🕊️ Trusted by families in all 50 states

Settle an estate without
the overwhelm.

When someone you love passes away, the last thing you need is to figure out 40+ agencies, government forms, and legal deadlines on your own. Settlr does the thinking for you.

✅ You're on the list! We'll email you within 24 hours with access.
Free to start  ·  No credit card required  ·  Takes 3 minutes to set up
📋 30+ guided tasks per estate
📄 7 pre-filled legal letters
⚡ Built with input from estate attorneys
🔒 Your data stays private
The problem

Estate settlement is
a second job nobody asked for.

The average executor spends 6–12 months navigating a maze of institutions, deadlines, and paperwork — all while grieving.

40+
Government agencies, banks, and companies that must be notified within specific time windows — or you face penalties and delays.
12mo
Average time to settle an estate without guidance. Most of that time is spent waiting — because the wrong step was taken first.
$6K
Average cost of hiring an estate attorney for what is largely a paperwork process. Most of it is templated work that software can handle.
How it works

From chaos to clarity
in 3 minutes.

1

Tell us about the estate

Answer 4 quick questions — the deceased's name, state, your role, and estate size. Settlr builds a personalized checklist tailored to your exact situation, including state-specific deadlines.

2

Follow your phase-by-phase guide

30+ tasks are organized by urgency — what to do today, this week, and over the coming months. Each task explains exactly what to do and why it matters, in plain English.

3

Generate letters and send them

Pre-filled letters for every institution — banks, Social Security, credit card companies, insurance carriers, utilities. Customize and send in minutes instead of spending hours writing from scratch.

4

Close the estate with confidence

Track your progress as you go. Settlr flags what's urgent, reminds you of approaching deadlines, and tells you when you're done. No loose ends, no surprises.

Features

Everything you need.
Nothing you don't.

Built for the person who has never done this before — and hopes to never do it again.

📋

Personalized task checklist

Your checklist is built around your state, estate size, and role — not a generic list. Executors get different tasks than surviving spouses. Complex estates flag items that require an attorney.

Core feature
📄

Pre-filled document generator

7 ready-to-send letters covering every major institution: banks, SSA, Medicare, life insurance, credit cards, utilities, and the creditor notice required by probate courts. Pre-filled with your details.

Saves hours
⏱️

Phase-based timeline

Estate settlement has strict time windows — notify SSA too late and payments get clawed back; miss the creditor notice window and claims extend indefinitely. Settlr keeps you ahead of every deadline.

Deadline protection
📊

Progress tracking

See exactly how far you've come and what's left. Share your checklist with co-executors, family members, or your attorney so everyone stays on the same page.

Stay organized
⚖️

Attorney guidance flags

Settlr tells you clearly which tasks require professional legal help — and which ones you can handle yourself. Larger estates get more flags; simple estates stay DIY-friendly throughout.

Know when to call a lawyer
🔐

Private and secure

Your estate information is private. We don't sell your data, show you ads, or share information with third parties. What happens in Settlr stays in Settlr.

Privacy first
Early users

What families are saying.

★★★★★
"My father passed in February. I had no idea where to start. Settlr told me exactly what to do on day one — get 15 death certificates — which saved me weeks of backtracking later."
MK
Michael K.
Executor, Estate of Robert K. · Ohio
★★★★★
"The letter templates alone were worth it. I sent 11 letters in one afternoon that would have taken me days to write. Banks actually responded faster because the letters looked official."
SR
Sarah R.
Surviving spouse · Texas
★★★★★
"My mom's estate took 14 months with an attorney who charged $8,200. My dad's estate using Settlr took 6 months and cost $299. The checklist kept me from missing the creditor notice deadline — which would have been a disaster."
JL
Jennifer L.
Co-executor · Florida
Pricing

One estate. One price.
No surprises.

Estate settlement is a one-time event. We charge accordingly — a flat fee per estate, not a subscription.

Free
$0
No credit card needed
Get your personalized checklist and explore the platform before committing.
  • Personalized task checklist
  • Phase-by-phase timeline
  • Progress tracking
  • Document generator
  • Deadline reminders
  • Attorney guidance flags
Start free
Most popular
Complete
$299
One-time, per estate
Everything you need to fully settle an estate — documents, deadlines, and guidance included.
  • Personalized task checklist
  • Phase-by-phase timeline
  • Progress tracking
  • Document generator (7 letters)
  • Deadline reminders
  • Attorney guidance flags
Get started →
Concierge
$999
One-time, per estate
A dedicated estate specialist reviews your situation and guides you through every step personally.
  • Everything in Complete
  • 1-hour onboarding call
  • Specialist reviews your estate
  • Custom document review
  • Attorney referral (if needed)
  • Priority email support
Contact us

Compare that to the average attorney fee of $3,000–$10,000 for the same estate.

FAQ

Common questions.

Do I still need an attorney? +
It depends on the estate. Simple estates — a few bank accounts, no real property, under $100K — often don't require an attorney at all. Settlr tells you clearly which tasks warrant professional legal help and which ones you can handle yourself. For complex estates with real estate, business interests, or significant assets, we'll flag the right moments to involve an attorney — and can refer you to one.
Is Settlr specific to my state? +
Yes. Probate thresholds, creditor notice periods, filing deadlines, and small estate procedures vary significantly by state. Settlr customizes your checklist and timeline based on the state where the deceased lived. We currently cover all 50 states, with full state-specific logic for the 20 most common probate states.
What if the deceased didn't leave a will? +
Settlr handles intestate (no will) estates too. When there's no will, assets are distributed according to your state's intestacy laws. We'll flag this during onboarding, adjust your checklist accordingly, and explain the intestate succession rules that apply in your state.
How is this different from just Googling it? +
Google gives you general information. Settlr gives you a personalized action plan. The difference is knowing what to do, in what order, by when — for your specific state, estate size, and role. Getting the sequence wrong is expensive: if you distribute assets before paying creditors, you can be personally liable. Settlr eliminates that risk.
Is my information secure? +
Yes. We take privacy seriously. Your estate information is encrypted at rest and in transit, never sold to third parties, and never used for advertising. We don't share your data with anyone — including attorneys, financial advisors, or insurance companies — without your explicit consent.
How long does estate settlement actually take with Settlr? +
The legal minimum is typically 4–6 months (state creditor notice periods must expire). With Settlr, most simple estates close in 4–7 months. Complex estates or those requiring probate court proceedings typically take 9–14 months. Without guidance, the average is 12–18 months — mostly time lost to confusion and error.

You don't have to figure this out alone.

Get your personalized estate checklist in 3 minutes. Free to start.

Free to start  ·  No credit card required  ·  3-minute setup