Lumeway guides you through life's hardest transitions — from paperwork and deadlines to knowing who to call and what to do first.
We've gathered state-specific resources, timelines, and step-by-step guides for each transition. Learn more about what you're going through — and let Lumeway walk you through it.
From death certificates to survivor benefits — every step, in order.
Asset division, custody, and new accounts — handled with clarity.
File for unemployment, update your resume, protect your benefits.
Coordinate every moving part — licenses, utilities, registrations.
SSDI and insurance claims made manageable, from application to appeal.
Social Security timing, Medicare enrollment, and retirement transition steps.
"My mom just passed away. I'm the executor. She lived in Illinois." The Navigator asks a few questions, then gives you a phased roadmap — what to do this week, this month, and over the next 6–12 months, specific to Illinois probate law.
34 tasks appear on your checklist, organized by urgency. A calendar shows every deadline — 30 days for bank notifications, 6 months for survivor benefits, 9 months for estate tax. Your next step: obtain certified death certificates.
Open the Bank Notification template. Fill in the details. Lumeway formats it into a letter ready to customize, sign, and send.
Log every phone call, every letter sent, every form filed. It all shows on your calendar and activity log. When the probate attorney asks what you've done so far, you have the answer.
The dashboard is the product — and it does a lot more than you'd expect. Here's what's waiting for you.
See all features →Every Lumeway transition comes with a free personalized checklist and guidance conversation. No signup required.
Tell us what's happening — get a personalized roadmap in 60 seconds with state-specific deadlines, next steps, and exactly who to call.
Start chatting free →Your dashboard populates with every task organized by urgency. Every deadline calculated automatically from a single date — tracked on your calendar.
See how it works →A free downloadable guide for anyone navigating a major life change. Enter your email on the shop page to get it instantly.
Download free →Editable worksheets, checklists, and letter templates for every step of your transition — download and keep forever.
Checklists, letter templates, and deadline tracking — from death certificates to closing accounts.
Organize financial disclosure, plan custody arrangements, and draft letters to attorneys and agencies.
File for unemployment, review your severance, reset your budget — with letter templates for HR, COBRA, and creditors.
"When life changes, find your way through."
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Practical checklists, planning tools, and honest advice for life's hardest transitions — delivered to your inbox.