Probate guides
Clear guidance for the work ahead
Focused explanations for the major stages of estate administration—without turning every answer into another checklist.
Guide library
Four essentials, ordered by workflow.
Start herePersonal representative dutiesUnderstand the responsibilities, records, decisions, and common risks involved in administering an estate.PlanningThe probate timelineSee the common phases, realistic timing, frequent delays, and priorities for the first 7, 30, and 90 days.CreditorsNotice to creditorsLearn how to notify creditors, track claims and proof, and preserve a reliable record of the process.CloseoutHow to close a probate estateReview the final accounting, distributions, receipts, records, and filings commonly needed at closeout.
Ready to organize the estate?
Move from general guidance to one workspace for tasks, documents, accounting, property, and reporting.