You've just become an Executor or Trustee.
We'll show you exactly what to do next.
Being named executor or trustee is a second job no one trains you for. New Executor & Trustee Guide turns the pile of mail and accounts into a clear, step-by-step checklist made for your situation — including what each bank actually requires.
Don't want to handle it yourself? We'll do the work — every account, the paperwork, the follow-up. Usually chargeable to the estate. See how ↓What to do next
A job you didn't apply for, with no instructions
You're grieving and suddenly responsible for everything. We built this for that exact moment.
There's no manual, no order of operations, and the stakes feel huge.
Every institution wants different documents — and won't tell you which until you call.
Courts and creditors have hard dates, and you can be held personally responsible.
Statements, bills, a will you half-understand, accounts you didn't know existed.
Three steps. As simple as a notes app.
You don't need to know everything up front. Add what you find, when you find it.
Add what you find
A bank statement, the house, a bill, a beneficiary. Tap "Add" as things turn up — soon, just photograph the mail.
Get your real to-do list
The app instantly builds an ordered checklist for your state, your role, and your specific banks — and updates it every time you add something.
Work it, one step at a time
Tap to call the right department, see what to bring, track deadlines, check things off. Nothing falls through the cracks.
Not a generic article. A plan made for you.
Made for your situation
It knows the rules for California, Florida, Texas, and New York, with or without a will, individual or joint accounts — and re-plans as you learn more.
Who to call & what they need
The exact estate-department number and required documents for Chase, Bank of America, Wells Fargo, Schwab, Fidelity, Vanguard and more.
Deadlines you can't miss
Court filings, creditor windows, tax dates — surfaced on your list before they become a problem.
A checklist that adapts
Discover a new account months in? Add it and the whole plan adapts around it — without losing a thing you've already done.
The most sensitive details — kept where only you can see them.
You're trusting us with a loved one's entire financial life. We built the app so that we never hold the keys to it.
- Encrypted on your device
Your estate is locked with a key only you hold. We literally cannot read it. - Never sold, never used to train AI
Your information is yours. Full stop. - Export or delete anytime
Take your data with you or wipe it for good, whenever you want.
Don't want to deal with the details yourself? Let us do the work.
Every bank, brokerage, insurer, and lender has its own estate department, its own forms, and weeks of hold music. We make the calls, prepare exactly what each one requires, and follow up until every account is where it belongs — and we do the first month's paperwork too: certificates, the credit bureaus, Social Security, the tax ID. You sign; we do the rest, and you see each account's status the whole way. Priced by your list, reimbursable from the estate.
Honest answers
Is it really free? +
Yes — the app and your checklist are completely free. We earn money only if you later choose to hire Four Lines Fiduciary for the complex court accounting. Using the app to organize everything yourself costs nothing.
Is this legal advice? +
No. New Executor & Trustee Guide is an informational tool to help you organize and keep track of the steps to settle an estate. It isn't legal advice, and you should confirm specifics with the institution and, where needed, an attorney.
Is my financial information safe? +
Your estate information is encrypted on your phone with a key only you hold — we can't read it, we never sell it, and we never use it to train AI. You can export or permanently delete everything at any time.
Where does it work? +
It works in every state. The state-specific deadlines, dollar thresholds, and statute references are built in for California, Florida, Texas, and New York. Everywhere else you get the full general checklist — the steps that apply in almost every state — with every deadline marked "confirm locally," and the app tells you so up front.
Do I need an account? +
No. There's no sign-up and no login. Your checklist lives encrypted on your phone; export it anytime from Settings, and back it up if you change phones.
Start with one thing you know.
Download New Executor & Trustee Guide, add the first account or bill you've found, and watch the path forward appear.