Close bank accounts. Notify Social Security. File insurance claims. Cancel subscriptions. EstateWrap organizes all 67 tasks into a clear checklist with pre-written letters, so you can focus on what matters.
No credit card required. Set up in 2 minutes.
Tasks Organized
Letter Templates
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When someone passes, their family faces dozens of urgent administrative tasks they've never done before — all while grieving.
Most people miss deadlines, forget to notify agencies, or spend weeks figuring out what letters to send. The average estate takes 6-12 months to settle.
From the first 24 hours to final estate closure, every task is organized by timeline and priority.
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Professional letters for banks, insurers, government agencies, and more. Auto-filled with estate details, ready to customize and send.
Estate details pre-populated, customize before sending
One click to clipboard or your email client
Proper legal language, reviewed for accuracy
When my father passed, I had no idea where to start. EstateWrap gave me a clear path through the chaos. I finished in 6 weeks what my neighbor said took her 8 months.
Sarah M.
Estate Executor, Virginia
The letter templates alone saved me days of work. Instead of figuring out what to write to each bank and agency, I just filled in the details and sent them off.
Michael T.
Son & Executor, Texas
I recommend EstateWrap to every client. It keeps them organized between our meetings and ensures nothing gets missed. Worth every penny.
Jennifer K.
Estate Attorney, New York
Named in a will or appointed by court? Get a clear roadmap of every task, deadline, and letter you need.
Focus on healing while EstateWrap handles the organizational burden. Nothing falls through the cracks.
Attorneys, CPAs, and financial advisors use EstateWrap to keep clients on track between meetings.
Estate settlement is a one-time event. Your tools should be too.