Administrative Support for Estate Executors

Guided Starter Package. 

For families with smaller or single estates needing direction and administrative solutions.

1. We hold a 60-minute on-boarding call together to gather important information about your situation. 
2. During this call, we agree on a priority task timeline that outlines the administrative requirements needed in the first 90 days. 
3. You receive a personalized document and estate binder set-up, along with an action plan checklist to help you stay on track. 
4. Additionally, we provide estate settlement support through weekly email progress check-ins for the first 30 days.
5. You receive up to 3 hours of personalized phone support for executor trustee guidance.

Prices Start at $595

 Executor/Trustee Support Package.

 For overwhelmed families needing ongoing accountability, this package includes all features from Tier 1, PLUS 

1. Essential administrative solutions for estate settlement support. 
2. You receive ongoing executor trustee guidance and administrative organizational support after the initial 30 days, particularly during the most challenging first 6 months of estate settlement. 
3. Our team assists you in organizing and preparing for meetings with your attorney, gathering documents for your accountant, creating asset lists, tracking bills, and managing property-related tasks. 
4. Together, we will identify administrative requirements that extend beyond Month 6. 
5. Additionally, you will benefit from bi-weekly, 20-minute update and progress calls for up to 90 days. 

Prices Start at $1,495

Concierge Estate Package.

 A higher-touch service for larger or more complex estates includes all the features found in Tiers 1 and 2, PLUS: 

1. You receive executor trustee guidance and administrative solutions for up to 12 months. 
2. Enjoy priority response access to our estate settlement support services. 
3. We provide administrative coordination of meetings with your attorneys, certified public accountants, auction companies, and financial advisors. 
4. You will also receive final administrative guidance for tasks to close the estate. 
5. Additionally, bi-weekly, 20-minute update and progress calls are included for up to 12 months. 

Furthermore, you are eligible for discounted additional services, coordinated with licensed professionals, to address other outstanding needs such as property clean-out, online account closure assistance, downsizing coordination, and much more. 

Prices Start at $3,995