How It Works

Get started with Linea in three simple steps. Our comprehensive platform guides you through estate digitalization, analysis, and provides tailored settlement solutions.

1: Digitalize Your Estate

Using our comprehensive guided setup, we'll help you create a complete digital picture of your estate. Our intuitive process captures all your assets, properties, and important details that need to be settled.

Privacy First: You can provide as much or as little detail about your financial accounts as you're comfortable with. We're simply trying to get a general picture of your estate for our analysis - full account numbers and sensitive details are not required.

Editable anytime from your dashboard

What We Capture

Investment accounts & portfolios
Real estate properties
Bank accounts & savings
Business interests
Personal belongings & valuables
Beneficiary designations

2: Smart Analysis

Your digital estate model is processed through our advanced analytics platform. We analyze the complexity of your estate and determine which local and state laws will apply to your specific situation.

Automated complexity assessment

Our Analysis Includes

Estate value assessment
Tax implications & planning
State & local law compliance
Complexity scoring
Required documentation
Timeline estimation

3: Choose Your Solution

Based on your estate's complexity, we present tailored settlement solutions with three tiers to match your needs and budget. You can always upgrade later or simply keep your online dashboard.

Essential

$

Perfect for straightforward estates

  • Interactive settlement plan
  • Document creation tools
  • Step-by-step guides
  • Trust & Will templates

Professional

$$

For complex estates needing support

  • Everything in Essential
  • 24/7 support team access
  • Professional advisor network
  • Priority question resolution

Premium

$$$

Fully custom expert solution

  • Everything in Professional
  • Dedicated expert team
  • Custom solution design
  • White-glove service

Flexible Options

Keep your dashboard for free
Upgrade anytime as needs change
No long-term commitments
Cancel or downgrade anytime

Ready to Get Started?

Begin your estate planning journey today with our comprehensive guided setup. See exactly how your estate will be handled with our smart analysis.