EstateAssist - Main Screen — Estate roadmap home screen for EstateAssist

The home screen of EstateAssist, which welcomes the executor by name to the estate they’re handling. Shortcuts lead to documents, resources, the estate vault and account settings.

The center of the page is the estate roadmap: five stages, from tasks to accounting, details, distribution and closure. Picking one explains what to do next, with a link to the executor’s legal duties and a progress bar of tasks left. Below, recent activity has an illustrated empty state, and a knowledge base search answers questions about taxes or document templates.