EstateStep vs Settle

EstateStep helps you stay organized when you're settling a loved one's estate through the small-estate affidavit or simplified-probate process. Losing someone is hard, and the paperwork that follows can be overwhelming. EstateStep walks you through it one step at a time, on your own phone, at your own pace. WHAT IT DOES • Pick your state and enter the estimated estate value, and EstateStep shows whether the estate may fall under that state's small-estate affidavit threshold • Surfaces the affidavit/form name and general requirements for your state • Builds a checklist of the documents most estates need (death certificate copies, the will if there is one, asset inventory, ID, the affidavit form, and more) • Tracks your asset-collection progress — bank accounts, vehicles, property, and personal items — with collected vs. outstanding totals • Generates a clean filing summary you can share or print to take to the probate clerk IMPORTANT: EstateStep provides general information and organizational tools only. It is not a law firm, is not a substitute for a licensed attorney, and does not provide legal advice. Estate and probate laws vary by state and change over time; the thresholds and steps shown are general guidance and may be incomplete or out of date. Always confirm requirements with your local probate court or a licensed attorney before filing. ESTATESTEP PREMIUM (optional one-time unlock) • Track unlimited assets (free tracks up to 5) • Full filing-summary export and sharing • Premium checklist detail • Remove ads EstateStep is free and supported by ads. Premium is a single purchase that unlocks everything forever — no subscription.

Being named an executor is a 12–18 month job nobody trained you for. Settle tells you what to do next — one clear step at a time — from the day you start to the day the estate closes. Settle is an organizational tool, not a law firm, and does not provide legal advice. A PLAN BUILT FOR YOUR STATE Answer a few questions and Settle builds a step-by-step plan for your state and situation, with deadline reminders so nothing slips. Every step explains why it matters and how to do it, in plain language. WE SHOW OUR WORK Every deadline names the statute it came from and the date we last checked it — tap "Where this comes from" and read the source yourself. Steps are marked Required, May be required, or Recommended, so a court requirement never looks like a habit we made up. Where a licensed attorney hasn't reviewed your state's steps yet, the plan says so instead of pretending otherwise. PHOTOGRAPH IT, NEVER LOSE IT Snap any statement, bill or notice. Settle saves it instantly and opens a filing card you can tag in two taps — the paperwork pile becomes a searchable vault. EVERY ASSET AND DEBT IN ONE PLACE A clear inventory of accounts, property and debts, with the net estate value at a glance — what the court and the family both want to know. A LEDGER THAT HOLDS UP Log what you paid and what the estate paid, attach the receipt while you still have it, and see what's owed back to you. Settle flags what would weaken the accounting — spending with no receipt, money you haven't reimbursed yourself — while there's still time to fix it. REPORTS THE COURT AND THE CPA ACTUALLY WANT Inventory report and expense ledger as PDFs in one tap. Plus the receipt packet: your ledger numbered line by line, each receipt on its own page carrying the same number — so nobody goes hunting for them one at a time. EXECUTOR FEE ESTIMATOR Estimate the fee from your state's statutory schedule where it sets one. Where it sets no percentage, Settle won't invent a rate — it shows what the court actually weighs instead. YOUR DATA STAYS YOURS Everything stays on your device, protected by your device's encryption. No ads, no trackers, and we never sell your data. Your raw data export is free, forever. HONEST PRICING The Estate Pass is $149.99/year (or $19.99/month), starting with a 7-day free trial — no four-figure concierge, no hourly billing, no desktop software. If you ever stop subscribing, everything you've built stays readable in the app and your export stays free. WHAT'S FREE, WHAT'S PAID Free forever: your complete plan for your state, every deadline reminder, the inventory, the notice tracker, your first 10 documents, your first 10 ledger entries, and full raw data export. The Estate Pass unlocks unlimited documents and ledger entries, and every PDF report. SUBSCRIPTION DETAILS Estate Pass Annual — $149.99 per year (about $12.50 per month), starting with a 7-day free trial. Estate Pass Monthly — $19.99 per month. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel in your App Store account settings. Terms of Use (EULA): https://tuhin-014.github.io/app-policies/settle/terms-of-service.html Privacy Policy: https://tuhin-014.github.io/app-policies/settle/privacy-policy.html IMPORTANT Settle provides general organizational information, not legal advice, and is not a substitute for a probate attorney. Its state checklists come from published statutes and court sources and show when they were last checked; no state's steps have been reviewed by a licensed attorney yet, and the plan says so. Requirements vary by state, county and situation — always confirm important dates and forms with the probate court or a licensed attorney.