Practical help after a recent death
For families handling the work after a recent death.
Paperwake helps families find official routes for closing accounts after a death, understand the next administrative step, and keep the work organized at a human pace.
Start with the free after-death checklist, or explore the Estate Plan when you want to keep institution follow-up together.
A clear place to start
Take the next practical step.
Use the free checklist for a gentle starting point. When you are ready for a focused tracker, the Estate Plan keeps institution follow-up together.
Guides, institution routes, phone scripts, and editable request letters are here when you need them.
A little more steadiness for what comes next.
Start wherever the work is asking for your attention. Paperwake keeps the practical details close without asking you to carry them all at once.
Find the right door
Institution directory
Find official routes for banks, benefits, insurance, subscriptions, and the other accounts that may need attention.
Keep the thread
Case workspace
Gather the institutions connected to a case and keep one small, reassuring next step beside each one.
Carry what helps
Document packet
Bring the selected institutions, notes, and practical details into a packet you can print and take with you.
Begin with the piece in front of you.
There is no perfect order. Choose a starting point, and let the rest wait until you are ready.
Paperwake Plan Ahead
Annual plans available
A thoughtful gift for the people you love.
Plan Ahead is Paperwake’s annual planning workspace for organizing account information, documents, and wishes, with a free Estate Plan for your named heir.
Individual plans are $49/year. Couple plans are $79/year for one shared planning record.
Plan Ahead annual plans
Choose an annual plan
Individual: $49/year. Couple: $79/year for one shared planning record. Both include a free 12-month Estate Plan for a named heir.
Billed yearly and renewed yearly until cancelled in the billing portal. Access continues through the paid term after cancellation.
A little preparation, guided by care.
The intention
What Plan Ahead is
An annual workspace to organize account details, documents to locate, and practical wishes for the people you name.
Clear boundaries
What Plan Ahead is not
It does not close or transfer accounts.
It is intended to help you prepare information; it will not take action on your accounts.
It is not legal or financial advice.
For decisions about your circumstances, speak with a qualified professional.