A simple, personalized outline of your next 3–5 steps after losing a loved one — so you can stop guessing and start moving forward with clarity.
This isn’t the full probate process. It’s a quick, high-level roadmap based on your situation that shows you what to do first, what to gather, and what to avoid right now.
It takes just a few minutes to answer the questions below, and I’ll email your roadmap once I review your answers.
What You’ll Receive
You will get a short, personalized roadmap that includes:
- The stage of probate you’re likely in
- Your top 3–5 recommended next steps
- What documents/info to gather immediately
- A few suggested questions to ask the court or an attorney
- My recommendation on which of my bundles (if any) fits your situation best
(Full checklists, templates, letters, scripts, and step-by-step instructions remain inside the paid bundles.)
Your information is kept private.
This is not legal advice — it’s simple guidance to help you feel less overwhelmed and more organized.