EverSettled
EverSettled provides a guided digital platform that helps families manage the estate settlement and probate process from start to finish. The service combines a personalized, state-specific checklist with free asset-discovery tools, account cleanup assistance, and a 24/7 AI assistant named Sage to reduce administrative burden during a difficult time.
- Artificial Intelligence
- AI Agents
- Financial Technology
- Legal Technology
- Software Only
Funding
Founders
Product
Problem
When a loved one passes away, families face a complex and overwhelming probate process involving paperwork, deadlines, asset discovery, and account closures. Without clear guidance, grieving families struggle to navigate the administrative maze, often missing critical steps or feeling isolated and exhausted by the burden.
Solution
EverSettled provides a structured platform that guides families through the entire estate settlement process with a personalized, state-specific roadmap. The platform generates a smart checklist based on the user's state, assets, and family situation, automatically prioritizing urgent deadlines and explaining legal terms in plain English. It includes free asset-discovery tools that search unclaimed-property databases and insurer policy locators, plus subscription and account cleanup features to cancel recurring charges and close unused accounts. A 24/7 AI assistant named Sage offers round-the-clock support, answering questions and helping users move forward at any hour, while all documents are stored securely in one place.
Target Audience
Primary users are families and individuals managing a loved one's estate after death, particularly those handling probate without an attorney or seeking additional support alongside legal counsel.
Features
- Smart checklist that adapts to state, assets, and family situation, automatically prioritizing urgent deadlines
- Free asset-discovery tools that search state unclaimed-property databases and insurer policy locators
- Subscription and account cleanup features that identify recurring charges, prepare creditor letters, and provide a negotiation playbook
- Sage, a 24/7 AI assistant available for real-time guidance and answers at any time
- Centralized document storage with progress tracking and plain-English explanations of complex legal terms
- Pro plan designed to save 500+ hours of administrative work