Exploring
Probate help, for executors.
A guided workflow for the person named executor in someone else's will — filing with the court, notifying creditors, inventorying assets, closing accounts.
Most people named as an executor have never done the job before. The probate court doesn't send a welcome kit. A good probate workflow walks the executor through the state-specific steps — filing deadlines, inventory requirements, creditor notice periods, distribution rules — and helps them keep track.
What we're planning
The executor's side of the story.
Case intake
Upload the will, identify the court, enter the decedent's basic info. State-specific workflow branches from here.
Filing checklist
The documents and deadlines that actually apply in this court, not a generic list. Tracks what's submitted and what's outstanding.
Inventory builder
Log assets, debts, and account balances as they're confirmed. Exports the form the court wants.
Creditor & beneficiary notices
Notice templates and address tracking. Who was notified, when, and what they claimed.
Distribution tracker
As distributions happen, record who received what. Produces the final accounting at the end.
Lawyer handoff
For estates that need counsel, structured export of everything Trustwise captured — saves hours of intake.
Pricing approach
Three tiers, attorney-supported.
Self-service probate
$299
Guided workflow, court forms, deadline tracking, inventory + accounting tools. For executors with simple estates and confidence to file paperwork.
Attorney-supported probate
$899
Self-service tools plus a network attorney in your state who reviews filings, answers questions, and signs off on the final accounting. For most executors.
Full-service probate
$2,500+
Network attorney handles the case end to end. You provide documents and decisions; the attorney files everything. For complex or contested estates.
Indicative pricing. Actual fees depend on state, estate size, and any contests or complications. Court fees pass through directly.
When you need help today
In probate right now? Here's where to start.
The probate workflow isn't shipping yet. If you're actively executing an estate, the right path is:
- Find a probate attorney in the deceased's state of residence — most state bar associations have referral services.
- Get the original will. The probate court won't accept a copy unless you can show the original is lost.
- File the will with the probate court within the state's deadline (usually 30-90 days from death).
- Open an estate bank account once you have Letters Testamentary.
- Notify banks, the IRS, Social Security, life-insurance companies, and the post office.
Email support@cocreateidea.com if you want a personalized starting point — we'll help you find a state-specific resource even though we don't have the productized service yet.
Tell us you want this.
Probate workflow ships after the core document set. We'll email you when it's available in your state.
The best probate is the one your loved ones don't have to do.
A funded living trust avoids most probate work entirely. Take the will-or-trust quiz to see if a trust fits your situation.