Losing a loved one is overwhelming. EstatePath gives you a clear, step-by-step guide on what to do, who to contact, and how to protect assets.
Sign in with email to use the app, save your progress, and export your estate package.
See exactly how each asset reaches its beneficiary — hover to trace the flow
Assets
Life Insurance
$350K
401(k)
$210K
Living Trust
$290K
Primary Home
$480K
Brokerage Acct
$160K
Vehicles
$42K
Beneficiaries
Sarah (spouse)
$350K
Michael (son)
$210K
Trust Beneficiaries
$290K
Estate / Heirs
$682K
$560K
2 assets
Bypasses probate instantly
$290K
1 asset
Managed by trustee
$682K
3 assets
Court-supervised process
Tools designed for clarity and peace of mind during an overwhelming time.
Phased checklist from first 24 hours through the first year and beyond.
Understand how assets transfer: probate, trust, beneficiary designation, and more.
Upload wills and trusts to extract key information automatically with AI.
Know which documents you need, who provides them, and how to obtain them.
Probate rules, thresholds, and resources tailored to your loved one's state.
Download a beautiful color-coded report with flowchart, checklist, and contacts.
Get a personalized estate guide in minutes.
Tell us about your loved one and their estate situation.
Receive a customized checklist, asset map, and resource library.
Download a polished report with everything you need in one place.
EstatePath vs. other estate and bereavement tools. Full comparison on the Compare page.
| Feature | EstatePath | Everplans | EstateExec | Empathy |
|---|---|---|---|---|
| Guided checklist | ||||
| Asset flow map | — | — | ||
| Liabilities / debts | — | — | ||
| Bills & accounts to close | ||||
| Document vault | — | |||
| Family sharing |
Pricing: EstatePath — Free guide & local resources; $99 one-time for full access (typically reimbursable as an estate administration expense). Everplans — $99.99/yr premium. EstateExec — one-time per estate. Empathy — subscription or B2B.
In most cases, the cost of EstatePath is a reimbursable estate administration expense.
Answer a few questions about your loved one and receive a personalized guide tailored to their state and situation.
Disclaimer: General informational guidance only. Not legal, financial, or tax advice. Full disclaimer