For executors

A 30-minute call
for executors.

Tell us your state and where things stand. We’ll go through the steps in order, what’s due when and what to gather, then email you a short list of your next steps.

 

Checking whether a call is open for you.

Calls are with Stephanie Werner, MORTL’s founder.

What happens

  1. 1. You book.

    A short form asks your state and when you’re free.

  2. 2. We set a time.

    You’ll get an email with a time within one business day. Phone or video, your choice.

  3. 3. We talk for 30 minutes.

    We go through your state’s steps in order: what to do first, what’s due when, how probate works in your state and the signs an estate needs it, and what to gather.

  4. 4. You get your list.

    Within two business days, a short written list of your next steps lands in your inbox.

Good to know

  • This is general information about how the process works. It isn’t legal advice, and the person on the call isn’t your lawyer.
  • If your situation needs a lawyer, we’ll tell you.
  • What you tell us is used to prepare for your call and nothing else. Only Stephanie sees it.
  • The free tools stay free: Executor Checklist, Do I Need Probate? and your state guide.