Free first step

Start your estate or probate check.

Answer a few practical questions. You will get a starting summary, documents to gather, questions to resolve, and a clear next step.

1. Situation2. Documents3. Summary4. Save or Review

Choose a starting path

What brings you here today?

Select the situation that is closest. The result is a preparation path, not a legal conclusion.

Starting situation

Designed to finish, not overwhelm

Answer what you know now. Mark uncertain facts as questions.

Estate and probate work often starts with incomplete information. The intake should help you save progress, identify missing facts, and create a clean next-step list instead of forcing guesses.

Use working answers

Save a best-current answer and flag it for later review when you are unsure.

Keep copies organized

Upload or list copies only when the platform says document storage is configured and authorized.

Review before relying

Generated drafts and summaries remain working materials until final review and signing or filing steps are complete.

Designed to be finished

You do not need every answer to get a useful result.

Answer what you know

Unknown answers can remain visible as questions to resolve instead of blocking your progress.

Use copies only

List document names or upload copies when allowed. Keep originals safe and do not use the site as your only storage.

Save a clear next step

Your summary can point to planning, updates, probate, document gathering, professional help, or optional review.

After the form

You can save, print, download, or continue.

The free starting summary is a working guide. It does not make a document final, filed, funded, transferred, or safe to sign.

Deterministic non-AI Matter Path

See a starting path, why it was selected, and what remains uncertain.

This brief check creates a preparation score and visible reasons. It is not legal advice, legal readiness, filing readiness, document validity, or a prediction.

Saved on this device only: This release does not transmit your answers, create an online account, contact Estate Law Aid, or send information to a professional. Review, export, or clear device-saved data.
Start with what you know: Use copies, phone photos, or document names. You can save a draft, return later, and fill in missing details. Do not upload originals or rely on the site as your only storage location. Drafts are working materials and should not be signed or relied on until the right review and finalization steps are complete.
Form help: Required fields are marked by your browser. The completion meter will update as you answer.
Family and planning details
Assets and document details
Continue Device-Saved WorkManage Device Data

Before you submit

A good first start should leave you with saved next steps, not pressure.

Answer what you know

Unknown details can stay as questions. Do not guess names, dates, assets, signatures or court information.

Save the matter

Name the workspace so you can return to drafts, document-copy names, questions and review options later.

Choose review separately

Self-guided use, organization help, preparation help and attorney review remain separate choices.

Free preparation tools

Compare text, inventory documents, check consistency, and build one organized packet.

Compare two versions

See added and removed lines with exact source-line references and changed date or amount signals.

Compare documents
Check names and roles

Review name and role labels across a will, trust, powers of attorney, health-care directive, and beneficiary-designation notes.

Check consistency
Build a preparation packet

Organize goals, people, assets, documents, stated dates, professional questions, and comparison notes.

Build packet
Inventory document status

Track versions, original or copy locations, user-entered status and follow-up questions without deciding legal validity.

Inventory documents
Keep control of your data

These tools work in this browser. Nothing is uploaded, filed, legally evaluated, or sent.

Review device data

Professional preparation

Combine your saved work into one handoff packet

Bring compact results, goals, questions, and service preferences together before contacting a professional. Nothing is submitted automatically.

Prepare a Handoff Packet

Review life changes and asset alignment

Use two new browser-local organizers to identify documents, roles, beneficiary or ownership questions, sources and follow-ups that may need professional review.