Estate communication, simplified
Create Your Estate
Set up in under 2 minutes. Add basic details about the estate — name, your role, and a brief description. That's it. No complicated forms or legal jargon required.
- Name the estate (e.g., "Margaret Johnson Estate")
- Describe your role (executor, co-executor, trustee)
- Add a brief description for family context
- Choose your notification preferences
Invite Family Members
Send email invitations to family members. Assign roles (spouse, child, sibling, attorney) and visibility levels. They create their own accounts with one click.
- Enter email addresses for each family member
- Assign roles for context (spouse, sibling, attorney)
- Set each person's visibility level (inner circle, extended family, or everyone)
- Family receives invitation and creates account
Post Updates & Documents
Share milestones ("House listed for sale"), upload documents (will, deeds), and add notes. Post once — everyone with access sees it instantly.
- Write updates as simple as a text message
- Upload documents with automatic organization
- Tag updates with milestone categories
- Set visibility per update if needed
Family Stays Informed
Family members get notified by email or in the app, with SMS coming soon. They check the dashboard instead of calling you. Questions become discussions, not phone tag.
- Instant notifications when updates are posted
- Family chooses their notification preferences
- Dashboard available 24/7 on any device
- Comment feature for questions and discussions
What your family experiences
No more wondering. No more waiting for callbacks. Just clarity during a difficult time.
Your own dashboard
A personalized view with updates relevant to you
Document access
Find important documents without hunting through emails
Milestone timeline
See probate progress at a glance
Notification control
Choose how and when you get notified
All 50 states + DC
Every state has unique probate rules. We track state-specific forms, deadlines, and thresholds so you don't have to research them yourself.
Ready to try it?
Start your free 14-day trial. Set up your first estate in under 2 minutes.