Executor Survey | EstateMate

1Basics

2Authority

3Complexity

4Priorities

5 minutes Personalized roadmap No commitment required

We're here to help. Let's start with the basics.

Step 1 of 4

When did your loved one pass away?

Within the last 72 hours This week 1-4 weeks ago 1-3 months ago More than 3 months ago

Step 3 of 4

What increases complexity?

Owned a home Had a business Multiple bank or investment accounts Different state than you Minor children involved Was married Debts or loans Government benefits

Step 4 of 4

Where do you need support right now?

Funeral arrangements not yet made Need death certificates Accounts need to be frozen (fraud risk) Don't know where to start Insurance claims need filing Overwhelmed by everything

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We're here to help. Let's start with the basics.

When did your loved one pass away?

Your relationship and authority

What increases complexity?

Where do you need support right now?

Thanks. We’ve captured your answers.