Frequently Asked Questions

SwiftProbate is an online tool that helps families navigate the probate process after someone passes away. We generate a personalized task list based on your specific assets, jurisdiction, and circumstances so you know exactly what needs to be done and when.

SwiftProbate is designed for executors, administrators, and family members who are responsible for settling an estate. Whether you’re a surviving spouse, adult child, or appointed executor, our tool helps simplify the overwhelming probate process.

SwiftProbate provides guidance for all 50 US states. Our research engine generates state-specific task lists, forms, and deadlines tailored to each jurisdiction where the deceased held assets.

The free plan includes the complete onboarding wizard, full asset discovery, and a sample task list for one asset. This lets you see exactly what SwiftProbate will generate before you pay for the full experience.

The $199 one-time payment unlocks automated research for all your assets, complete task lists with deadlines and form links, unlimited document storage, family collaboration features, and lifetime access to your account.

Yes. If you’re not satisfied with SwiftProbate within 30 days of purchase, contact us for a full refund. We want you to feel confident in your investment.

The onboarding process takes about 5 minutes. Once you’ve entered your estate details and assets, we generate your personalized task list within minutes. You can save your progress and return at any time.

Yes. You can add new assets at any time and we’ll generate additional tasks specific to each new asset. This is especially helpful as you discover assets during the probate process.

Absolutely. We use industry-standard encryption and security practices. Your data is stored securely and is never shared with third parties. We take the privacy of your estate information very seriously.

No. SwiftProbate is an informational tool that helps you organize and understand the probate process. We are not a law firm and do not provide legal advice. For complex estates or legal disputes, we recommend consulting with a qualified probate attorney.

It depends on the complexity of the estate. Many straightforward estates can be handled without an attorney using SwiftProbate’s guidance. However, if the estate involves disputes, significant tax obligations, or complex asset structures, an attorney may be beneficial. SwiftProbate can help you understand what’s involved so you can make an informed decision.