A calm place to begin

A steady guide through estate tasks

After a loss, even ordinary decisions can feel like a lot. KithLedger helps families gather the next questions, keep track of follow-ups, and make progress one step at a time. You can read this guidance without an account.

An important boundary

Practical organization, with room for professional advice

KithLedger does not provide legal or tax advice.

Estate, probate, tax, and creditor questions can depend on your family and location. Use the tools to organize what you know, and speak with a qualified professional about decisions or requirements for your situation.

Looking for guidance by state?

Browse the state index for topic guides and clearly marked editorial notes.

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A practical first week

Begin with what needs a place

The checklist breaks the first steps into document gathering, an estate list, and people or institutions to contact. Treat it as a flexible organizational starting point, not a deadline or a legal sequence.

  1. 01
    Find key documents
    Use the checklist to remember paperwork to locate, such as a will, death certificates, insurance papers, and account statements. Keep the documents in a secure place you control; KithLedger does not upload or store files.
  2. 02
    Make an estate list
    Start a working list of accounts, property, recurring bills, debts, subscriptions, and anything still owed or due. Add what you know now and return to open questions later.
  3. 03
    Note who may need to hear from you
    Collect names of family members, employers, insurers, banks, service providers, and advisers to discuss. The checklist helps organize possible contacts; it does not determine legal deadlines or who must be notified.

Keep the details together

Estate notes and institution contacts

An estate workspace can hold estate-level notes. Its account tracker organizes institution names and types, contact names, email and phone, mailing addresses, working notes, status, and whether a next action is still needed or complete.

The tracker is for institution and contact details, not account access. Do not enter account numbers or credentials. KithLedger does not provide a place to upload or store documents; keep original paperwork in a secure location you control.

When you are ready

Take one manageable next step

The checklist and dashboard require signing in. This page remains available as a public reference.

Open the first-week checklist Go to your dashboard