Everything you need to feel informed.

The immediate priorities are: obtaining certified death certificates (you’ll need more than you think, usually 10–15), notifying Social Security, and securing the deceased’s property. Within the first two weeks, you’ll also want to locate the Will, identify a probate attorney if needed, and begin notifying financial institutions. One Step After’s roadmap walks you through every step in order, with guidance on what’s urgent and what can wait.

Dying without a Will is called dying "intestate." When this happens, state law determines how assets are distributed, typically to a spouse first, then children, then other relatives. One Step After works with or without a Will, and our roadmap adapts to intestate situations. We also help you understand when you need a probate attorney to navigate the process.

It depends on the complexity of the estate. Simple estates with clear beneficiaries and no real property may take a few months. Estates that go through probate often take 6–18 months or longer. One Step After flags which tasks are time-sensitive and helps you stay on track, so you’re never left wondering what’s next or whether you’re behind.

A Will is one document that directs how your assets are distributed after death. An estate plan is the full picture: it includes a Will, but also beneficiary designations on accounts, powers of attorney, healthcare directives, trust documents (if applicable), and an organized record of your finances, property, and wishes. One Step After helps you build and organize all of it.

This is one of the most common challenges families face. A few approaches that often help: frame it around relieving burden ("I want to make sure I know what to do if something happens, so the family isn’t scrambling"), use a recent event as a natural opening (a friend’s loss, a news story), or start with a low-stakes question like "Do you have a Will?" and go from there. We have a full guide on this in our articles section.

$249, one time. Sign up free and look around first; you pay when you’re ready. No subscription, no annual renewal, no hidden fees. Full access to the workbook, roadmap, important documents, resource library, and collaboration features. You can update your account as often as you need to.

Yes. Your data is encrypted in transit and at rest, and sensitive identifiers like tax ID numbers and account last-four digits get an additional layer of field-level encryption. We never sell or share your personal data, and it is never used to train AI models. You control exactly who has access to your account, area by area, and professional accounts require two-factor authentication.

No. One Step After is a software platform: a guide and organizational tool. We don’t offer legal or financial advice, and we don’t act in any fiduciary capacity. What we do is help you understand the process, stay organized, and know when it makes sense to bring in a professional.

$124 per month for your firm, with client accounts included. There is no per-client charge and no setup fee. Creating a Pro account and exploring the dashboard is free for as long as you like; you subscribe when you’re ready to invite your team and onboard clients.

We’re actively building our partner directory. If you’re a professional who works with families on estate planning or settlement, reach out via our contact page or book a discovery call. We’ll walk you through how the partnership works and whether it’s a good fit for your practice.