
Settle: Probate & Executor
Estate settlement checklist
About
This app guides you through the complex process of settling an estate, offering a step-by-step plan tailored to your state. It helps organize documents, track assets and debts, manage expenses, and generate reports for court and family.
What's New in Settle
1.3
October 2, 2026
A Today screen that answers "what now?", and the dates the law actually counts from. • Today — your progress, the next three steps chosen for where you actually are, what's due and what you're waiting on, in one place. • The dates the law counts from — add the date of death or the date the court appointed you, and the steps whose statute we've read are counted from the real trigger instead of the day you built your plan. 48 states now carry at least one, including California, Texas, Florida, Illinois and New York. Both dates optional, both clearable. • Timeline — every date now says whether your state set it or Settle suggested it. • Do I need probate? — your state's own published limits, measured against the figures you entered, with the statute behind each one. • What's complicated here — spots the things people usually get help with, and says what Settle keeps doing for you anyway. • Family update — share progress with relatives without exposing a single figure unless you choose to. • Attorney / CPA packet — everything in one PDF, plus a timeline and the open questions worth asking. • Search the whole estate at once, assign steps to the people helping you, and file documents against the asset or debt they belong to. • Scanning a document now reads it on your device and suggests how to file it. Nothing is sent anywhere, and nothing is filled in until you tap it. • Reminders are now one notification a day at most, and never name anything on your lock screen. • Better contrast, larger type support throughout, and Reduce Motion is respected.
MoreSubscriptions & In-App Purchases
Estate Pass Monthly
Flexible monthly access, cancel anytime
Developer apps
FAQ
What is Settle?
Settle is an organizational tool designed to guide you through the estate settlement process. It provides a step-by-step plan tailored to your state, helps organize documents, and tracks assets and expenses.
Does Settle provide legal advice?
No, Settle is an organizational tool and does not provide legal advice. It is not a substitute for a probate attorney, and users should always confirm important dates and forms with the probate court or a licensed attorney.
How much does Settle cost?
Settle offers a free version for basic organization. For full features, an 'Estate Pass' is available at $149.99 per year or $19.99 per month, with a 7-day free trial for the annual plan.
What happens if I stop subscribing to Settle?
If you stop subscribing, you will retain read-only access to your data and can still export your raw data for free. Your family's records will not be held hostage.
Can I export my data from Settle?
Yes, Settle allows you to produce professional inventory reports and expense ledgers as PDFs with one tap. Your raw data export is also free, forever.
Is my data safe with Settle?
Yes, all data entered into Settle is stored encrypted on your device. The app developers state they never sell user data.
What devices is Settle available on?
Settle is available on iPhone and iPad, supporting iOS devices.
How often is Settle updated?
The latest version of Settle is 1.2, which was last updated on September 8, 2026. This indicates regular updates to improve functionality and address user needs.








