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Choose your level of support

  • Probate Support Services Starting at

    4,995$
    For individuals who need guidance navigating the paperwork and court probate process but prefer to handle the estate administration and executor duties themselves.
     
    • Initial Consultation
    • Professional Guidance
    • Fiduciary Duty & Trust Advisor Responsibilities
    • Consistent Communication
    • Estate Inventory & Organization
    • Will Filing & Court Petition
    • Creditor Notification
    • Heir Notification
    • Court Approval for Property Sales
    • Real Estate Sale Coordination
    • File Asset Inventory & Appraisal with Court
    • Final Accounting & Probate Closing
    • Court Timeline Adherence & Legal Compliance
    • 3rd Party Referrals (attorneys, CPAs, etc)
    • Notary Services

  • Estate Administration Starting at

    8,995$
    For individuals who want professional assistance throughout the entire estate settlement process, with more involvement than Probate Support Services.
     
    • Initial Consultation
    • Professional Guidance
    • Fiduciary Duty & Trusted Advisor Responsibilities
    • Consistent Communication
    • Estate Asset Inventory & Organization
    • Will Filing & Court Petition
    • Creditor Notification
    • Heir Notification
    • Court Approval for Property Sales
    • Real Estate Sales Coordination
    • File Asset Inventory & Appraisal with Court
    • Final Accounting & Probate Closing
    • Court Timeline Adherence & Legal Compliance
    • 3rd Party Referrals (attorneys, CPAs, etc)
    • Notary Services
    • Securing Assets (insurance, real estate, etc)
    • Transaction Recordkeeping
    • Real Estate Services Coordination (appraisal, title transfer
    • Debt & Creditor Management
    • Tax Filing Coordination
    • Legal Coordination
    • Asset Valuation(s)
    • Communication with Beneficiaries
    • Estate Account Opening & EIN
    • 3rd Party Coordination***
    • Account Closing & Vendor Communication - up to 10 hours*
  • Most Popular

    Professional Executor Starting at

    12,995$
    For clients who want to outsource all responsibilities related to estate settlement. Great for out of state clients or clients with limited time capacity to fulfill the duties of an executor.
     
    • Initial Consultation
    • Professional Guidance
    • Fiduciary Duty & Trusted Advisor Responsibilities
    • Consistent Communication
    • Estate Asset Inventory & Organization
    • Will Filing & Probate Petition
    • Creditor Notification
    • Heir Notification
    • Court Approval for Property Sales
    • Real Estate Sales Coordination
    • File Asset Inventory & Appraisal with Court
    • Final Accounting & Probate Closing
    • Court Timeline Adherence & Legal Compliance
    • 3rd Party Referrals
    • Notary Services
    • Securing Assets (insurance, real estate, etc)
    • Transaction Record keeping
    • Real Estate Services (appraisal, title transfer, etc)
    • Debt & Creditor Management
    • Tax Filing Coordination
    • Legal Coordination
    • Asset Valuation(s)
    • Communication with Beneficiaries
    • Estate Account Opening & EIN
    • 3rd Party Coordination***
    • Account Closing & Communication - up to 20 hours*
    • Professional Executor Court Appointment
    • Executor's Bond (if required)
    • Asset Disbursement
    • Handling Complex Probate Issues**

* Time that exceeds the maximum allotted amount will be billed at our hourly rate. 

**Complex probate issues include business sales, commercial property, ancillary probate, contested wills, etc. A complete list is available by contacting us. 

***Work completed by 3rd party professionals will be billed at their hourly rate.

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