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 visibility levels (full access, limited, view-only)
- 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 their preferred way (email, SMS, or in-app). 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.