Estate settlement, step by step

A loved one passed away. You are trying to figure out what happens next.

Maybe there is a will on the kitchen table. Maybe a bank froze an account. Maybe everyone assumes you already know what an executor does. You do not have to understand the whole process today. Start with the decision in front of you.

Private starting-point tool

Find the safest next action

Answer four broad questions. Nothing is submitted or saved. The result narrows the immediate task without pretending that one national checklist can decide a state probate question.

This tool runs in your browser. It does not ask for a name, email, account number or document.

Start with what happened

Estate questions become clearer when the guide begins with the reader’s actual problem rather than a legal category.

1

I was named executor

Learn what authority you have now, which duties begin immediately, and what may require court appointment first.

Get an executor starting point
2

There is no will

Understand the administrator role, intestate succession, and why state law and family structure change the path.

Explain the no-will situation
3

A court or asset is blocking me

Identify the document, ownership issue, deadline, creditor, tax task, or dispute that must be resolved next.

Describe the roadblock

The settlement journey

These stages are a planning map, not a universal legal sequence. The correct filings, deadlines, and shortcuts depend on the state, county, assets, ownership, will, trusts, debts, and disputes.

01

Confirm authority

Find the will, identify the named executor, and learn which court or small-estate route controls the process.

02

Protect property

Secure homes, vehicles, mail, digital accounts, and records before assets disappear or bills compound.

03

Build the inventory

List assets, debts, ownership, beneficiaries, and values with enough detail to support court and tax filings.

04

Open the legal process

File the correct petition or affidavit, obtain authority documents, and calendar jurisdiction-specific deadlines.

05

Handle claims and taxes

Notify creditors, pay valid obligations in the correct order, and complete required personal and estate tax work.

06

Distribute and close

Document distributions, obtain receipts where appropriate, file the closing material, and preserve the final record.

One national question. Fifty different filing systems.

We have checked an official court, statute, fee schedule, county, or government source for the filing-fee section in every state. That is not the same as proving the total cost of probate, so each page keeps those two ideas separate.

50state filing-fee sections source-checked
5–10state pages in the controlled pilot
3common patterns: flat, formula, or local
6other cost buckets still researched separately
01Pilot5–10 states
02Prove the formatsources, usefulness, leads
03Batch two15–20 states
04Complete the familyonly after review
Statewide amount Formula or tiered fee County or local amount Base plus add-ons
ALAlabama
AKAlaska
AZArizona
ARArkansas
CACalifornia
COColorado
CTConnecticut
DEDelaware
FLFlorida
GAGeorgia
HIHawaii
IDIdaho
ILIllinois
INIndiana
IAIowa
KSKansas
KYKentucky
LALouisiana
MEMaine
MDMaryland
MAMassachusetts
MIMichigan
MNMinnesota
MSMississippi
MOMissouri
MTMontana
NENebraska
NVNevada
NHNew Hampshire
NJNew Jersey
NMNew Mexico
NYNew York
NCNorth Carolina
NDNorth Dakota
OHOhio
OKOklahoma
OROregon
PAPennsylvania
RIRhode Island
SCSouth Carolina
SDSouth Dakota
TNTennessee
TXTexas
UTUtah
VTVermont
VAVirginia
WAWashington
WVWest Virginia
WIWisconsin
WYWyoming
Examples from the checked dataset

Research users can understand at a glance

Connecticut

Fees use an estate-value schedule. The page should direct readers to the official calculator.

Official calculator ↗

State fee sources checked 11 August 2026. Filing fees are one cost bucket, not the full cost of probate or estate settlement.

Twenty-one family situations we are building for

People rarely arrive thinking in legal categories. They arrive with a locked account, a house, an unanswered bill, or a relative asking what comes next.

Illustrative family journeys: every name and situation below is a fictional composite, not a testimonial, customer, legal outcome, or claim that EstateSettlement.co represented anyone.

01Illustrative family journey

Jordan: The house is only in a parent's name

Separate the urgent job of protecting the property from the court authority needed before a sale or transfer.

02Illustrative family journey

Maria: Some accounts have beneficiaries and others do not

Check ownership and beneficiary designations asset by asset instead of assuming everything follows the will.

03Illustrative family journey

Sam: Relatives disagree and records are missing

Preserve evidence, make a neutral inventory, and know when independent legal advice becomes important.

04Illustrative family journey

Taylor: The named executor lives in another state

Identify what can be handled remotely and what the local court may still require.

05Illustrative family journey

Chris: There is no will

Understand how an administrator is chosen and why state intestacy rules control distribution.

06Illustrative family journey

Avery: A will exists, but nobody can find the original

Work through document searches, court expectations, and the risks of relying on a copy.

07Illustrative family journey

Riley: Bills are arriving before court authority

Protect cash and records without using estate property before authority and priority are clear.

08Illustrative family journey

Morgan: The family wants to sell the home quickly

Map title, occupancy, insurance, valuation, authority, and sale timing before listing the property.

09Illustrative family journey

Casey: A small-estate shortcut might apply

Compare the state's threshold and asset rules before assuming a faster procedure is available.

10Illustrative family journey

Jamie: A vehicle still has a loan

Separate lender rights, title transfer, estate value, and the practical decision to keep or sell.

11Illustrative family journey

Drew: The executor found an unknown safe-deposit box

Document access, inventory the contents, and follow the institution's authority process.

12Illustrative family journey

Alex: A beneficiary is a minor

Identify who can receive or manage property and whether a court, custodian, or trust is involved.

13Illustrative family journey

Robin: There may be unpaid taxes

Separate the loved one's final return from possible estate income and transfer-tax questions.

14Illustrative family journey

Cameron: A business must keep operating

Protect value while identifying who can make decisions, sign, access accounts, or arrange a sale.

15Illustrative family journey

Quinn: Digital accounts hold money or important records

Create a lawful access plan for devices, subscriptions, cloud files, and digital assets.

16Illustrative family journey

Parker: A creditor demands immediate payment

Verify the claim and the applicable priority before paying one bill ahead of another.

17Illustrative family journey

Reese: The will names someone who cannot serve

Check successor language and the court process for appointing another personal representative.

18Illustrative family journey

Bailey: Property is located in two states

Understand why a second state proceeding may be required for out-of-state real estate.

19Illustrative family journey

Devon: A trust and a probate estate both exist

Keep the two administrations distinct while coordinating assets, expenses, taxes, and distributions.

20Illustrative family journey

Emerson: One heir cannot be located

Document the search and learn which court-approved options may be available before closing.

21Illustrative family journey

Harper: Everyone wants the estate closed yesterday

Set a realistic sequence so speed does not create a missed creditor, tax, title, or distribution problem.

Evidence and updates

Sources and update record

These national and state examples orient the homepage. They do not replace the governing court, statute, tax agency, or licensed adviser for a specific estate.

Homepage sources checked 16 August 2026. Rule-sensitive pages require a separate jurisdiction and review date.

Secure enquiry

Where are you stuck?

Tell us the broad situation. Your request is securely recorded and shared only with authorized team members so someone can follow up. Do not include Social Security numbers, account numbers, passwords, medical records, or confidential legal documents.

This form does not create an attorney-client relationship and is not emergency legal help.