SwiftProbate vs Settled
SwiftProbate is a self-service tool that guides families and executors through every step of estate settlement — with a personalized, county-specific checklist, deadline tracking, document tools, and Grace, an AI assistant available 24/7 to answer questions along the way.
Settled (settledestate.com) is a probate content site with free guides and $19 personalized PDF plans, currently covering Florida, California, Texas, and Ohio.
This comparison is for informational purposes only. SwiftProbate is not a law firm and does not provide legal advice.
What is Settled?
Settled (settledestate.com) is a content-driven probate site offering free county-specific guides, court contact info, and filing fee information, plus paid $19 personalized plans ("Probate Action Plan" and "Estate Plan Roadmap") that output a personalized PDF/document. Coverage is currently limited to Florida, California, Texas, and Ohio (467 counties). Settled does not provide ongoing software, document management, an AI assistant, or family collaboration — it's primarily a content site with a one-shot paid output.
Key Differences
State Coverage
All 50 US states plus DC — with 3,200+ county-level probate guides covering courthouse details, filing fees, and local procedures.
Florida, California, Texas, and Ohio only (467 counties). "Additional states coming soon."
What You Get
An AI-generated personalized checklist tailored to your county, assets, heirs, and situation — plus document tools, deadline tracking, family collaboration, and Grace, a 24/7 AI chat assistant.
Free educational content plus a $19 personalized PDF/document. No ongoing software, no AI assistant, no document management or collaboration.
AI Capabilities
AI research engine generates the full personalized checklist; Grace answers follow-up questions 24/7 and helps fill out probate forms.
Static guides and a personalized PDF generator. No AI chat assistant.
Workflow Depth
Designed as the tool you use throughout the entire process — from onboarding through final distributions.
Designed as a starting reference and one-time output, not an end-to-end workflow.
Feature Comparison
| Feature | SwiftProbate | Settled |
|---|---|---|
| Pricing | ||
| Price | $39 one-time | $19 paid plans |
| Free tier | Yes — full personalized starter checklist | Yes — content guides |
| Features | ||
| Personalized AI research | ||
| Document management | ||
| Family collaboration | ||
| AI chat assistant (24/7) | Yes — Grace | |
| Ongoing tool throughout the process | No — one-time output | |
| Deadline tracking | Limited | |
| Coverage | ||
| State coverage | All 50 states + DC | FL, CA, TX, OH only |
| County-level guides | 3,200+ | 467 (in 4 states) |
| Institution guides | 160+ | |
Your estate is unique — get a personalized task list with deadlines, forms, and next steps
Start freeWhy Consider SwiftProbate
- Get jurisdiction-specific probate guidance no matter where your estate is — all 50 states plus DC, not just 4
- Get a personalized AI-generated checklist tailored to your assets, heirs, and county — not a static guide
- Use SwiftProbate as your tool throughout the process — document management, family collaboration, deadline tracking
- Ask follow-up questions 24/7 with Grace, our AI chat assistant — including help filling out probate forms
- Use institution-specific guidance for the banks, brokerages, and insurers in your estate (160+ guides)
- Try the free tier first to see exactly how SwiftProbate fits your situation
Why Consider Settled
- Your estate is in Florida, California, Texas, or Ohio and a $19 PDF plan is all the structure you need
- You want free written guides as a starting reference and don't need ongoing software
- You're not looking for an end-to-end tool, just a one-time output
Which is Right for You?
Choose SwiftProbate if...
Families and executors anywhere in the US who want a complete, personalized tool to use throughout the process — with an AI assistant available 24/7.
Choose Settled if...
Executors in FL, CA, TX, or OH who want free guides and a low-cost one-time PDF output as a starting reference.
Frequently Asked Questions
Does Settled cover my state?
How is SwiftProbate different at $39 vs Settled at $19?
Does Settled have an AI chat assistant?
Which is better for a first-time executor?
Navigate probate with confidence
- Personalized to your assets, heirs, and jurisdiction
- Deadlines calculated from your date of death
- Track progress and store documents in one place
Free — no credit card required
Informational guidance only — not legal advice
Disclaimer: This comparison is for informational purposes only and does not constitute legal advice. Feature and pricing information is based on publicly available data as of April 2026 and may have changed. SwiftProbate is not a law firm and does not provide legal representation. Consult a qualified attorney for advice specific to your situation.