Save a best-current answer and flag it for later review when you are unsure.
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.
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.
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.
Upload or list copies only when the platform says document storage is configured and authorized.
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.
Unknown answers can remain visible as questions to resolve instead of blocking your progress.
List document names or upload copies when allowed. Keep originals safe and do not use the site as your only storage.
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.
Before you submit
A good first start should leave you with saved next steps, not pressure.
Unknown details can stay as questions. Do not guess names, dates, assets, signatures or court information.
Name the workspace so you can return to drafts, document-copy names, questions and review options later.
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.
See added and removed lines with exact source-line references and changed date or amount signals.
Compare documentsReview name and role labels across a will, trust, powers of attorney, health-care directive, and beneficiary-designation notes.
Check consistencyOrganize goals, people, assets, documents, stated dates, professional questions, and comparison notes.
Build packetTrack versions, original or copy locations, user-entered status and follow-up questions without deciding legal validity.
Inventory documentsThese tools work in this browser. Nothing is uploaded, filed, legally evaluated, or sent.
Review device dataProfessional 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 PacketReview 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.