Get a Personalized Probate Action Plan
This is the paid next-step report for people who already know probate is likely, or who want a structured case brief before they talk with a lawyer. It is built around your state, county, role, asset mix, and what you have already done.
Your plan gives you a structured summary, ranked next steps, and a lawyer-ready case brief before you spend time explaining the basics from scratch.
If you are not sure probate is even required, take the free 2-minute probate assessment first
Use this page after the free assessment
This page is the paid product page. It is not the main educational starting point. If you still need the basic map, use the free resources first and come back when you want a tailored report.
Free Probate Assessment
Start here if you are still deciding whether probate is likely or whether a shortcut may apply.
Probate Hub
Use the hub for the broad overview of process, costs, timing, forms, and related tasks.
Probate Process
Read the step-by-step process if you want the educational version before buying a custom plan.
Probate Costs
Review the cost stack before you decide whether a paid plan or paid legal help is the better next step.
What's in Your Plan
Nine sections of personalized guidance, built from your answers and your state and county rules.
Situation Summary
A clear overview of your estate situation based on your answers.
Likely Probate Path
Whether formal probate, a simplified process, or a non-probate transfer path may be worth verifying.
Next 7 Days
Your top 5 immediate action items, prioritized by urgency.
Documents to Gather
A ranked checklist of what to collect: death certificates, will, deeds, titles, and more.
Asset Routing Notes
Asset-by-asset notes on records and transfer paths to verify.
County Appendix
Court name, clerk contact, forms, fees, and filing details for your county (where available).
Risk Flags
Potential complications flagged early: real property issues, multi-state assets, disputes, and more.
When a Lawyer Is Worth It
Factual flags that often make professional help worth considering.
Attorney Prep Summary
A one-page case summary you can print and bring to a lawyer.
Who This Is For
Named as executor or personal representative
Handling a loved one's estate without a lawyer
Already know probate is likely and need a clear order of operations
Need a lawyer-ready summary before the first probate consultation
Preparing to meet with a probate attorney
How It Works
Answer a Few Questions
Tell us about your situation: state, county, role, estate details, and what you have done so far. Takes about 5 minutes.
Secure Checkout
One-time payment of $19. No subscription, no account needed. Powered by Stripe.
Get Your Plan
Your personalized plan is delivered to your inbox in about 15 minutes. View it online, download the PDF, or print it.
What This Is Not
Not a template. Every report is built from your answers and available source data for your specific combination of facts: your state, county, assets, family, and timeline.
Not legal advice. We reference available county filing-fee, court-source, and timing context that you should verify before acting.
Not a replacement for a lawyer. It is preparation for a more focused attorney conversation, not attorney review or representation.
Frequently Asked Questions
What exactly is a Probate Action Plan?
It's a personalized informational report based on your situation: your state, county, estate details, and role. It explains a likely probate path to verify, suggested next steps, documents to gather, and when professional help may be worth discussing.
Is this legal advice?
No. This is informational guidance based on your answers and publicly available state and county rules. It helps you understand your situation and prepare, but it is not a substitute for a qualified attorney.
How long does it take to get my plan?
You'll receive your plan within about 15 minutes of completing checkout. It arrives by email with a PDF and a temporary link to view it online.
What if my plan isn't useful?
Email us with the checkout email and a short note. We review support requests case by case.
Do I need to create an account?
No. Just answer the questions, check out, and your plan is delivered to your email. No login or account needed.
Can I use this plan when meeting with a lawyer?
Yes. The plan includes an attorney prep summary: a structured case overview, key facts, unknowns, and questions to ask so the first meeting can start with better context.
Ready to Know Your Next Steps?
Get a personalized informational plan built around your situation, your state, and your county.
Get My Probate Action PlanThis content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in your state can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.