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Common Questions
Before You Reach Out
Do I need to have a will or trust in place first?
No. We work with estates with and without wills. We'll assess what exists, identify gaps, and help you navigate whatever the actual situation is. Intestate (no-will) estates are common and manageable.
Can we work together remotely?
Yes. All of our work is done remotely via phone, video, and secure document sharing. Most administrative tasks don't require in-person meetings. We serve families across all 50 states.
We already have an estate attorney. Why would we need you?
Estate attorneys handle the legal work—probate filings, will interpretation, legal disputes. They do not handle the 200+ administrative tasks: account closures, agency notifications, subscription cancellations, insurance claims. We fill exactly that gap.
What if we're not sure what we need?
That's exactly what the free consultation is for. Most families have no idea what's involved until they're in it. We'll walk you through exactly what needs to happen and recommend the right approach for your specific situation.
How quickly can you start?
We can typically begin within 24–48 hours of the engagement agreement being signed. For urgent situations (recent death, time-sensitive accounts), we prioritize rapid onboarding.
Is Family OS a commitment?
The monthly plan is month-to-month—cancel anytime. The annual plan is billed once per year. We believe you should stay because we're useful, not because of a contract.