Your estate roadmap
The estate of Eleanor Hartwell
On trackExecutor: Daniel Hartwell · Appointed by the court
This is everything we found and organized for the estate, the road still ahead, and the right way for us to carry it for you.
What we found
Organized from the documents and accounts gathered during Estate Setup.
Money we searched for
Found in Eleanor Hartwell's name during our unclaimed-property and lost-policy search:
- Unclaimed property — CA State Controller (uncashed dividend)$9,820.00
- Lost Prudential life-insurance policy$4,380.00
$14,200.00 recovered so far — money the family may not have known about.
Family & access
Who can see this estate, and who's serving as executor. Invite family members from your portal.
- daniel.hartwell@example.comOwner · executor
- sarah.reyes@example.comCo-executor
- thomas.h@example.comFamily viewer
Documents
Upload the will, death certificate, statements, and bills — or email them to care@kindredestate.com and your coordinator files them here.
- Death certificate.pdfMay 25, 2026
- Last will & testament.pdfMay 26, 2026
- Wells Fargo statement — March.pdfJun 3, 2026
- Homeowners insurance policy.pdfJun 6, 2026
The road ahead
9 tasks still to do across the estate — the work your coordinator carries for you.
Next deadlines
- Get the estate EIN and open the estate bank accountJul 3, 2026
- File life-insurance and retirement claimsJul 10, 2026
- Coordinate the date-of-death appraisal on the residenceJul 22, 2026
- Inventory & value all assets (DE-160)Jul 28, 2026
- Notify creditors and review claimsAug 15, 2026
Your recommended next step
Based on what we found, this is a Moderate / Core Admin estate.
- ✓Formal probate is likely
- ✓7 financial accounts to contact
- ✓8 assets/accounts to track
- ✓1 real property to coordinate
Your $950 Estate Setup is credited toward this package.
- •Everything in Simple, plus:
- •Date-of-death valuation coordination
- •Estate ledger & draft accounting packet support
- •Attorney, CPA & real estate agent coordination
- •Real-property coordination (1 property)
- •Biweekly status updates
Illustrative comparison, not a quote. A full-service law firm bills the administration and the legal work together at hourly rates; Kindred handles the administration for a flat fee and an independent attorney handles the legal filings.
Ready to take this off your plate?
Start with a fixed-fee Estate Setup and we'll build your real roadmap — exactly like this one, for your family's estate.
Start Estate Setup →The full ladder
Every estate is different. Here's the whole menu — the recommended package is highlighted.
A small, clean, cooperative estate — no dispute and no real-estate sale to coordinate.
A normal uncontested estate — probate likely or open, assets and debts to organize, an attorney to support.
Real estate, more assets or heirs, or an out-of-state executor — Kindred runs as your operating desk.
I built Kindred while settling my own mother's estate. I carry the months of administration so you can focus on your family — you stay in control, I do the work.
You don't have to manage anything here — this is your coordinator's work, shared with you. A real person is one call or text away the whole time.
Kindred provides estate administration and coordination. We are not a law firm and don't give legal advice. Figures shown here are organized from the documents provided and are illustrative, not a valuation, a quote, or a promise of savings. Your coordinator confirms the recommended package with you before anything is charged.