Help with the paperwork after a loss
Keep the estate's tasks, accounts, and documents together. Start with a free checklist, or choose administrative help with notifications and follow-up.
Managed $299 · Full Service $799 · One-time fees
What Settle helps you do
Follow a checklist and use letter templates at your own pace. Free is self-service; paid plans add administrative assistance.
Tell us about banks, utilities, cards, and subscriptions. Paid plans prepare notifications and track follow-up. Institutions may need additional forms or direct contact with you.
Record known accounts and confirmed beneficiary, transfer-on-death, payable-on-death, or joint-survivorship details. We help request the institution's requirements. We do not locate every investment account, trade investments, or decide who inherits.
Record an asset inventory and securely provide documents or institution responses. An inventory entry is your record, not proof that an account has been found, valued, or transferred.
Managed includes notifications and follow-up. Full Service adds phone and fax follow-up where available. Mailing method depends on the request; certified tracking is shown when available. Delivery does not mean an account is closed.
Paid plans include the unclaimed-money search and Complete claim-filing kit through Reclaim. Life insurance claims use Claim Assist under its separate agreement and outcome-based fee. Each service has its own requirements.
How it works
- 1
Tell us what you know
Share your loved one's basic details and your role. Choose the level of help you want.
- 2
Organize and authorize
Record accounts and assets. For paid help, review the agreement and provide requested documents before outreach.
- 3
Follow each next step
See notifications, follow-up, and requests for your input. Institutions approve closures and transfers under their own procedures.
Choose how much help you want
No percentage fee on your investment account or estate value. Review the agreement for the administrative scope.
$0
Handle tasks at your own pace
- Guided checklist
- Letter templates you send yourself
- Help understanding common estate tasks
$299
One-time administrative assistance
- Notification preparation, sending, and tracking
- Follow-up on unanswered requests
- 50-state unclaimed-money search and Complete claim-filing kit included
$799
Additional response and follow-up support
- Everything in Managed
- Response review and phone/fax follow-up where available
- Mailed deceased-alert notices to all three credit bureaus
- 12 months of active case management
Let's talk
Discuss a larger or complex estate
- Discuss your needs with our team
- Confirm a custom administrative scope before purchasing
- Legal and tax professionals are engaged separately
Life insurance claims are handled through Claim Assist under a separate agreement. Unclaimed property searches and filing kits use Reclaim. Neither a search nor a paid Settle plan guarantees money will be found or paid.
Your case, on web and mobile
Review case progress, institution requests, account details, and documents in your portal. The app provides case access and secure web continuation for supported actions. Use the same MedaSynq account.
Guidance when you need it
Use the estate EIN guide and official resources. Legal representation, tax advice, court filing, and investment decisions remain with you and your chosen professionals.
- State probate and small-estate education
- State estate and inheritance tax education
- Death certificate ordering guidance
- State vehicle title transfer guidance
Common questions
Can you help with inherited investment accounts?
Yes, as administrative assistance for accounts you identify. Record the institution and any confirmed beneficiary or survivorship designation. We can request its paperwork requirements and track follow-up. The institution verifies entitlement and completes any transfer. We do not manage investments or advise on retirement withdrawals or taxes.
Does a beneficiary account need probate?
Some accounts pass through a valid beneficiary designation or survivorship arrangement. Others belong to the estate and may require probate or a state small-estate process. The institution and your legal adviser determine the documents needed for your situation; Settle does not decide eligibility or bypass probate.
What does the flat fee cover?
Managed is $299 and Full Service is $799, paid once for the agreed administrative scope. Both include the 50-state unclaimed-money search (normally $19.99) and Complete claim-filing kit through Reclaim. You file directly with the state and we take no percentage of unclaimed property. Life insurance assistance has a separate agreement and outcome-based fee. Additional document orders and professional services may cost extra.
Do you provide legal or tax advice?
No. Settle provides administrative support and educational information. We do not act as your attorney, file probate cases with a court, prepare tax returns, or decide inheritance rights. We can point you toward official court, state bar, and professional resources. You select and engage a professional separately.
What do I need before you send notifications?
Start with basic information about your loved one and your role. For paid assistance, sign the Settle service agreement. Institutions may require a death certificate, their own forms, proof of identity, and proof of authority. Upload documents securely when requested. Some institutions require originals or direct action by the beneficiary or executor.
Can I use Settle on my phone?
Yes. Use the web portal on a phone, or access your case from the MedaSynq app. Some forms, document actions, and tools continue in a secure web view. Sign in to the same account to keep your case together.
How long will it take?
Timing depends on the institution, documents, account ownership, and any court process. We show progress and requests for your input. Mailing or delivery alone does not confirm a completed transfer, account closure, or payment. We cannot guarantee a recovery or completion date.
One step at a time
Start with the free plan and choose additional help when you are ready.
Start free