Start your estate settlement

Take this 60-second questionnaire to find out whether you qualify for an easier way to settle an estate.

Has the person passed away?

Yes, they have passed away Not yet, but they are close to passing No, I am planning for the future

When did your loss occur?

Make your best guess if you don’t know the exact date.

What is the total estimated value of the estate?

Less than $50,000 $50,000 - $250,000 $250,000 - $500,000 $500,000 - $1 Million $1 Million - $5 Million Over $5 Million

Are you experiencing any family conflicts in settling the estate?

Family members dispute the validity of the will or trust Family members disagree over who should be in charge Disagreement about how assets should be divided Executor/trustee not acting fairly/efficiently None of the above

Did your loved one have a Trust and/or Will?

Trust Will Neither Unsure

Who is your loved one?

We’ll only use this information to make the next steps easier to follow.

What’s their name?

What is your relationship to them?

What state did your loved one live in?

Do you also live there?

Yes No

What state do you live in?

What types of assets did your loved one leave behind?

Real EstateHome, land, rental property Bank accountsChecking, savings, CDs InvestmentsStocks, bonds, brokerage accounts InsuranceLife insurance, annuities Retirement accounts401(k), IRA, pension VehiclesCars, boats, RVs I’m not sure

What types of debts did your loved one leave behind?

Mortgage or home loanHouse, property loans Credit cardsUnpaid balances, credit card bills Other loansCar loans, personal loans, student loans Tax debtUnpaid federal, state, or local taxes Medical billsHospital bills, treatments, healthcare costs I’m not sure None of the above

Where can we reach you to discuss your situation and next steps?

First name *

Last name *

Phone number *

We’ll only use it to contact you about your inquiry.

Email *

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