How to keep track of the dates on estate letters

Which dates are worth writing down?

A date that a letter prints is worth writing down, as printed. June's Help keeps the dates it finds with the letter they came from. These are the common kinds:

• The date of the letter itself.
• A date to reply by, or to send something by.
• A date for an appointment, a call or a payment.
• The period a statement covers, or the day a change starts.

See also: How to sort the letters that arrive after a death, What to do with a loved one's mail after a death

How can a date be recorded?

A date can be recorded in a few lines. For a letter that June's Help has read, its page already shows the date and the sender, which covers steps 1 and 3 below. For the four kinds read in plain words, it also quotes the letter's own line that holds the date, which helps with step 2. The calendar and any extra reminder stay with the family, because June's Help has no calendar. The person who signed up can tick a date done in June's Help, and the family can still note what was done and on what day.

The June's Help date-tracking checklist

1. Copy the date exactly as printed: the month, the day and the year.
2. Write what the date is for, using the letter's own words where possible.
3. Note who sent the letter and how to reach them.
4. Put the date on one calendar, shared with the family members who are helping.
5. Set a reminder on the family's own calendar.
6. After acting, write down what was done and on what day.

See also: How to organize a loved one's papers after a death

Where do the dates show in June's Help?

A date shows with the letter it came from. A due date is a date that a letter asks something by or sets something for, such as a payment, a call or an appointment. On the "Your letters" page, the row of a letter that June has read names a due date as "The date printed on it is" followed by the date, and a letter that prints no date says "No date is printed on it, so I haven't made one up."

The Dates page lists the dates printed on the letters, and Today shows the ones coming up, five at most. Each says where it comes from: the date is printed on a letter, and which letter. The person who signed up ticks a date done with "Mark done", on Today, on the Dates page or on the letter's own page, and can undo it with "Undo".

The letter's own page has a section called "The date on the letter", or "The dates on the letter" when there are several. A due date shows there as a badge with the month and day, the date in full and the letter's own line. The date of the letter itself shows as "The letter is dated", and another printed date as "Another date printed on the letter".

A letter of a kind that June's Help does not explain still shows the sender and the dates printed on it. For a kind the page does not know, only the printed date is kept, with no line beside it. On the site the dates sit with their letters; the download from "Export my data" opens with the due dates, soonest first, and holds no photos.

A relative with a family seat, an extra on top of the assistant plan, sees the dates on the Dates page, on Today and inside a letter's reading. A seat only reads, so it cannot tick a date done.

See also: How to sort the letters that arrive after a death

What if a date is unclear?

Ask the sender what the date means, and write down the answer and who gave it. Quote the letter's own words when asking.

For the four kinds of letter read in plain words, the reading quotes the line that holds the date, so the question can use the letter's own words. The reading also says to check each quote and date against the original letter. When a date does not match the letter, "Something wrong with this reading?" on the letter's page lets a family tell the team, and "A date doesn't match" is one of the reasons it offers.

Can June work out a date that is not printed?

No. June's Help lists the dates that a letter prints, and it does not work out a date that is not printed.

A date goes into the file only when the letter prints it. Our code checks what June writes before you see it. If a letter prints no date, the page says so: "No date is printed on it, so I haven't made one up."

A family that needs a date the letter does not print can ask the sender.

How do reminders work in June's Help?

With the assistant plan, June's Help sends a reminder email before a due date. It comes from June, the AI estate assistant. The person who signed up picks the days (two weeks, one week, three days or one day before, or the day itself) and the hour, from morning to late afternoon, on the Dates and reminders page. Until then it goes three days before the due date, at 9 am in the time zone set at sign-up. It goes to the person who signed up. A family seat holder does not get these emails.

The date of the letter itself and other printed dates show with the letter, but no reminder email goes for them. Each date can be added to a calendar as a file, and one private calendar link shows the dates in the file, and new ones as they come. The link can be turned off or replaced at any time.

A date that is ticked done gets no more reminder emails, and Undo puts the date back among the open dates, which get reminders.

With the assistant plan, a weekly check-in email also comes every seven days. It names up to three of the next due dates in the file, or says that no date is ahead, and it points to adding another letter by photo.

The assistant plan is the plan behind the reminder emails and the weekly check-in, and its price and terms are on the home page and in the Terms.

See also: Checklist after someone dies: the first week (2026), How June's Help works: your AI estate assistant