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Settl
Trusted by 10,000+ families

Your AI Copilot for Estate Settlement

Simple steps. Real guidance. A system that walks you through every decision, from day one to final distribution.

No legal experience required
State-specific guidance
Secure document handling
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Settl

Mitchell Estate Dashboard

California • Est. Value: $950,000 • 23% Complete

Tasks Complete

8/35

Documents

12

Assets Found

$950K

Days Left

127

Urgent Next Steps

3 Due Soon

File death certificate with county clerk

Today

Due

Notify probate court (CA Form 100)

Apr 8, 2024

Due

Contact life insurance companies

Apr 15, 2024

DashStack-inspired dashboard with guided tasks, AI assistance, and complete estate management in one place.

10,000+

Families helped

50

States covered

4.9/5

Customer rating

$2B+

Assets managed

How It Works

AI That Actually Helps

From document intake to final distributions, Settl guides you through every step with intelligent automation.

Smart document parsing

Upload wills, statements, and certificates. We extract everything automatically and organize it for you.

Ask anything, anytime

Get instant answers tied to your specific estate situation with sources from your documents.

Auto-draft communications

Generate bank letters, beneficiary updates, and creditor notices in seconds.

State-aware checklists

Know exactly what to do next based on your jurisdiction and deadlines.

Asset discovery

Uncover accounts, policies, and property you may have missed with AI-powered detection.

Expert escalation

Seamlessly hand off complex cases to pre-briefed attorneys when needed.

“Settl turned what I thought would be months of confusion into a clear, manageable process. I finally felt like I knew what I was doing.”
Sarah Mitchell avatar

Sarah Mitchell

Executor, California

Pricing

Simple, transparent pricing

Every plan starts with a 5-day free trial — full features so you can evaluate the assistant. Then pick the tier that fits your estate. Heavy AI and automation stay within fair-use limits (stricter during trial) so the product stays sustainable for everyone.

Simple Estate
$39/month

For straightforward estates under $500K.

What's included:
Guided executor onboarding
Document upload and AI parsing
State-aware task checklists
Auto-drafted emails and letters
Basic inventory tracking
Full EstateMost Popular
$119/month

For complex estates with multiple assets.

Everything in previous plan, plus:
Everything in Simple Estate
Unlimited document parsing
AI Q&A over your case data
Estate accounting and ledger
Beneficiary status portal
Deadline monitoring and reminders
Priority email support
Professional
$319/month

For attorneys and estate administrators.

Everything in previous plan, plus:
Everything in Full Estate
Multi-estate management
Court-ready document generation
Attorney and CPA collaboration
White-label beneficiary portal

Trial includes the same capabilities as paid for five days. Server-side rate limits and usage caps apply on trial (and on paid plans where noted) to prevent abuse; exact numbers ship with billing and API policy.

Testimonials

Families finding clarity

Hear how executors navigated estate settlement with confidence, turning an overwhelming process into manageable steps.

When my father passed, I had no idea where to start. Settl walked me through everything step by step. The document parsing alone saved me weeks of manual work organizing his accounts and assets.

Michael Chen avatar

Michael Chen

Executor, Texas

“The auto-drafted bank letters were a lifesaver. I just reviewed and sent them. No more googling what to write.”

Patricia Williams avatar

Patricia Williams

Executor, Florida

“As a co-executor with my sister, the shared task list kept us both on the same page. No more duplicate work or missed deadlines.”

James Rodriguez avatar

James Rodriguez

Co-Executor, New York

“I asked Settl if I could sell my mother's house yet, and it explained exactly what steps I needed to complete first. So helpful.”

Linda Thompson avatar

Linda Thompson

Executor, Arizona

“The beneficiary portal meant I didn't have to field constant calls from family members asking about status. They could see updates themselves.”

David Park avatar

David Park

Executor, Washington

“When things got complicated with a contested claim, Settl connected me with an attorney who actually understood the case because of the AI brief.”

Jennifer Adams avatar

Jennifer Adams

Executor, Illinois

I manage estates professionally, and Settl has transformed my practice. The AI document extraction and court-ready forms have cut my admin time by 60%. I can now serve more families.

Robert Martinez avatar

Robert Martinez

Estate Attorney, California

FAQ

Frequently Asked Questions

Everything you need to know about Settl and how it can simplify estate settlement

What is Settl and who is it for?
Settl is an AI-powered estate settlement platform designed for executors, administrators, and families navigating the process after a loved one passes. Whether you're handling your first estate or you're a professional managing multiple cases, Settl guides you through every step with intelligent automation.
How does the AI document parsing work?
Simply upload wills, trusts, death certificates, account statements, deeds, or any estate-related documents. Our AI extracts key information like assets, beneficiaries, deadlines, and required actions, then organizes everything into your case automatically. Every extracted fact includes source citations for easy verification.
Can Settl replace my attorney?
No, and we don't try to. Settl reduces your administrative burden and helps you understand what to do next, but it's not a substitute for licensed legal advice. For complex cases or risky decisions, Settl will flag the issue and help you connect with qualified attorneys or fiduciaries.
What types of estates does Settl support?
Settl supports both probate and trust administration paths across all U.S. states. Our state-aware checklists adapt to your specific jurisdiction's requirements, whether you're dealing with a simple estate or a complex multi-asset situation.
How does the beneficiary portal work?
Keep beneficiaries informed without endless phone calls. The beneficiary portal provides plain-English status updates on estate progress, upcoming milestones, and expected distributions. You control what information is shared and when.
Is my information secure?
Absolutely. We use enterprise-grade encryption for all data in transit and at rest. Your documents and estate information are never shared without your explicit permission. We're SOC 2 compliant and maintain strict access controls to protect sensitive estate data.

Start settling with confidence

Join thousands of families and professionals who have simplified estate settlement with Settl. Your AI copilot is ready to help.

5-day free trial — full product
Fair-use limits protect everyone during trial
Cancel subscription anytime