Settle: Probate & Executor

Estate settlement checklist

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

Being named an executor is a 12–18 month job nobody trained you for. Settle is the companion that tells you what to do next — one clear step at a time — from the day you start to the day the estate closes. Settle is an organizational tool, not a law firm, and does not provide legal advice. It helps you stay organized, on schedule, and ready for the court. A PLAN BUILT FOR YOUR STATE Answer a few questions and Settle builds a step-by-step plan tailored to your state and your situation — with deadline reminders so nothing slips. Each step explains why it matters and how to do it, in plain language. PHOTOGRAPH IT, NEVER LOSE IT Snap a photo of any statement, bill, or notice. Settle files it by type and institution automatically, so the paperwork pile becomes a searchable, organized vault. EVERY ASSET AND DEBT IN ONE PLACE Build a clear estate inventory of accounts, property, and debts — and see the net estate value at a glance. Exactly what the court and the family want to know. TRACK EVERY REIMBURSABLE DOLLAR Estate-administration expenses are commonly reimbursable. Settle keeps a clean ledger of what you paid and what's owed back to you, with a running reimbursable total. COURT- AND FAMILY-READY REPORTS Produce a professional inventory report and expense ledger as PDFs in one tap — ready for the probate court, the CPA, or a family member who asks "where did the money go?" EXECUTOR FEE ESTIMATOR Estimate the executor's fee for your state and estate value, based on published statutes. YOUR DATA STAYS YOURS Everything you enter stays in the app's encrypted storage on your device. We never sell your data. And your raw data export is free, forever — even if you cancel. Your family's records are never held hostage. HONEST PRICING The Estate Pass is a flat $149/year (or $19.99/month) with a 7-day free trial — no $2,000 concierge, no per-hour lawyer, no desktop software. If you ever stop subscribing, you keep read-only access and free export. SUBSCRIPTION DETAILS Estate Pass Annual — $149.99 per year (about $12.50 per month), starting with a 7-day free trial. Estate Pass Monthly — $19.99 per month. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period. Manage or cancel in your App Store account settings. Terms of Use (EULA): https://tuhin-014.github.io/app-policies/settle/terms-of-service.html Privacy Policy: https://tuhin-014.github.io/app-policies/settle/privacy-policy.html IMPORTANT Settle provides general organizational information, not legal advice, and is not a substitute for a probate attorney. Deadlines and requirements vary by state and situation — always confirm important dates and forms with the probate court or a licensed attorney. Settle is not a law firm.

  • 5.0
    out of 5
    2 Ratings

Every date Settle shows is an estimate, and every one of them says to confirm it with the court. This release gives you somewhere to put the answer, and a way to get it in one phone call. WHAT THE COURT TOLD YOU On any step, record the date the court or clerk actually gave you, and who said it. From that moment Settle schedules by the court's date instead of its own: reminders, the overdue flag, the timeline, the handoff packet. Your date shows as the only one in the app that is not an estimate — and Settle keeps its own guess visible beside it, so you can see where it was wrong. ASK THE CLERK A list of every date Settle has estimated and you have not yet confirmed, written as the questions to ask the probate clerk, with the statute to name if they ask. Rules Settle has not been able to read at the source come first, because those are the estimates to trust least. Tap a question, record the answer, and it leaves the list. Also in this release: eighteen more state rules read at the government that publishes them, Minnesota's one-year creditor bar, Virginia's probate-tax exemption, Oklahoma's two small-estate thresholds, and a corrected citation for the District of Columbia.

The developer, Md HASAN, 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 Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    Md HASAN
    Size
    5.4 MB
    Category
    Productivity
    Compatibility
    Requires iOS 17.0 or later.
    • iPhone
      Requires iOS 17.0 or later.
    • iPad
      Requires iPadOS 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.
    Languages
    English
    Age Rating
    4+
    In-App Purchases
    Yes
    • Estate Pass $149.99
    • Estate Pass Monthly $19.99
    Copyright
    © 2026 Vertex Lab Solutions