EstateMindr has a path designed for exactly where you are

Administrative Planning Guide Prior to Death. 

For individuals and families who want to get organized now - before things become urgent.

This is where to start. Whether you or they are aging, recently diagnosed with a serious condition, or you simply want to be prepared, this service helps you gather, organize, and protect information long before it's needed.

We organize the paperwork and information so that when the time comes, you're not starting from zero.

We hold a 60-minute Onboarding Call to gather important information about you or your loved one's situation. Then we help you create your own

Pre-Loss Organizational Binder so you can easily: 

1. Locate important documents such as vital records, funeral pre-arrangements, financial accounts, safe deposit boxes, and vehicle titles
2. Refer to a personalized roster of key contacts and professional advisors
3. Create a password and digital account inventory
4. Perform a credit lock-down
5. Create the monthly bill and subscription inventory
6. Develop the family emergency information worksheets
7. Create a trusted contact list 
8. Uncover home and other property information files
9. Assign digital legacy instructions regarding social media and email accounts preferences
10. Document  final wishes for burial, memorial service, and more.

Priced at $350

One-time fee. 

Guided Starter 30-Day Package. 

After your loved one's passing occurs, Tier 1 offers families with smaller or single estates needed 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 bi-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 6-Month Package.

 After your loved one's passing occurs, Tier 2 offers overwhelmed families needing ongoing accountability. This package includes all features from Tier 1, PLUS 

1. You receive essential, customized 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. You will benefit from bi-weekly, 20-minute update emails and/or progress calls for up to 6 months. 
5. Together, we will identify administrative requirements that extend beyond Month 6. 

Prices Start at $1,495

Concierge Estate 12-Month Package.

After your loved one's passing occurs, Tier 3 offers a higher-touch service - for larger or more complex estates Tier 3 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. You 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,  financial advisors, and other professionals. 
4. You will also receive final administrative guidance for tasks to close the estate. 
5. Additionally, you receive bi-weekly, 20-minute update email and/or 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