What we handle — and what we don't
We take on the administration and coordinate the professionals you already trust — so the work gets done without it all landing on you.
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
- Gather date-of-death valuation evidence and coordinate appraisers or financial institutions when needed
- Maintain an estate transaction ledger and organize records into an accounting packet for your attorney or CPA to review
- Track creditor notices, bills, and response deadlines for attorney or executor review
- Notify banks, creditors, and government agencies — and organize whatever comes back
- Help organize estate bank-account setup, mail forwarding, and account or subscription closeout tasks
- Track every court, tax, and notice deadline so none of them slip
- Keep beneficiaries informed and coordinate your attorney, CPA, and real estate agent
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, CPA firm, appraisal firm, or brokerage. We handle administration and coordinate the licensed professionals who own legal, tax, valuation, and real-estate decisions.
Kindred works only for you. We are paid solely by our clients — never by the attorneys, CPAs, appraisers, or real estate agents we help coordinate. We do not accept referral fees, commissions, or kickbacks from them, and we do not collect or split their fees. You choose those professionals and pay them directly.
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.
Start with fixed-fee Estate Setup, then choose the right package.
Tell us about your situation
Has the person passed away?
Your relationship to them