We do the work. You stay in control.
Settling an estate is hundreds of tasks across banks, courts, and creditors. Here's the simple path we run for you — and exactly where you stay in charge as executor.
- 1
Free consultation
Tell us about the estate on a no-pressure call. We map out what needs to happen, answer your questions, and tell you honestly whether you even need us — at no cost.
- 2
We build your plan
We turn the estate into a clear, written plan: what to do, in what order, by when. You see the whole road ahead and the one flat fee before anything begins.
- 3
We do the work
Your specialist runs the administration — inventory, valuations, bookkeeping, creditor notices, deadlines, and coordination — and quarterbacks your attorney and CPA so nothing falls through the cracks.
- 4
You stay in control
You remain the executor and approve every decision. We keep you informed the whole way, and you reach a real person — not a ticket queue — whenever you need to.
Everything on this list — handled
We're not a law firm and don't give legal advice. When something needs a lawyer, we tell you — and work alongside one of your choosing.
What we handle for you
- Track down every account, policy, and asset — including ones the family forgot or never knew about
- Search for unclaimed property and lost life-insurance policies in your loved one's name
- Get date-of-death valuations and keep the estate's books straight
- Negotiate and resolve creditor claims and medical bills
- Notify banks, creditors, and government agencies — and handle whatever comes back
- Open the estate bank account, redirect mail, and shut down old accounts & subscriptions
- Track every court, tax, and notice deadline so none of them slip
- Keep beneficiaries informed and coordinate your attorney, CPA, and realtor
We coordinate — we don't replace
- Attorneys — for legal filings and any contested matter
- CPAs — for the estate's tax returns
What we don't do
We're not a law firm and don't give legal advice. When something needs a lawyer, we tell you — and work alongside one of your choosing.
You don't have to carry this alone.
Tell us about the estate on a free, no-obligation call. We'll map out exactly what needs to happen — and how we'd take it off your plate.
The estate pays our fee — not you out of pocket.
Tell us about your situation
Has the person passed away?
Your relationship to them
When did the loss occur?
Your best guess is fine if you don't know the exact date.