You don’t have to
do this alone.

When a loved one passes, there are dozens of calls to make, forms to file, and accounts to close. Our team handles all of it: so you can focus on what matters.

No payment required. Free 3-day trial to see how it works.

gracesettle.com/dashboard
FAMILY DASHBOARD
Case Overview
3 items need attention
Overall Progress42%
Government
2/4
Benefits
1/3
Accounts
1/5
Estate
0/3
SSA survivor benefits applicationIn Progress
MetLife life insurance claimNeeds Signature
Chase account closureIn Progress
EST. BENEFITS FOUND
$47,500
across 3 claims
Just completed
SSA death notification filed. Survivor benefits submitted.
2 hours ago
Recommended by funeral homes
Available in TX
Your data is never sold or shared
Most filings started within 48 hours
SIMPLE PROCESS

Three steps. That’s all.

We designed this for the hardest week of your life. No learning curve, no legal expertise required.

STEP 01

Tell us about your loved one

In about five minutes, share what you know. No legal jargon, no confusing forms. Just a simple, guided conversation. You don’t need to have everything organized up front.

STEP 02

Our team takes it from here

Your dedicated coordinator and our specialists get to work: filing with Social Security, the IRS, the DMV, closing accounts, discovering benefits, and handling the endless paperwork.

STEP 03

You stay informed, never burdened

Track every filing, every closure, every dollar recovered from your personal dashboard. We surface what matters and handle the rest. No phone calls required.

WHAT WE HANDLE

The to-do list no one prepares you for

After a loss, families face 50 to 75 administrative tasks. Most don’t know where to start. Our team specializes in every one of them.

“I didn’t know where to start. Within 48 hours, they’d already filed with Social Security and found a life insurance policy I didn’t know existed.”

— What families tell us

Government Filings

We prepare everything for Social Security, the IRS, and the DMV: every form filled, every letter drafted, every deadline tracked. Your 45-minute confused phone call becomes a 10-minute confident one.

Social Security death notificationSurvivor benefits applicationIRS final return guidanceDMV license cancellationVoter registration removal

Benefits Discovery

We scan for every dollar your family is owed: life insurance, pensions, VA benefits, employer death benefits, union payments, and more you may not know exist.

Life insurance claim filingPension & 401(k) survivor claimsVeterans benefits (VA Form 21P-530)Employer final paycheck & PTOSSA lump-sum death payment ($255)

Credit Protection

We notify Equifax, Experian, and TransUnion to place a deceased alert: preventing identity theft before it starts. One letter handles all three bureaus.

Credit bureau death notificationDeceased credit report requestFraud monitoring guidanceJoint account protection

Account Closures

Banks, credit cards, utilities, subscriptions, phone lines: we prepare closure letters for each one and tell you exactly what to bring if an in-person visit is required.

Bank account closure/transferCredit card settlementUtility transfersSubscription cancellationsSocial media memorialization

Estate Assessment

We evaluate whether probate is needed, identify small estate shortcuts available in your state, and connect you with an attorney when the situation requires it.

Probate necessity evaluationSmall estate affidavit (if eligible)Attorney referral networkProperty transfer guidance

Here When You Need Us

Questions at 3 AM? Your coordinator responds within hours, not days. Every update appears in your personal dashboard so you always know what’s happening.

Dedicated case coordinatorReal-time dashboard updatesMilestone notificationsDocument storage & tracking
TRANSPARENT PRICING

One flat fee. No surprises.

Choose the level of support your family needs. Start with a free 3-day trial.

Guided

We generate every document, letter, form & call script. You review, print, mail & call.

$99one-time
Complete case plan generated
Every document, letter & form created
Call scripts with step-by-step instructions
Dashboard with task tracking
Deadline monitoring & reminders
Credit bureau notifications
Start Free Trial
Recommended

Full Service

We handle almost everything. We mail letters, send emails, make calls. You just approve.

$399one-time
Everything in Guided
Letters mailed via certified mail
Emails sent on your behalf
Phone calls via voice AI
Delivery tracking & follow-ups
Automatic escalation on no-response
Start Free Trial
QUESTIONS

Families often ask

Who handles my family’s paperwork?+

Our team of trained specialists. Each family is assigned a coordinator who oversees every task and keeps you informed throughout the process.

How quickly do you start?+

Most filings begin within 48 hours of completing your intake. Some tasks, like credit bureau notifications, can be initiated the same day.

Do I need to have all the documents ready?+

No. Share what you have now — we’ll guide you on what else is needed and help you obtain it. Many families don’t have the death certificate for 1–2 weeks, and that’s okay.

Are you a law firm?+

No. GraceSettle is a concierge service that handles administrative tasks. For complex legal matters like contested wills or property transfers, we connect you with qualified attorneys in our referral network.

What if I’m not satisfied?+

Both plans start with a free 3-day trial so you can see how it works before committing. If we haven’t met your expectations, you are under no obligation to continue.

You don’t have to do this alone.

In five minutes, you can hand off the paperwork and get back to what matters — being with your family.

Start Your Free Trial

No payment required. We are here whenever you are ready.