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Settle the estate without losing track of anything

Executors juggle courts, banks, and family for months. Use the same tools lawyers use to prepare their cases for trial to keep the will, deeds, statements, and filings organized with powerful AI, and keep a record of every step you take.

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Casefleet document organization overview

First-time executors inherit a paperwork job

  • Every institution wants different documents: the court wants filings, banks want letters testamentary, insurers want claims forms.
  • Estates run for months or years, long enough for early details to blur exactly when family or the court asks about them.
  • Executors have a fiduciary duty and may need to account for every action and dollar later.

Every estate document in one organized place

Upload the will, deeds, titles, account statements, bills, appraisals, and court filings. Casey, Casefleet's AI assistant, names and tags each scanned document, so decades of paperwork becomes an organized, searchable estate file.

Estate documents tagged by type in the sources list
Estate administration chronology citing probate filings

A record of everything you've done as executor

Build a timeline of the administration: notices sent, assets located, bills paid, distributions made, each entry linked to the supporting document. If an heir or the court ever asks, your accounting is already written.

Start the estate file before the paperwork starts you.

Find any account or asset in seconds

Full-text search across every statement and letter, including scanned paper processed with optical character recognition (OCR). Locate the life insurance policy or the missing account without re-reading the whole box.

Full-text search across estate documents
Report builder generating estate administration reports

Keep the attorney and the family on the same page

Generate clean reports of the estate's documents and your administration timeline. Share an organized file with the probate attorney, co-executors, or heirs, and replace "what's happening with the estate?" with an answer.

Product screenshots show an illustrative sample case. All names, documents, and details are fictional.

Estate settlement FAQs:

What documents do I need for probate?

Commonly: the original will, the death certificate, an inventory of assets and debts, account statements, property deeds and titles, and the court's own forms. Requirements vary by state and county, so check your probate court's checklist, then keep everything organized as it accumulates.

What does an executor checklist include?

Typical steps: obtain death certificates, file the will with the probate court, notify beneficiaries and creditors, secure and inventory assets, pay valid debts and taxes, and distribute what remains, keeping records of each step throughout.

What do I do first after a parent dies?

Immediate practical steps come first: care for dependents and property, obtain death certificates, and locate the will. The paperwork phase follows, and starting an organized file early makes every later step, banks, courts, taxes, dramatically easier.

How long does settling an estate take?

Simple estates may close in under a year; estates with real property, taxes, or disputes can run much longer. The timeline depends on your state's process, which is another reason a durable, organized record beats a stack of folders.

Is this a replacement for a probate attorney?

No. Many estates need a lawyer, and courts in some states effectively require one. Casefleet keeps you organized either way, and an attorney working from your organized file bills fewer hours than one sorting your paperwork.

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