Next Steps After Loss

DIY Probate Beginners Guide

For families who want a clear roadmap but prefer to handle most of the paperwork themselves.

When someone dies, the paperwork and court process can feel overwhelming. Maybe you don’t need a long call, but you do want a clear, plain-English roadmap and the right words to use with the court, creditors, and family.

The DIY Probate Starter Kit gives you structure without the big price tag.


What you get

  • Step-by-step checklist. A simple list of tasks in order, with notes like “call this office,” “gather these documents,” and “file this next.”
  • Plain-English mini guide A short guide that explains, in human language, what probate is, what your county court usually cares about, and what to expect over the next few months.
  • Email/letter templates you can customize and send to:
    • Family members and heirs
    • Creditors and debt collectors
    • Utility companies and other services
    • Your realtor or potential buyers
  • One short Q&A email After you’ve gone through the kit, you can send me one email with your main question, and I’ll reply with my best plain-English guidance (not legal advice).

Who this is for

  • You’re in Alabama.
  • You’re comfortable doing paperwork and making phone calls, if you just know what order to do things in.
  • Money is tight, or you want to save as much as possible by doing it yourself.
  • You’re not ready (or able) to jump into a full call yet.

What this is not

  • It’s not legal advice.
  • It’s not a substitute for a probate attorney.
  • It’s not customized to your exact family tree—that’s what the Probate Gameplan Call is for.

Price

$149 one-time

(delivered as a digital download + email follow-up)

Ready to get organized and handle probate yourself with a clear checklist and scripts?