# Settling a parent’s estate A thread for the bank, the pension, the house and the tax office. You write it down once; your sister, your brother and the lawyer read it instead of calling. ## At a glance - **For:** Whoever is the executor, often the one who lives closest. - **You keep:** A folder for the estate with a thread per institution, shared with your sister and brother at Can view and the lawyer at Can add notes. - **Nothing to set up:** A short note after every call and letter, with a photo of what you sent and what came back. - **The moment:** On Monday, List filtered to Waiting shows which institutions have your papers, since when, and under which reference. - **Plan:** Pro · From USD 7.99 a month. 14 days free, no card. Only the one who shares needs Pro. Your family and the lawyer join free. ## Before Dad died in September, and you are the executor because you live closest. The bank, the pension fund, the life insurer and the tax office each want a certified copy, a form and a reference number, and each moves at its own pace. It all lives in a notebook by the phone. Your brother asks in the family chat where things stand, and your sister wonders aloud why the house isn’t sold yet. ## Why a thread, not a notebook and a spreadsheet ### Each institution at its own pace A thread each, so the bank’s reference doesn’t end up under the pension’s, and Waiting shows which ones have your papers. ### Your family reads instead of asking Share the folder at Can view. They see what was sent and when, and New marks what changed since they last looked. ### The proof sits with the call The name of the person you spoke to, the copy you sent and the letter that came back are in one thread, in order. ### Back when they said They said 15 business days: Remind me… on the thread brings it back the day they’re up. ## The moment Monday 2 November, before the calls: what you’re waiting on, and from whom. Example list: - Dad’s estate · Pension · Final statement requested on 14 October, reference PN-3391. Call again on Thursday. · Waiting - Dad’s estate · Life insurance · They won’t take a photocopy. Sent certified copy 5 on 28 October. · Waiting - Dad’s estate · House: clear and sell · The agent values it on 6 November. Ben wants to be there. · Waiting - Dad’s estate · Tax office · Nadia filed the final return on 22 October. · Waiting ## A thread, over time Your workspace starts empty. ### Bank: close Dad’s accounts Dad’s estate · Done · Shared · Clara, Ben, Nadia #### Mon 21 Sept *The first call: a name, a reference and what they need.* **You** · 10:30 Called the bank’s bereavement team at 10:15, spoke to Gary. The accounts are frozen from today; reference BR-77310. They need: - [ ] A certified copy of the death certificate - [ ] Their form, signed by the executor - [ ] My ID *Which copy went where, since there are only six.* **You** · 10:41 Certified copy 3 of 6 goes to the bank. [Image: Photo of the death certificate copy] #### Tue 6 Oct *Waiting, and the note says since when. Waiting* **You** · 16:20 Mailed copy 3, their form and my ID by certified mail. They said 15 business days. #### Tue 20 Oct *The lawyer adds what she heard, in the same thread.* **Nadia Haddad** · 10:05 Spoke to the bank: they have everything, and the closing letter goes out this week. #### Tue 27 Oct *Done, with the letter and a reference to the payment. Done* **You** · 11:15 Accounts closed. €8,240 paid into the estate account on 26 October. [Image: Photo of the bank’s closing letter] ↳ Estate account · 26 Oct ## Limits - Everyone in a shared folder sees every note in it: keep anything only for you in a thread outside it. - Search finds a file by its name, not by the text inside it: name a scan after the letter. - Tables have no formulas: keep the final accounts in a spreadsheet. - Notes aren’t end-to-end encrypted: keep passwords and full account numbers in a password manager. ## Start with one thread. [Start free trial](https://thread.page/auth/sign-up?returnTo=%2Fapp%2Fsettings%2Fbilling%23trial) 14 days of Pro, no card. Then from USD 7.99 a month. [Start a thread](https://thread.page/app) More use cases ### [Mom’s care: one of you writes, everyone knows](https://thread.page/use-cases/parent-care.md) You’re the one nearby, so you write: the new dose with a photo of the label, the X-ray, the pension office’s letter. Your sister and brother read it and stop asking. Pro · sharing ### [A claim you have to chase](https://thread.page/use-cases/claim.md) Every call with a name and a reference, the photos and the quotes, in the order they happened. When the adjuster changes, you read out the story instead of rebuilding it. Free · nothing to set up [All use cases](https://thread.page/use-cases.md)