For estate & probate attorneys
Families who need an estate attorney find you on Omuna.
Every family we help learns which steps need a lawyer and finds trusted attorneys near them. List your firm free, and give the clients you already have a clear plan for everything around the estate.
Free for founding partners. No contract.
We send families to attorneys.
Step 1
A family starts their checklist.
Families find Omuna through search in the weeks after a death.
Step 2
Omuna flags the legal steps.
Probate, the will, the estate tax return: wherever a step needs an attorney, the task says so.
Step 3
They find you.
Right there, families see estate and probate attorneys near them, with your practice areas and how to reach you.
They come to you for the law. They bring you everything else.
You handle the estate. Their family handles everything around it.
A grieving client arrives with a folder of statements and a dozen questions, and most of them aren’t legal ones. Who cancels the phone plan? Does the credit card need closing? How many death certificates should they order?
Someone has to do that work. It isn’t yours, and often there’s nowhere else for it to go.
- Half of every meeting goes on things that aren’t probate.
- I wish they had something to work from between appointments.
- Did anyone ever freeze the credit reports?
- I’d send them something, if I knew it was sound.
The estate, divided honestly.
Every task named below is on each family’s checklist today. The legal ones send the family back to an attorney, in the checklist’s own words. The rest is theirs to work through, in order.
What stays with your firm
Probate
On their checklist: Start the probate process (Contact Attorney)
“An estate attorney can guide you.”
Creditor claims
On their checklist: Notify any additional creditors
“Work with your estate attorney to review and respond.”
The final accounting
On their checklist: Prepare final accounting for probate
“Your estate attorney will guide this process.”
Distribution and closing
On their checklist: Perform final distribution to beneficiaries · Close the estate formally
What the family works through on Omuna
Accounts
On their checklist: Find and close bank accounts · Find and transfer investment accounts
Benefits and insurance
On their checklist: Notify life insurance companies · Apply for Social Security survivor benefits · Apply for veterans benefits
Bills and subscriptions
On their checklist: Notify utility companies (Power/Water/Trash) · Cancel online and physical subscriptions
Identity and digital life
On their checklist: Freeze credit reports at major agencies · Find digital wallets, crypto, and passwords
Whatever else comes up
On their checklist: Tasks the family adds for themselves
Easy to hand over, before the first meeting.
The same free checklist and guides every family gets. Nothing in it tries to do your part. Share a link in your engagement letter or intake email.
Guides for every state
Probate, executor duties and death certificates for all 50 states and DC, readable without an account. Louisiana’s explains succession, which it uses instead of probate.
A preview with no account
The checklist preview is open to anyone. See exactly what a family would see before you send it to one.
Room for their own tasks
70 tasks in four phases, from the first days to closing the estate. When something only that family would know about comes up, they can add it.
Shared with the family
The executor can invite siblings or a spouse, assign tasks by name and leave notes, so one person isn’t relaying everything to everyone.
Omuna doesn’t give legal advice. It keeps the rest of the work organized, so the time with you can go to the law.
More clients in. Less admin once they’re yours.
Be found by families who need you.
A free listing where families look for estate and probate help near them.
Fewer “where are we?” calls.
Clients and their families see what’s done and what’s next without calling your office.
Clients who keep things moving.
Death certificates ordered, accounts found and notices sent, so the estate doesn’t stall waiting on them.
A family that comes back.
Heirs who had a good experience call you for their own estate plan.
Your clients’ information stays private.
Only the family, the people they invite and your team can see it. We never sell personal information or share it with advertisers.
Questions attorneys ask us
Does Omuna give legal advice?
No. Omuna is a checklist and a library of plain-language guides. It isn’t a law firm, and where a task may need an estate attorney, its description points the family to one.
Is there a version built for law firms?
No. Your clients use the same free checklist and guides as every family. Estate and probate attorneys can apply for early access to the partner portal, which is in beta.
What does the partner portal do?
It lets your organization set up a family’s checklist for them and see how far along each of your families is. It’s in beta, working with a small group of funeral homes so far, and we add organizations one at a time after a conversation.
Does it cost anything?
Omuna is free for our founding partner firms, with no contract and no per-referral fee. Families can start using Omuna for free.
Will it get in the way of how I run an estate?
It shouldn’t. The checklist follows the usual order of things after a death, and the legal tasks send the family back to you. If a task doesn’t fit a client’s situation, they can tick it off and move on, or add tasks of their own.
Who can see a client’s information?
Only the people working in that family’s checklist: the family, anyone they invite, and your team if you set the checklist up for them through the partner portal. Traffic is encrypted in transit, and we don’t sell personal information or share it with advertisers.
Does Omuna compete with attorneys?
No. Omuna handles the non-legal tasks around an estate and sends families to attorneys for everything that needs one. We never give legal advice, and we never steer families away from hiring a lawyer.
Estate administration checklist and probate guides
Browse the estate attorney directory, the state probate guides, Probate 101, or the page for executors.
Others we help
- Families after a lossSomeone has died and there is a lot to do. Start here.
- ExecutorsYou’ve been asked to handle the estate. Here’s the shape of it.
- CaregiversLooking after a parent now, and getting ready for later.
- Funeral homesAftercare that keeps going once the service is over.
- Hospice teamsSomething to give families before the loss, and after it.
- End-of-life doulasYou hold the emotional work. Let the paperwork live somewhere else.
- Grief counselorsKeep sessions on grief. Let the to-do list live somewhere else.
- Employers & HRSomething kind and useful to share with a grieving colleague.
Give them somewhere to put the rest.
Send a client the checklist today. List your firm so families can find you, or become a founding partner to set families up yourself and see how they’re getting on.
Free for founding partners. No contract. Not legal advice.