What settling an estate actually involves
Most people are named to handle an estate once in their life, with no map. Here's the shape of the work — and the part we take off your plate.
Open the estate
File with the court (probate) where required, get the executor or administrator officially appointed, and open an estate bank account.
Inventory & value everything
Find every account, policy, property, and debt — including the forgotten ones — and set date-of-death values for the books and taxes.
Notify & settle
Notify banks, creditors, and agencies, resolve valid claims and bills, and keep the estate's accounting straight throughout.
Pay, file & distribute
Hit court and tax deadlines, coordinate the CPA on returns, then distribute what's left to the beneficiaries and close the estate.
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.