Estate planning or settlement? Solved.
Wills say who gets what. They don’t say where anything is, or what you’re supposed to do next. One Step After turns your documents into an organized estate and a step-by-step plan, so it isn’t all on you to figure out.
Stop guessing what’s important.
Upload the statements, policies, and paperwork you’ve found. One Step After reads each one, pulls out what matters, fills in your estate profile automatically, and walks you through the next step, so a pile of documents becomes an organized plan.
Lysi
Your Estate Planning & After Loss Assistant
Drop a document
PDF, photo, or scan
Smart help, serious privacy.
An estate is the most personal set of records a family has. Here is exactly how we handle it.
Never used to train AI models
Your estate information is not used to train AI models. Model training is switched off with our AI provider, and processing logs are not retained.
You choose what the AI assistant can see
Access is controlled area by area. Switch off finances, or anything else, and the assistant simply won’t see it.
Encrypted, and locked to you
Your data is encrypted in transit with TLS and at rest with AES-256, and the most sensitive fields get a further layer of encryption on top. One Step After uses multi-factor authentication, and row-level security means an account can only ever reach its own records.
Delete everything, anytime
Close your account from settings and your estate profile and documents are deleted. Download your summary first, because it can’t be undone.
Read the details in our Privacy Policy.
Know what to do, and when to do it.
Sign up free and look around. One payment of $249 when you’re ready, and it’s yours for good. No subscription.
Sign up freeSix tools your family will actually need.
No spreadsheets, no separate apps, no sticky notes. Bring yourself and the people you trust, and One Step After holds the rest.
Guided Workbook
Everything from finances to personal wishes. Every important detail of an estate organized, categorized, and easy to work through so nothing gets missed or forgotten.
The Estate Roadmap
A clear path from start to finish broken into manageable steps. Each task comes with plain language instructions, so you always know exactly what to do next and why it matters.
Free collaboration access
Invite family members, attorneys, financial advisors, or other professionals. Control exactly what each person can see and do. No more miscommunication when settling an estate together.
Chat with Lysi
Settling an estate raises a lot of questions. Lysi, your in-app AI assistant, pulls from a curated knowledge library so you get answers you can trust, not guesses.
Important Documents
Securely upload and organize every estate document by category, from wills and trusts to healthcare directives. No more hunting through filing cabinets during the hardest moments.
Security, built in
Your information is encrypted in transit and at rest, with extra field-level encryption on sensitive identifiers like tax ID numbers and account last-four digits. You decide who sees what, area by area.
Built by an executor, for executors.
I lost my mom in 2020 and my dad in 2024. I was named executor and spent months on the phone with banks, sorting through bills, trying to piece together a legacy that was never written down. There was no guide for any of it, so I built the one I needed.
Chris VanderbiltFounder, One Step After