How to share the work of an estate with family

How can a family split the work?

A family can split the work by naming one person to keep the main list and handing out the other jobs one at a time. These steps are done by hand: June's Help does not keep the list, the folder or the notes for a family. What June's Help keeps is the letters it has read, with the dates printed on them, and a list of bills and spending with who paid.

The June's Help family-work checklist

1. Name one person to keep the main list and the folder.
2. Split the jobs by area: calls to companies, the mail, the papers, the money, the house and the funeral arrangements.
3. Write who does what in one shared note.
4. Share copies and photos, and keep the originals in one place.
5. Keep each receipt, and write down who paid it.
6. Set a short check-in each week, by phone or in person.
7. Write down decisions the family makes, with the date.

See also: Checklist after someone dies: the first week (2026), How to organize a loved one's papers after a death

What if family members live in different places?

A shared folder and a weekly call keep everyone looking at the same list. Jobs that can be done by phone or online, such as calls to companies, suit people who are far away.

While June's Help is open only in Texas, every family seat holder lives in Texas, so a relative in another state helps in other ways: by phone, by video call, or by keeping the shared folder in order. Only the person who signed up adds letters, so a relative who receives one photographs it and sends the photo on.

See also: Who to notify when someone dies: the full list

How do family seats work in June's Help?

With the assistant plan, the person who signed up can invite a relative, such as a spouse, a child, a brother or a sister, to a family seat. Each seat is an extra on top of the plan. The offer goes by email from the Account page, under "Family seats".

The holder sees the Today page, the plan and the Dates page, but only to read: there is no "Mark done" button and there are no start answers. The holder also sees a list of the letters June has read, with the sender, "Read" and the day each arrived. A letter opens on the same reading page the person who signed up sees, without the link to the original letter. A letter that was handed off shows the sender, the dates printed on it and who can help. The page tells the holder that the person who signed up makes the changes.

• A holder reads the plan, Today, the dates and the letters June has read, as June read them.
• A holder can report a problem with a page or a reading.
• A holder cannot see the original letters, the start answers or the billing.
• A holder cannot add letters, tick a step or a date, export the file or change anything.
• The reminder emails go to the person who signed up, not to the holder.

See also: How June's Help works: your AI estate assistant

Who can have a seat?

The person who signed up decides who has a seat. A seat holder is 18 or older, lives in Texas, and ticks their own box before the seat starts. A seat suits someone the family is comfortable sharing the letters with.

How is a seat added, and how is it taken back?

With the assistant plan, the person who signed up adds a seat from the Account page. Each seat is an extra on top of the plan, and the Account page shows what a seat costs. A seat can be ended whenever the family likes.

The June's Help family seat steps

1. On the Account page, called "Plan and billing", open "Family seats" and choose "Add a family seat".
2. Type the holder's email address, and a first name if wanted, and tick the box that goes with the invitation.
3. Choose "Send the invitation". The holder receives one link by email.
4. The holder opens the link, ticks their own box and chooses "Accept the seat".

See also: How to keep track of the dates on estate letters

How can money be kept straight between family members?

Keep each receipt, and write down who paid it. A shared spreadsheet or a notebook in the folder does the job, and each person can add a line when they pay for something.

Questions about money between family members are for a lawyer or an accountant, and notes of who paid what make that conversation easier. June's Help keeps a list of bills and spending, with who paid, and adds it up. It does not say who should pay what.