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Honor & Keep

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Settling an estate without a lawyer

A free tool for people who have just lost someone and been handed the paperwork.

What it does

Answer about ten minutes of plain questions and it produces a phased checklist — this week, this month, this quarter — built for the state the person died in and the situation the family is actually in. It prepares the notification letters institutions ask for, tracks who has been told, and links to the exact statute, court form, and county office needed at each step.

What it costs the person you hand this to

Nothing, for the part that matters most. The full plan, the state-specific rules, every source link, the tracker, and watermarked copies of every document are free with no account and no card. Paid tiers ($99–$899, one-time, never a percentage of the estate) remove the watermark and add multi-executor and multi-state features.

And if paying would hurt, it's free. One sentence saying money is tight — no documents demanded, no proof, no review. That programme is called No One Settles Alone and it has no cap.

Why you might trust it in front of a client

  • 83 cited sources. Every dollar figure and deadline links to the statute, official form, or agency page it came from, with the date it was last verified.
  • State thresholds are applied by date of death, not just the current number. Example: Florida raised its summary administration cap from $75,000 to $150,000 effective 1 July 2026, and the codified statute page still showed $75,000 months afterwards.
  • It flags when a person should stop and see a lawyer — minor children, a dispute, an estate that may not cover its debts — before they file anything.
  • No referral fees or commissions from banks, insurers, or funeral homes. It never holds or touches estate money.

What it is not

It is self-help document preparation software. It is not a law firm, it gives no legal advice, and it does not decide what someone's situation requires. The person fills in their own documents and remains responsible for what they send. It does not replace you.

If you serve people who can't pay

Probate self-help centres, legal aid organisations, law school clinics, hospice social workers, and credit unions: bulk access is free or at cost. No branding requirement, no obligation to promote it, and we ask for none of your clients' information.

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Sources and verification dates: /sources

Partner enquiries: john@idamil.com

IdaMil LLC is not a law firm and does not provide legal advice. Self-help software and document preparation only. For legal advice, consult a licensed attorney.