You have been named executor. You do not have to figure it out alone.

Post-loss · Tier 1

Guided Starter

$89530 days of support service

A focused start for smaller or single estates.

• —60-minute onboarding call and a 90-day priority timeline
• —Personalized document and estate binder setup
• —An action-plan checklist to keep you organized
• —Document ID Research included
• —Bi-weekly email check-ins during the first 30 days
• —Up to 3 hours of delegated phone support

Post-loss · Tier 2

Executor / Trustee Support

$1,9956 months of support service

Ongoing coordination for families who need accountability beyond the first month.

• —Everything in Tier 1, with guidance across the full 6 months
• —Onboarding may extend to 90 minutes for complex estates
• —Help preparing for meetings with your attorney and financial planner
• —Document gathering for your CPA, asset lists, bill tracking, and property tasks
• —Bi-weekly update emails and 8 hours of delegated phone support
• —Document ID Research included

A $350 credit applies if EstateMindr Pre-Planning was purchased for this estate. See the service agreement for details.

Post-loss · Tier 3

Concierge Estate

From $3,99512 months

Higher-touch coordination for larger or more complex estates.

• —Everything in Tiers 1 and 2, with guidance for up to 12 months
• —Priority response access
• —Coordination with attorneys, CPAs, realtors, auction companies, and financial advisors
• —Final administrative guidance for the tasks that close the estate
• —Bi-weekly updates and 13 hours of delegated phone support in total
• —Access to discounted services such as property clean-out, account closure, and downsizing

A $350 credit applies if EstateMindr Pre-Planning was purchased for this estate. See the service agreement for details.