EstateStep
Productivity
Only for iPhone
Free · In‑App Purchases · Designed for iPhone. Not verified for macOS.
iPhone
A step-by-step organizer for executors handling a small estate — eligibility guidance, document checklist, asset tracking, and a filing summary for the probate clerk.
EstateStep helps you stay organized when you're settling a loved one's estate through the small-estate affidavit or simplified-probate process.
Losing someone is hard, and the paperwork that follows can be overwhelming. EstateStep walks you through it one step at a time, on your own phone, at your own pace.
WHAT IT DOES
• Pick your state and enter the estimated estate value, and EstateStep shows whether the estate may fall under that state's small-estate affidavit threshold
• Surfaces the affidavit/form name and general requirements for your state
• Builds a checklist of the documents most estates need (death certificate copies, the will if there is one, asset inventory, ID, the affidavit form, and more)
• Tracks your asset-collection progress — bank accounts, vehicles, property, and personal items — with collected vs. outstanding totals
• Generates a clean filing summary you can share or print to take to the probate clerk
IMPORTANT: EstateStep provides general information and organizational tools only. It is not a law firm, is not a substitute for a licensed attorney, and does not provide legal advice. Estate and probate laws vary by state and change over time; the thresholds and steps shown are general guidance and may be incomplete or out of date. Always confirm requirements with your local probate court or a licensed attorney before filing.
ESTATESTEP PREMIUM (optional one-time unlock)
• Track unlimited assets (free tracks up to 5)
• Full filing-summary export and sharing
• Premium checklist detail
• Remove ads
EstateStep is free and supported by ads. Premium is a single purchase that unlocks everything forever — no subscription.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Christian Pedersen, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Identifiers
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Christian Pedersen
- Size
- 4.4 MB
- Category
- Productivity
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Advertising
- In-App Purchases
Yes
- EstateStep: Probate Helper Lif $4.99
- Copyright
- © 2026 Christian Pedersen