60 pre-filled rows across 8 categories, add, edit, or delete any row
Total Assets
60
rows in inventory
Categories
8
Bank, Brokerage, Retirement, Real Estate, Vehicles, Insurance, Digital, Personal
Est. Total Value
$0
from entered rows
Located
0
assets marked found
Add New Asset
Category
Asset / Description
Est. Value
Status
Notes
Remove
2
Account Closure Pipeline
Track every bank, credit card, utility, and subscription through 5 closure stages
Total Accounts
0
tracked
Closed
0
fully closed
In Progress
0
active steps
Not Started
0
pending action
Add Account to Pipeline
Type
Institution
Account #
Status
Notes
Date Updated
Remove
3
Family Updates
Log communications to beneficiaries, no more "did you call Aunt Lisa?" arguments
Log a Communication
Auto-Generate Beneficiary Email
Fill in the fields above to generate a beneficiary update email template.
Communication Log
Date
Beneficiary
Method
Summary
Remove
4
Distributions Ledger
Auto-calculate beneficiary shares and track signed receipts
Total Estate Value
$0
from entries below
Beneficiaries
0
registered
Distributions Made
$0
paid to date
Receipts Signed
0
of total beneficiaries
Add Beneficiary Distribution
Share Auto-Calculator
Enter total above to auto-calculate each beneficiary's dollar share.
Beneficiary
Share %
Calculated Share
Amount Distributed
Receipt
Notes
Remove
5
Probate Deadline Auto-Calculator
Enter the date of death for typical starting estimates, then confirm each date with your probate court or attorney
★ Exclusive Zone, Not Available in Any Competing Product
Not legal advice. These are typical planning estimates, not your legal deadlines. Each date is simple arithmetic from the date of death; the state you choose is saved for your records and does not change any date. Real probate deadlines are set by your state and county, and many are counted from the day the court appoints you or from when notice to creditors is published, so yours can be earlier or later than these. Get each date from your probate court or estate attorney and enter it under Confirmed date.
Enter the date of death above to see typical estimates you can confirm.
File Will & Open Probate
--
When the original will goes to the probate court and the petition to open the estate is filed. States set very different windows, from days after the death to years, so this date is only a placeholder until the court or your attorney gives you the real one.
set by your state, not by this dashboard
Estate Inventory Due
--
The list of estate assets and their date-of-death values. Usually counted from the day the court appoints you, not from the date of death. Windows differ by state, and some states have it sent to beneficiaries rather than filed with the court.
set by your state, ask for the date when you are appointed
Creditor Claim Window Closes
--
The last day creditors can make claims against the estate. Set by state law, not federal law, and often counted from when notice to creditors is published or mailed, so the real date can be months later than this estimate.
Do not distribute assets until your attorney confirms this window has closed
Federal Estate Tax (Form 706)
--
Due 9 months after death under federal law, and only if the estate (plus prior taxable gifts) is over the federal exemption for the year of death; the IRS publishes that figure each year. If there is a surviving spouse, a 706 may also be filed to pass on the unused exemption (portability). An automatic 6-month extension to file is available; tax owed is still due at 9 months.
ask the estate's CPA or attorney whether a 706 is needed
Additional Statutory Notes
Deadline
Federal Rule
Typical Date
Confirmed Date
Notes
Final income tax return (Form 1040)
April 15 of year after death
--
For income from Jan 1 through date of death. Moves to the next business day if April 15 is a weekend or holiday.
Fiduciary income tax (Form 1041)
15th day of 4th month after the estate's tax year ends
April 15 of following year (calendar-year estate)
Required if the estate has gross income of $600 or more in its tax year. Choosing a fiscal tax year moves this date.
State estate/inheritance tax
none, state law
Check state law
Some states and DC have their own estate or inheritance tax, with their own deadlines and thresholds.
Live demo You're trying the real dashboard — a few tabs are unlocked.
Get the full version →
This tab is in the full version
You're in the live demo. Unlock every tab, save your data, and keep it forever for a one-time purchase.