The first weeks
Determine if you need to open probate
Not every estate needs probate. If most assets were in a trust, held jointly, or had named beneficiaries (like life insurance and retirement accounts), probate may not be needed. Small estates often qualify for a simplified process. The threshold and rules depend on your state.
What you'll need
- The will, if there is one
- A list of assets and how each is owned (joint, trust, or named beneficiary)
Good to know
Learn more
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Why we recommend EstateExec
EstateExec's step-by-step software helps you see what settling this estate will involve. Sunset can track down accounts, policies, and benefits in their name, at no charge.
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Step-by-step software that guides you through settling an estate, with built-in estate accounting.
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Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.
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