Estate Administrative Services at Affordable Prices

Tier 1: Guided Starter Package.         

For families with smaller/single estates needing direction

1. We hold a 60 minute on-boarding call with you.
2. You receive a priority task timeline describing administrative requirements needed in first 90 days.
3. You received a personalized action plan checklist.
4. We are available with phone support for up to 

Tier 1: Guided Starter Package.         

For families with smaller/single estates needing direction

1. We hold a 60 minute on-boarding call with you.
2. You receive a priority task timeline describing administrative requirements needed in first 90 days.
3. You received a personalized action plan checklist.
4. We are available with phone support for up to 3 hours.
5. You receive weekly email progress check-in support for the first 30 days after on-boarding.

Pricing begins at $595.     

                   Tier 2: Executor/Trustee Support Package.                                         

For overwhelmed families needing ongoing accountability

Includes all Tier 1, PLUS

1. You receive ongoing executor / trustee guidance and administrative organizational support during the most overwhelming first 6 months of estate settlement.
2. We p

                   Tier 2: Executor/Trustee Support Package.                                         

For overwhelmed families needing ongoing accountability

Includes all Tier 1, PLUS

1. You receive ongoing executor / trustee guidance and administrative organizational support during the most overwhelming first 6 months of estate settlement.
2. We provide assistance in organizing and preparing for your attorney meetings, accountant document gathering, asset lists, bill tracking, and property-related tasks.
3. We identify administrative requirements beyond Month 6.
4. We provide Bi-weekly 30 minute update and progress calls.

Pricing begins at $1495. 

                           Tier 3: Concierge Estate Guide.                                                           
A higher-touch  service for larger or more complex estates

Includes  All in Tiers 1 and 2, PLUS:

1. We provide executor / trustee administrative guidance for up to 12 months.
2. You receive priority response access.
3. We assist with a

                           Tier 3: Concierge Estate Guide.                                                           
A higher-touch  service for larger or more complex estates

Includes  All in Tiers 1 and 2, PLUS:

1. We provide executor / trustee administrative guidance for up to 12 months.
2. You receive priority response access.
3. We assist with administrative coordination with your attorneys, certified public accountants, auction companies, financial advisors.
4. We help facilitate property / project management
5. We advice on family communication coordination
6. We assist with final administrative tasks involved in closure of the estate plan

Pricing begins at $3,995