.svg)
$29
This guide answers that question completely. It gives you a full organized checklist of every document you will need when managing a loved one's estate. Bank statements. Insurance policies. Property records. Digital accounts. It is all here.
You do not need to know what any of it means yet. You just need to know what to look for. That is what this is for.
- Every document you need, categorised and explained
- Where to find documents you can't locate
- What to do when something is missing
- How to organise digital accounts and subscriptions
Anyone who has just lost someone and isn't sure what paperwork to start with. A perfect first step for any estate, simple or complex.
- The Document Organizer (valued at $29)
- The Probate Preparation Guide (valued at $79)
- Additional resources and reference materials
- A clear framework for what to do and in what order
Most people who start with one guide end up needing the other. The Complete Estate Guide gives you both from the beginning so you are never left looking for the next piece.
$139
The Complete Estate Guide includes both guides plus additional resources to help you navigate the full process from start to finish. It is our most comprehensive option and the best value for anyone managing an estate for the first time.
$79
This guide takes care of that. It walks you through what probate is, how to figure out whether it applies to your situation, and what the process generally looks like. All in plain language.
This is not legal advice. What it is is the thing that helps you walk into a lawyer's office feeling informed instead of lost.
- What probate is and what it is not
- The key factors that determine whether an estate goes through probate
- A clear overview of what the probate process involves
- The right questions to ask a lawyer when you are ready
- Common mistakes people make early on and how to avoid them
Anyone trying to understand whether probate applies before spending money on legal consultations they may not need yet.
Frequently Asked Questions
