Step 1: Create your account
The first thing you need to do is activate your account from the email you were sent.
You'll have the chance to create a password and correct any information that might be wrong.
Step 2: Choose your path
Once you've set up your account, you'll be able to choose whether you want to start with Executor Assistant or Grief Care. To continue to Executor Assistant, select "Begin executor journey."
Step 3: Complete the questionnaire
You'll be taken straight to our questionnaire, where you'll be asked some general questions about your situation.
Once you've completed the questionnaire, make your way to our Roadmap.
Step 4: Explore the Roadmap
Go through the list, marking items as done, in progress, or not applicable as you go. Click into tasks to see detailed instructions, forms, and letters, or assign tasks to your friends and family.
Step 5: Read up on estate settlement
Most people are new to this, and we've created a library of articles to help you get the basics of estate settlement down. Visit the Learn section in your account.
Step 6: Work and explore
Keep working through your account. Come back whenever you need, take notes on your progress, reach out to our support team if you get stuck, and most importantly, take your time. We are here when you need us!
Watch this brief introduction to Executor Assistant: