Does your state offer a simpler path? See the route that usually applies.

Answer three questions and we’ll show the settlement route that usually applies in your state for the numbers you enter, using the same route engine built into ExecutorBench. This is general information, not a legal determination.

State

Approximate total estate value

Add up bank accounts, investments, and personal property the decedent owned in their own name only. Do not include vehicles registered in California, or registered in Illinois for deaths on or after Aug. 15, 2025 (from January 1, 2027, motor homes, campers, trailers, commercial and farm vehicles and buses are counted in Illinois). New York: if a spouse or child under 21 survives, leave out one vehicle up to $25,000 and other set-off property (EPTL 5-3.1). Skip anything jointly owned, in a trust, or with a named beneficiary.

Does the estate include real property (land or a house) the decedent owned solely?

NoYes

Is there a will?

NoYes

Date of death (optional)

California and Illinois tie their limits to the date of death.

Want step-by-step guidance for your route?

ExecutorBench’s Guided plan ($199) lays out the tasks and the state deadlines ExecutorBench tracks for your route.

Start your estate

ExecutorBench is self-help software. It is not a law firm, it does not give legal advice, and it is not a substitute for the advice of an attorney. This tool provides educational information only and does not create an attorney-client relationship. Consult an attorney in your state if you have specific legal questions about your estate.