Settlement Assessment

How difficult will your settlement process be? Take this rapid assessment to receive a preview.

Collage of woman pondering at a desk. List of questions including:  Who do I need to inform? Do we need to go through porbate?  How do I get access to bank accounts? Do I need a lawyer?  What about taxes?

10 Questions. 2 Minutes. Instant results.

Settling an Estate can be relatively simple or meaningfully complex. Research shows that the settlement process can take anywhere from 200-1,200 hours. Some Estates can be settled independently, at a relatively low cost. Others require retaining a lawyer and spending thousands of dollars.

Where does your settlement fit on the complexity scale? Take this free Settlement Assessment and get a customized report in minutes.

Start any settlement process with Legacy Logix

No matter how complex the settlement, Legacy Logix can help you navigate the process. Our Estate Settlement software gives you an intelligent, secure platform to take control of settlement information and activity. Use it to organize all the moving parts, analyze documents, report on assets, and track expenses and distributions. And you can easily share your progress with the people that need to know.

Download our settlement checklist

Our settlement checklist provides a detailed list of over 70 tasks to consider throughout the settlement process. You can download a version of it free.