Settle the estate with care.
Know the first steps. Pay debts the right way. Distribute and close it. Loop in a lawyer to guide you.
From first steps to distribution
Inhouse executes every step, from the first filing to the final distribution.
Know what to do
in the first weeks
- Will or no will, small estate affidavit or probate, for the state they lived in
- Life insurance, benefits and accounts found and claimed in the right name
Get the legal
authority to act
- A small estate affidavit or a petition to open probate, ready to file
- Notices to heirs, and the paperwork banks, insurers and the DMV ask for
Gather assets
and pay the debts
- An inventory of property, accounts and vehicles, with values
- Notice to creditors and a plan to pay debts and bills in the right order
Distribute and
close the estate
- Status reports and a final account for the court, filed on time
- Heir agreements, receipts and deeds that finish the distribution
Pricing
Two ways to settle it
Do it yourself with expert AI. Bring in a lawyer when it counts.
Inhouse AI
Inhouse drafts the estate filings and guides each step.
- Advice on probate, small estates and an executor’s duties
- Affidavits, inventory, creditor notices and the final account
- Checklist of court deadlines, notices and filings
- Step-by-step help to file, distribute and close
Legal services
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Accuracy Guarantee
Discounted legal services
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What we
see go wrong
Cheap to avoid in the first months. Expensive later.
Depositing estate checks into the wrong account
A trust and an estate are separate, and banks go by the payee’s name. Ask each payer to reissue a check that’s made out wrong.
Opening full probate when a simpler path fits
Many states let small estates skip full probate. One Oregon family learned one heir could file an affidavit to retitle a truck.
Missing the executor’s filing deadlines
North Carolina expects an inventory within 90 days and notice to creditors early on. Put every estate deadline on a calendar on day one.
Paying your fee before the gifts in the will
One executor took his fee while a $10,000 charity gift was still unpaid. Pay specific gifts and debts before fees and the remainder.
Letting the estate stay open for years
Courts ask for status reports when an estate stays open. Set a target date to close, and report your progress if you need more time.
Distributing without a final account and receipts
Without signed receipts and a release, questions can come back later. File the final account and collect a receipt from each heir.
Results
Real examples of how we’ve helped families settle estates.
A family took an estate with no will from inventory to final distribution.
The court had named two co-administrators. Inhouse drafted the inventory, an agreement and release among the heirs, a deed for the house, and the final report asking the court to approve distribution.
6
documents, from inventory to discharge
No will, and every heir signed off
Years after his father’s death, he filed a status report with a plan to sell land and close.
He caught up on a required account and sent a $10,000 gift the will had left to a charity.
Start with the national policy locator, her bank records and the state’s unclaimed property search.
Maybe not. Oregon’s small estate affidavit can fit, and we laid out the steps to file it.
Yes. One heir can file a small estate affidavit, retitle the truck and distribute after four months.
A trust and an estate are separate, so we drafted letters asking each insurer to reissue its check.
Inventory, creditor notice and accounting deadlines, plus what an heir can do when nothing moves.
The administrator’s duties under Nevada law, and the facts a motion to compel would need.
Talking points on notice defects, the $44,502 in arrears against the equity and the listing price.
A demand for a formal trust accounting and a notice rescinding the sale of your share.
We revised it with the inventory, the accounts and the plan to sell the land and close the estate.
An inventory, an heir agreement and release, a deed for the house and the final report for discharge.
Related documents
Beneficiary letter
Keep heirs informed, in writing.
Petition for probate
Ask the court to name you to act.
Final account
Show the court every dollar in and out.
Small estate affidavit
Collect a small estate without full probate.
Estate inventory
List property, accounts and values.
Notice to creditors
Give creditors notice and a deadline.
Status report
Tell the court where the estate stands.
Heir distribution agreement
Agree on who gets what, in writing.
Receipt and release
Confirm each heir got their share.
Deed from the estate
Transfer the house to an heir or buyer.
Check reissue request
Ask a payer to fix a check made out wrong.
Demand for trust accounting
Ask a trustee to show the numbers.
Declaration
Your sworn account of the facts.
Hearing outline
Know what you’ll say before you walk in.
Timeline of events
What happened and when, date by date.
Settlement agreement and release
Resolve a family dispute for good.