Frequently Asked Questions

SwiftProbate is an online tool that helps families and executors 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 guided onboarding questionnaire, asset, heir and beneficiary tracking, a starter set of personalized estate administration tasks with previews of the rest of your plan, sharing documents with Grace for analysis, county court, institution and probate form lookups from ChatGPT, Claude and other AI assistants through MCP, and 10 messages with Grace, our AI assistant. This lets you see what SwiftProbate will generate before you choose a paid plan.

You can start for free. Paid plans start at $39: Essentials is a $39 one-time payment and Complete is a $59 one-time payment. There are no subscriptions or hidden fees, and both paid plans include lifetime access to your account.

Essentials ($39 one-time) unlocks your full personalized task plan with deadlines and form links, automated research and tasks for each of your assets, document storage with editing and estate export, and up to 25 messages a week with Grace, our AI assistant. Complete ($59 one-time) includes everything in Essentials, plus unlimited access to Grace, the Form Assistant to help you fill out your county’s probate forms, the ledger and accounting reports with PDF export, and family collaboration so you can invite family members to view or help.

Both plans give you your full personalized task plan, research for each asset, and document tools. Essentials includes up to 25 messages a week with Grace, our AI assistant, resetting every Monday. Complete adds unlimited Grace, the Form Assistant for county probate forms, the ledger and accounting reports, and family collaboration. If you want help organizing forms, estate finances, or a family team, Complete is the better fit; if you mainly want your plan and asset research, Essentials covers that.

Yes. If you start with Essentials, you can upgrade to Complete at any time by paying the $20 difference. Everything you’ve already set up stays in place. Family members you invite to an estate use the estate owner’s plan, so only the owner needs to upgrade.

Yes. If you’re not satisfied with SwiftProbate within 30 days of a payment, contact us for a full refund of that payment. If we refund a purchase of the Essentials or Complete plan, paid features end and the information you added stays available to view. If we refund an upgrade payment, your account returns to the Essentials plan.

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 don’t require an attorney. SwiftProbate helps you understand the steps involved so you can make an informed decision about whether professional legal help is needed. If the estate involves disputes, significant tax obligations, or complex asset structures, consulting with a qualified probate attorney may be beneficial.