document, identifies accounts and institutions, and generates a personalized checklist of what to do and who to contact.
We auto-draft notification letters to banks, insurers, employers, and government agencies — ready to print and mail or send as email.
Upload PDFs and images. Our AI extracts account numbers, institution names, policy details, and beneficiaries automatically.
A step-by-step action plan tailored to the specific accounts and policies found in your documents — no guesswork.
Notification letters to banks, insurance companies, employers, and Social Security — pre-filled and ready to send.
Know where to order death certificates, how much they cost, and how many you’ll need — for every U.S. state and territory.
We identify employer-sponsored benefits like 401(k), pension, and life insurance — and draft HR notification letters.
Track which tasks are done, which are pending, and what to focus on next. Stay organized without spreadsheets.
Transparency about how your information is used — no surprises.
Start using Estate Assist immediately — no email address, no password, no sign-up required.
Documents are analyzed using AI services to extract key details. Document text is sent to our AI provider (OpenAI) for processing. No document contents are stored permanently or used to train AI models.
We do not sell, share, or monetize your personal information. AI processing is used solely to generate your action plan and letters.
Clear your data at any time from the Settings tab. Your estate information is held in your active session and is not stored in a permanent database.
Start for free. Upgrade when you need more.
Get started and see your action plan.
Full action plan and drafted letters.
Everything, plus export and email.
All tiers are one-time payments per estate — no subscriptions. During early access, all features are unlocked for free so you can try everything before choosing a plan.
No. Estate Assist is a technology tool that helps organize estate paperwork. It does not provide legal, tax, or financial advice. We recommend consulting with a licensed attorney or financial advisor for complex estate matters.
Any financial documents related to the deceased — bank statements, life insurance policies, brokerage or 401(k) statements, Social Security letters, mortgage documents, and employer benefits information. The more you upload, the more complete your action plan will be.
When you upload a document, text is extracted and sent to our AI provider (OpenAI) to identify accounts, institutions, and key details. No document contents are permanently stored or used to train AI models. Your session data is held on the server during your active session and can be cleared at any time from Settings. We do not sell or share your information.
No. Anyone helping with estate administration — a surviving spouse, adult child, or trusted friend — can use Estate Assist to organize paperwork and identify next steps.
Estate Assist provides death certificate guidance and filing information for all 50 U.S. states, Washington D.C., and U.S. territories. The action plan and letter features work regardless of state.
Yes. The Free tier gives you document analysis and an action plan with up to 3 tasks at no cost. The Essential ($49) and Complete ($149) tiers unlock unlimited tasks, letter drafting, and more. During early access, all features are available for free so you can try everything.
You don't need to have everything figured out. Upload your first document and we'll guide you from there.
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