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laws vary by state and change over time; the thresholds and steps shown are general guidance and may be incomplete or out of date.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 is the companion that 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. It helps you stay organized, on schedule, and ready for the court. A PLAN BUILT FOR YOUR STATE Answer a few questions and Settle builds a step-by-step plan tailored to your state and your situation — with deadline reminders so nothing slips. Each step explains why it matters and how to do it, in plain language. PHOTOGRAPH IT, NEVER LOSE IT Snap a photo of any statement, bill, or notice. Settle files it by type and institution automatically, so the paperwork pile becomes a searchable, organized vault. EVERY ASSET AND DEBT IN ONE PLACE Build a clear estate inventory of accounts, property, and debts — and see the net estate value at a glance. Exactly what the court and the family want to know. TRACK EVERY REIMBURSABLE DOLLAR Estate-administration expenses are commonly reimbursable. Settle keeps a clean ledger of what you paid and what's owed back to you, with a running reimbursable total. COURT- AND FAMILY-READY REPORTS Produce a professional inventory report and expense ledger as PDFs in one tap — ready for the probate court, the CPA, or a family member who asks "where did the money go?" EXECUTOR FEE ESTIMATOR Estimate the executor's fee for your state and estate value, based on published statutes. YOUR DATA STAYS YOURS Everything you enter stays in the app's encrypted storage on your device. We never sell your data. And your raw data export is free, forever — even if you cancel. Your family's records are never held hostage. HONEST PRICING The Estate Pass is a flat $149/year (or $19.99/month) with a 7-day free trial — no $2,000 concierge, no per-hour lawyer, no desktop software. If you ever stop subscribing, you keep read-only access and free export. 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. Deadlines and requirements vary by state and situation — always confirm important dates and forms with the probate court or a licensed attorney. Settle is not a law firm.