New Executor & Trustee Guide

Losing someone is hard enough. Being named the executor of a will or the successor trustee of a trust — and suddenly facing probate deadlines, banks, and paperwork you've never dealt with — shouldn't make it harder. New Executor & Trustee Guide turns settling an estate into a clear, calm checklist that adapts to your situation. Whether you're going through probate or administering a living trust, answer a few questions, add accounts and assets as you find them, and the app builds a living to-do list that tells you what to do next, in what order, and why. WHAT IT HELPS YOU DO • Know the first steps — the practical "first 48 hours" tasks people miss: securing the phone and its passcode, stopping auto-payments, finding the will, and safeguarding the home and mail. • Stay ahead of deadlines — see time-sensitive probate and estate tasks with plain-English explanations of why they matter and what happens if they're missed. • Handle each account — add a bank, brokerage, retirement account, or property, and get a tailored set of steps for that institution, including who to call and what documents they'll ask for. • Scan a statement — snap a photo and the app reads the institution, account, and balance on your device to save you typing. (An optional AI assist is available only if you choose to turn it on.) • Keep everything in one place — assets, contacts, documents, and notes, organized instead of scattered across drawers and inboxes. WHO IT'S FOR • Executors and administrators handling a probate estate • Successor trustees of a living or irrevocable trust • Family members settling a loved one's estate after a death, with or without a lawyer • Anyone planning ahead who wants to make things easier for whoever will one day serve Estate administration — often called probate when it goes through court — means notifying institutions, inventorying assets, paying debts, and distributing what's left to the heirs. New Executor & Trustee Guide keeps every one of those steps in order, so nothing important slips through during a hard time. PRIVATE BY DESIGN Your information stays on your phone, encrypted. There are no accounts to create and no sign-in. We don't sell your data, and the estate details you enter never leave your device unless you explicitly choose an optional feature that needs them. Free to use. Note: New Executor & Trustee Guide provides general educational information and organizational tools to help you keep track of settling an estate. It is not a law firm or a financial advisor and does not provide legal, tax, or financial advice. For guidance on your specific situation, consult a qualified attorney or professional.