Always Included:
The First 30 Days
In the immediate aftermath of a death, dozens of urgent notifications and account actions need to happen quickly. This package provides swift, expert execution of every immediate administrative requirement—so your family doesn't have to make dozens of painful phone calls during the hardest week of your lives.
Pricing varies based on the number of accounts, complexity of the estate, and geographic spread of assets. Your advisor will provide an exact quote after the free consultation.
What's Included
Government & Benefits Agencies
Social Security Administration notification, Veterans Affairs, Medicare/Medicaid, pension administrators
Financial Account Closures
Banks, credit unions, brokerage accounts, retirement accounts, credit cards—all closures and transfers of authority
Subscriptions & Recurring Services
Streaming services, gym memberships, utilities, phone plans, software subscriptions—every recurring charge identified and cancelled
Insurance Notifications
Life insurance, health insurance, homeowner's/renter's insurance, auto insurance—all notified and claims initiated where applicable
Creditor Notifications
Formal notice to all known creditors, stopping collection activity, and documenting all responses
Digital & Online Accounts
Email providers, social media memorialization or closure, cloud storage, loyalty programs, online retailers
Timeline: 3–4 weeks from engagement start
Our commitment
"We take the administrative weight off your shoulders and carry it for you."
What's Included
Everything in The First 30 Days
All immediate notifications, closures, and cancellations
Probate Coordination & Support
We work alongside your estate attorney to gather, organize, and file required documentation; attend hearings as authorized representative
Life Insurance Claims Management
End-to-end claims filing, follow-up, dispute resolution, and distribution coordination for all life insurance policies
Property & Asset Inventory
Complete documented inventory of all real property, vehicles, valuables, business interests, and financial accounts
Real Estate Coordination
Coordination with realtors, property managers, mortgage servicers, and title companies as required by the estate
Beneficiary Coordination
Communication with all named beneficiaries, timeline updates, and distribution logistics management
Tax Preparation Coordination
Organizes documentation for final personal return and estate tax return; coordinates with your CPA
Timeline: 6–18 months (varies by estate complexity)
Full Estate Coordination
The complete solution for families who need comprehensive, end-to-end estate administration. From day one to final distribution, we manage every interaction, filing, and coordination required to fully settle the estate.
This is our most popular package for complex estates with real property, multiple financial accounts, or beneficiaries in multiple states. Pricing reflects estate complexity and asset scope.
White Glove Service
For high-value estates, complex family situations, or families who simply want the highest level of personal attention. A senior advisor is assigned exclusively to your engagement with direct phone access and 2-hour response guarantees.
White Glove engagements are fully scoped in the initial consultation. We assess the estate, the family's needs, and the likely complexity before quoting a flat fee—no surprises.
2hr
Response guarantee for all communications
1:1
Senior advisor dedicated exclusively to your estate
What's Included
Everything in Full Estate Coordination
Complete administration from start to final distribution
Dedicated Senior Advisor
Named senior-level advisor with direct phone line, not a call center—the same person throughout your entire engagement
Complex Multi-State Asset Management
Coordination across multiple states, jurisdictions, and international assets where applicable
Business Interest Administration
Management of business succession, partnership dissolution, or transfer of business interests as part of the estate
Family Communication Management
We serve as the communication hub for all beneficiaries, attorneys, and financial professionals—reducing family conflict and confusion
Executor Representation
We attend meetings, make calls, and act on behalf of the executor at every step—reducing the personal burden on your family member serving as executor
Priority Scheduling & Access
2-hour response guarantee during business hours; same-day scheduling for urgent matters
What's Included
Active members receive these benefits every month
Secure Digital Document Vault
Encrypted storage for wills, trusts, insurance policies, account lists, and vital records. Accessible by your named executor when the time comes.
Executor Readiness Checklist
Step-by-step guide to being an executor. We walk you through exactly what the role requires so nothing comes as a surprise.
Annual Planning Review Call
45-minute annual call with an advisor to review your documents, update beneficiary information, and flag any planning gaps.
Estate Planning Guides & Resources
Curated guides on wills, trusts, power of attorney, beneficiary designations, and digital asset planning.
Priority Access When Needed
Members receive priority scheduling for consultations and 20% discount on all concierge service packages.
Family Notification Template Library
Pre-written, legally reviewed letter templates for every common notification—ready to customize and send when needed.
Family OS Membership
or $240/year — save 2 months
Most families are completely unprepared for the administrative reality of a death. Family OS is our ongoing membership that helps you prepare now, so your family isn't scrambling later.
Think of it as an operating system for your family's future. Documents organized, executor educated, accounts inventoried, and a trusted team ready to step in when you need us.
68%
of families have no organized estate documents at time of death
200+
hours average time families spend on administration after a death
Compare Packages
What's Right For Your Situation
First 30 Days
$2,500–$4,000
Full Estate
$8,000–$15,000
White Glove
$20,000+
Family OS
$25/mo