EverSettled provides a platform combining AI and human specialists to guide executors through estate settlement, including a 24/7 AI assistant named Sage and a personalized interactive checklist. Launched four months before the funding, the company says it has helped thousands of families across the U.S. and is available in all 50 states. The product can locate bank accounts and policies, cancel subscriptions, negotiate debts, organize documents, and allow multiple family members to collaborate. EverSettled charges about $1,499 billed to the estate, positioning its offering between self-serve software and high-end concierge services. Founded by Arum Kempster and Jacob Effenberger, the team built the product after interviewing more than 170 families and estate professionals and observing probate court processes. With the new funding, the company plans to expand hiring and broaden services to handle more complex estates.

Total raised

$5M

Funding rounds

1

Latest round

Seed

Latest activity

Jul 2026