Estate Steps

Estate Steps is a web-based tool designed to guide executors and personal representatives through each phase of settling an estate. Key features and functions include:

Task Management
Checklists guide users through the phases of estate settlement, from immediate post-death needs through final distributions, with a personalized task list generated at setup.

Document Vault
Secure storage for wills, death certificates, court documents, and other estate paperwork, kept in one location accessible to authorized collaborators.

E-Signatures
Enables documents to be signed electronically by family members and other professionals involved in the estate, without printing or mailing.

Family Asset Auction
Allows executors to catalog personal belongings and lets family members bid on items using allocated points across multiple rounds, intended as a transparent, final method for dividing personal property among beneficiaries.

Estate Finances and Accounting
Records estate income and expenses, supports bank statement import via CSV, OFX, or QFX files, reconciles transactions, reserves funds for anticipated taxes, and generates a final accounting report in PDF form.

Expense Tracking and Receipts
Logs individual expenses with attached receipts, categorizes spending, and tracks executor time and mileage as part of calculating reimbursement owed.

Collaboration
Allows executors to invite family members, attorneys, and other professionals to view progress, share tasks, and participate in the asset auction.

This solution was formerly known as AssetDivide.