Premium Tool

The Rehearsal
find the gaps in your plan while you can fix them.

You died this morning. The Rehearsal walks through likely next steps using the contacts, document records, and answers saved in MORTL, plus selected state-specific rules. It reuses what you’ve already saved and flags the gaps this rehearsal checks.

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What’s included

  • An hour-by-hour walkthrough of the first month, based on your saved answers and document records
  • Selected state-specific checks: death certificate deadlines, small-estate thresholds, and estate or inheritance tax
  • A score from 0 to 100 for the items this rehearsal checks, with open items and suggested next steps
  • A Rehearsal Report to download as PDF or Word, print, or copy

A rehearsal built from your saved plan and your state's published rules, not legal advice.

The short answer

The Rehearsal walks your plan the way your family will have to: who gets called, what they can find, what they can open, what they'd owe. Every gap it finds is a gap you can still fix. Run it once a year and after every major life change; it takes about twenty minutes and tells you exactly what to repair.

Reviewed August 2026

Fix the most common gap first →The full planning checklist →

About this tool

What The Rehearsal helps you do

Walk through the documents and answers recorded in MORTL, apply the selected state, and flag the gaps this rehearsal checks. Walk through how your plan could work while people can still ask you questions. The exercise can reveal a missing document, an inaccessible account, or an unresolved decision. Address what you find, then revisit the plan after a major life change.

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