Estate Untangler

About

Estate Untangler is the practical guide for the executor or next of kin handling a loved one's affairs after death. No emotional platitudes — just a clear, step-by-step system for the administrative work that has to get done, with the privacy this data deserves. WHAT IT DOES Photograph the death certificate and on-device AI extracts the details every institution will ask for — name, date of death, SSN last four — so you enter them once and never again. Then it builds a personalized checklist organized by urgency: what to do in the first week, what to file within 30 days, what to settle within 18 months. THE CHECKLIST Every task has a category, a deadline, a notes field, and space to attach documents. Strike through items as you complete them and watch the administrative slog turn into forward progress. LETTER GENERATOR AI drafts formal notification letters to the Social Security Administration, the IRS, banks, credit cards, insurance companies, pension administrators, and more. You review, edit, and sign on screen. Each letter is written to the right tone. DOCUMENT VAULT Photograph the will, trust, deeds, titles, and insurance policies. On-device OCR makes the text usable. Everything in one secure, Face ID-locked place. SUBSCRIPTION KILLER Bring in the decedent's receipts and AI surfaces every recurring charge so nothing keeps billing. INSTITUTION TRACKER Log every institution: who you called, what they said, the reference number, and what's next. No more shoebox of notes. PROBATE TIMELINE State-specific deadlines for creditor claim windows, inventory due dates, and distribution milestones — always with a clear reminder to confirm each date with a probate attorney. TAX PACKET EXPORT Export a PDF and CSV summary with everything the estate's CPA will need. NEW IN VERSION 2 - Smart deadline reminders so you never miss a creditor window or filing date - A 50-state probate timeline with creditor windows and filing deadlines - Deeper on-device AI: estate insights, will summaries, and per-provider cancellation playbooks that draft the message for you - Trends and analytics: your completion trend and the monthly subscription drain you're stopping - AI Executor Report Pack: a branded PDF/CSV bundle for your attorney and CPA - Personalization themes PRIVACY On-device first. Data stays on your device and in your own private iCloud. We never store, log, transmit, or track your SSN or financial account information. No analytics. PRICING One-time purchase. $79 for 18 months of full access — the typical probate window. No subscription. You're solving a finite problem; the pricing reflects that. Includes the AI Executor Report Pack. Estate Untangler will not make this easy. Nothing makes this easy. But it will make it organized.