EstateAssist — Tasks — Estate settlement task groups for EstateAssist

Estate tasks in EstateAssist, the first of five stages an executor works through. The whole job is broken into numbered groups in order: immediate steps, funeral, care-taking, information gathering, legal validation, banking, closing accounts, asset management, pay and reimburse, tax payment and distribution.

Each group has a one-line description and a count of tasks left with a progress bar, and expands to show its tasks. A guide link under the heading explains the process, and a calm line illustration sets the tone.