ProbatePlan is a private, shared workspace for a family going through probate. It holds the facts about the estate, every asset and debt, the documents that prove them, the deadlines that matter, and a record of what everyone has agreed to — so the person doing the work is organized, and the people counting on them can see it.
ProbatePlan is an organizer, not a lawyer. It does not give legal advice and nothing in it is a legal document. Read that part first.
When someone dies, whoever steps up to handle the estate inherits a pile of paper, a dozen institutions to call, statutory deadlines nobody told them about, and siblings who each want to know what is going on. The information ends up in a spreadsheet on one person's laptop, a folder of photos on a phone, and a thread of text messages.
ProbatePlan replaces that with one place the whole family can see. It was built by a family doing exactly this, and it is opinionated about the things that go wrong: figures that disagree with each other, documents nobody can find, a payment made in the wrong order, and an agreement that turns out to be about numbers that later changed.
Eight parts, in the order a family actually needs them.
Thirty-six questions that determine how an estate has to be administered — was there a will, who is named in it, what did the house's deed say, did accounts have beneficiaries. Each question explains what it is asking and why it matters, with a link to the relevant part of the reference guide.
Spreadsheet-style grids: click a cell and type, changes save on their own. Every column heading explains what belongs in it. Assets track ownership and beneficiary status, because that — not the value — decides whether something goes through probate at all.
A starter list of the bills that keep drawing on a deceased person's accounts — and the ones that must not be cancelled, like insurance on an empty house. Mark what is on autopay, who is handling it, and when it was last paid.
Attach a scan or a phone photo to the line it proves: the deed to the house, the title to the car, the payoff letter, the statement. Estate-wide documents like the will and the death certificate have their own place. Everything is listed in one gallery.
A to-do list the family shares, with owners and due dates, seeded with the steps most estates need. The overview surfaces the statutory deadlines that follow from the estate's own dates, and refuses to state a per-heir figure while material questions are still open.
A searchable, plain-language walkthrough of the probate process for the estate's state, cross-linked from the questions and columns that depend on it. Written to be read, and to be checked against the court and an attorney.
When the plan is ready, each participant reviews the same version and approves it. Every approval is bound to a fingerprint of the plan's contents, so if a figure changes afterwards the approval is shown as stale rather than silently carried forward. When everyone has signed, the plan can be downloaded as a PDF.
Every change, with who made it and when. Nobody has to wonder who edited the mortgage balance, and nobody has to explain it twice.
ProbatePlan is an organizing tool. It helps a family gather facts, keep documents together, track deadlines and agree on a plan. It is not a law firm, it does not give legal advice, and nothing produced in it is a legal document. A plan, a signed-off PDF, or an approval recorded here is a record of what a family has agreed among themselves for coordination purposes. It is not a will, a trust, a court filing, a contract of distribution, or a waiver of anyone's rights in an estate.
Probate law and court procedure vary from state to state and from county to county, and they change. The reference material in the app is general information and may not reflect the current rules where you are, or the facts of your estate. Always consult an attorney licensed in your state about the estate you are administering, and confirm anything you intend to rely on with the probate court in the county of residence. Using ProbatePlan does not create an attorney-client relationship with anyone.
If you would like help finding one, participants can opt in under Account to be contacted by a probate attorney licensed in their state. That is off by default, entirely optional, and explained in the Privacy Policy.
Sign in with the email address you were invited with. If you are not part of a plan yet, ask the person administering the estate to add you.
