Inside Afterly Plan Premium: Every Feature That Helps You Settle an Estate

By Susan Jackson · Published 2026-04-30 · 7 min read

A complete tour of Afterly Plan Premium — interactive checklists, calendar and timeline views, document templates, Ann the AI assistant, sticky notes, smart reminders, and family collaboration.

Settling an estate is rarely one big task. It's hundreds of small ones — phone calls, paperwork, deadlines, decisions — spread across months and shared with family who may live in different states. Afterly Plan Premium is built to hold all of that in one calm, organized place so you can move forward without losing track.

Here's a complete walkthrough of what's included and how each feature is designed to lighten the load.

1. The Interactive Checklist — Your Master Roadmap

The Interactive Checklist is the heart of Afterly Plan Premium. It pulls every task from every project plan — Funeral Arrangements, Legal Estate, Financial Affairs, Home Selling, Personal Affairs Closeout, Mineral Rights, Business Sale, and more — into a single prioritized master list.

• Priority-based grouping so the most urgent items surface first
• Cross-project tracking that removes duplicates and points you to official sources
• Custom task creation for anything unique to your family's situation
• A dual-layer disclosure pattern that keeps the page calm — details expand only when you need them

You always know what to do next, and you never have to hold the full list in your head.

2. Calendar & Timeline Views

Some tasks are about when, not just what. Premium gives you three ways to see the same work:

• A task list for focused execution
• A monthly calendar for upcoming deadlines at a glance
• A Gantt-style timeline to see how phases overlap across weeks and months

Drag to reschedule, and everything stays in sync.

3. Progress Dashboard

The Progress Dashboard turns dozens of moving parts into a clear picture of how far you've come. You'll see real-time completion across every project plan, category breakdowns, velocity trends, and AI-estimated completion dates.

Small wins are celebrated too — confetti milestones at 1, 5, and 10 completed tasks remind you that progress is happening, even on the hard days.

4. Document Templates

Premium includes professionally written templates for the documents families actually need:

• Obituaries and eulogies
• Estate inventories
• Notification letters to banks, employers, and government agencies
• Executor correspondence

Fill in the details once and export to PDF, Word, or plain text. No staring at a blank page during the worst week of your life.

5. Sticky Notes — Capture Details as You Go

Estate work generates a lot of small facts: account numbers to call back, names of helpful representatives, follow-up dates, mental notes from a phone call. Sticky Notes let you attach these to any task on any project plan, then review everything in one unified dashboard with search and filtering.

Nothing important gets lost on the back of an envelope.

6. Ann — Your AI Estate Assistant

Ann is Afterly Plan's compassionate, context-aware AI assistant. Unlike a generic chatbot, Ann knows:

• Your state's specific probate rules and thresholds
• Where you are in your personal checklist
• Which project plans apply to your situation

Ask her anything — "What does 'letters testamentary' mean?", "What's next after the death certificate arrives?", "Do I need probate for a $40,000 bank account in Texas?" — and you'll get a clear, supportive answer right when you need it.

7. Smart Reminders

Deadlines in estate settlement are unforgiving — tax filings, creditor notices, court dates. Premium's Smart Reminders let you:

• Set reminders on any task
• Receive email notifications ahead of every deadline
• Use AI-suggested reminder times so you're prepared, not surprised
• Configure recurring reminders for ongoing obligations

8. Collaborator Access — Share the Work With Family

Estates are rarely a one-person job. Premium lets you invite family members or co-executors to collaborate on the same plan with secure, time-limited access tokens. Everyone sees the same checklist, the same notes, and the same progress in real time — no more group texts, conflicting spreadsheets, or "I thought you were doing that."

9. Bills & Contacts Trackers

Two often-overlooked tools that quietly save hours:

• Bills Tracker — log recurring charges, autopay subscriptions, and outstanding balances so nothing slips through the cracks
• Contacts Tracker — keep every attorney, banker, funeral director, and government contact organized in one place

10. Time Tracker for Executors

If you're acting as executor, your time may be billable to the estate or reimbursable. The Time Tracker logs billable and unskilled hours by category and exports clean reports to Excel — making accounting and reimbursement straightforward.

11. Personalized Plan

When you upgrade, Premium walks you through a short personalization flow — your state, your role, the situation you're navigating — and tailors every project plan, deadline, and recommendation to you. No more sifting through generic advice that doesn't apply.

Built Around One Idea

Every feature in Premium ties back to a single belief: managing the chaos of loss shouldn't add to the grief. The tools are designed to remove friction, not add it — to let you focus on your family while Afterly Plan keeps the moving parts organized.

Ready to see it for yourself? Start with Afterly Plan Premium for $9.95/month and get the complete toolkit for navigating estate settlement with confidence.

Published by Afterly Plan. This article is for general informational purposes and is not legal, tax, or financial advice. Consult a licensed professional for guidance specific to your situation.