Plan
Personalized tasks with urgency, due dates, subtasks, owners and notes.
A guided after-loss workspace
You don’t have to hold the whole process in your head.
AfterLoss organizes urgent decisions, people, documents, accounts, assets, debts, provider quotes, follow-ups, and estate handoff notes into one private workspace that runs in your browser.
Private by defaultWorks offline after first visitEncrypted backup available
Start with what matters now
A timeline that separates urgent work from work that can wait.
AfterLoss is an organizer and educational tool, not legal, tax, medical, or financial advice. Requirements vary by state, ownership, family circumstances, and estate complexity.
More than a checklist
Build one living case record.
Enter the decedent and estate context once. AfterLoss uses it to tailor the plan, show applicable tasks, carry names into letters, track who is responsible, and generate a clean case summary for a lawyer, CPA, or family handoff.
People
Contacts, responsibilities, last contact, follow-up date and status.
Estate
Assets, debts, beneficiaries, ownership, status and estimated totals.
Handoff
Documents, provider quotes, letters, resources and a printable case report.
Executor dashboard
Your AfterLoss case
Set up the case to receive a personalized path.
Next actions
What deserves attention next
Timeline
Work by urgency
Case pulse
Open loops
Professional handoff
Generate a clean case summary
Create a printable report with case details, unresolved tasks, contacts, documents, assets, debts, provider quotes and notes. Useful for an attorney, CPA, financial institution, or family handoff.
Personalized plan
Your path, not a generic checklist.
Tasks adapt to your case answers. “I don’t know” answers create discovery tasks instead of forcing a guess.
People & follow-ups
Know who is involved and what you are waiting on.
Track family helpers, funeral home contacts, lawyers, accountants, institutions, creditors and anyone assigned a task.
Estate inventory
Build the financial picture before things are moved or paid.
Track approximate values and status without storing passwords, full account numbers, PINs, seed phrases or authentication codes.
Gross assets$0
Known debts$0
Simple net snapshot$0Not a probate or tax valuation.
Assets
What may have value or transfer rights
Debts & claims
What may require review
Providers & quote comparison
Compare services without losing track of who said what.
Search nearby providers, then save quote details locally for side-by-side comparison. AfterLoss does not rank or endorse providers.
Saved comparisons
Provider quotes
Funeral cost worksheet
Compare itemized funeral costs
The FTC Funeral Rule gives consumers important pricing rights. Use this worksheet to compare provider quotes and ask for applicable price lists.
Letters & communications
Reuse case details instead of starting from a blank page.
Templates are generic starting points. Review before sending, especially where legal rights, debts, benefits or deadlines are involved.
Official resource center
Start with primary sources when rules matter.
These links go to U.S. government or regulator resources. State and local requirements still vary, so AfterLoss also builds location-specific searches from the state and county in your case.
State & local finder
Set your state to personalize official searches
AfterLoss will build searches for vital records, probate court, DMV, unclaimed property and state tax resources using your case location.
Privacy & methodology
Designed to minimize unnecessary data exposure.
What this version stores
Your case information is stored in your browser’s local storage. It is not sent to an AfterLoss server by this static Cloudflare Pages build. Clearing browser data can remove it.
What not to enter
Do not store Social Security numbers, passwords, full financial account numbers, PINs, private keys, seed phrases, authentication codes, medical records, or other secrets.
Backups
The encrypted backup tool uses browser-side Web Crypto with a password you provide. AfterLoss does not know or recover that password. Keep a safe copy of the file and password separately.
Methodology
AfterLoss organizes common administrative categories and links to primary government resources for federal guidance. Legal, probate, tax, ownership, creditor, benefits, and filing rules can vary by jurisdiction and case facts. Use qualified professionals when consequences are material.
Accessibility
The interface uses keyboard-accessible controls, semantic labels, visible focus states, responsive layouts, and reduced-motion support. If a workflow creates a barrier, use the printable case report or exported backup as an alternate handoff format.