You've just become an Executor or Trustee.
We'll show you exactly what to do next.
Being named executor is a second job no one trains you for. FLC Fiduciary Assist turns the pile of mail and accounts into a clear, step-by-step checklist made for your situation — including what each bank actually requires.
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 and Florida, 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.
And for the part nobody wants to do — we'll do it for you.
Most of settling an estate is organization, and the app handles that. But the court accounting — the formal, line-by-line report a judge requires — is genuinely difficult. When you reach it, FLC Fiduciary Assist connects you to the licensed fiduciaries at Four Lines Fiduciary, who can take it off your plate entirely.
No pressure, no upsell pop-ups. It's there in the app the moment you actually need it.
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. FLC Fiduciary Assist 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? +
FLC Fiduciary Assist covers California and Florida today, with more states on the way. The general checklist is useful anywhere, but the state-specific deadlines and rules are tailored to CA and FL for now.
Do I need an account? +
Yes — a free account keeps your checklist safe across reinstalls and lets us send deadline reminders. It takes about a minute to set up.
Start with one thing you know.
Download FLC Fiduciary Assist, add the first account or bill you've found, and watch the path forward appear.