What it sells
Estate settlement, from verified discovery to distribution
Business model breakdown
Buyer: who owns the budget?
Executors/family members settling an estate (consumer), with fees chargeable to the estate; also attorneys via an 'For Attorneys' page.
Trigger: what makes them buy now?
A death in the family: executor overwhelmed by probate filing, deadlines and unknown accounts.
Workflow: what inputs become what output?
Upload will/death certificate/statements, get roadmap and estate type, pre-filled state probate forms, asset search for hidden accounts, then banks contacted, EIN filed and estate bank account tracked.
Economics: what it saves and how it charges
Fixed-fee tiers paid by the estate; claims $4,500 average attorney time saved on setup and 'comparable concierge plans average $14,700' vs $6,000.
Distribution: how it reaches customers
Self-serve web with free roadmap entry ('Start free'), SEO resource content, attorney referral/invite flow.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.