Everything you’ll need. Nothing you won’t.

Finding the way

1. i

   The roadmap

   Every task the estate actually needs, found for you and put in the right order, tailored to the laws of your loved one's state. Each task arrives with institution-specific steps; Pastwell has researched the processes of more than a hundred banks, insurers, and agencies so you don't have to.

   Open the next task and it tells you who to contact, what to bring, and what happens after.

   

2. ii

   The AI Navigator

   Careful answers about probate for your state and the task in front of you, with guidance for all 50 states. The Navigator explains terms, timelines, and what courts typically expect. It is deliberately bounded: it informs, and it will tell you plainly when a question belongs with an attorney.

3. iii

   The Help Assistant

   Plain answers about Pastwell itself, whenever you need them: where something lives, how to invite family, what a screen is asking of you. No support ticket, no waiting.

Keeping things safe and straight

1. iv

   The vault

   Upload the death certificate and key papers once and use them everywhere; each task draws from the vault instead of asking again. Documents are encrypted, and sensitive identifiers like Social Security and EIN numbers are sealed away and never shared with AI models.

   Upload once, use many. The folder on the kitchen table finally has a home.

2. v

   The ledger

   The estate's accounts, assets, and expenses tracked in one place, from the first bill to the last distribution. At any moment you can show, plainly, where things stand: to yourself at midnight, to a sibling, to the court.

Finishing well

1. vi

   The distribution planner

   When the time comes to divide what remains, plan who receives what and watch it reconcile against the ledger before anything moves. Clear numbers make for calm conversations between heirs.

2. vii

   The final accounting

   Pastwell assembles a court-ready final accounting as a polished PDF in the standard fiduciary format, built from what you've already entered, with the related IRS forms pre-filled. The estate closes with a document every heir can keep.

The people around you

1. viii

   Roles for your people

   Invite a co-executor, heirs, or the estate's attorney, each with their own access. You decide who sees what: a co-executor can share the work, an heir can follow along, an attorney can review the ledger without wading through everything else.

2. ix

   Deadline reminders

   Quiet emails when something is coming due, and nothing more. Pastwell watches the calendar so a court date or filing window never surprises you.