Prepare and record deed(s)
Prepare and record deed(s) for sale or distribution of real property owned by the estate. Price is per property. Note that additional fees may apply for properties located in the following states: CA, HI, IL, LA, MA, MD, NY, WA
If making a 645 election, have Trustate file IRS Form 8855. Lawyer will review form before filing.
Have Trustate obtain life insurance form 712s from policy carrier. Price is per policy/provider request.
Have Trustate request life insurance payout. Price is per policy/provider request.
Trustate can notify each collections agency of the death, get a final balance, and request any late fees be waived. Price is per notice.
Have Trustate notify the credit card companies of the death, get a final balance, and request any late fees be waived. Price is per credit card account.
Have Trustate close out or transfer annuities. Price is per annuity.
Have Trustate close out or transfer bank accounts. Price is per bank account.
Have Trustate close out or transfer bonds. Price is per bond.
Have Trustate close out or transfer any investment/brokerage accounts. Price is per account.
Have Trustate close out or transfer any magazine subscriptions. Price is per subscription.
Have Trustate close out or transfer outright stock. Price is per stock.
Retirement Accounts/Pensions
Have Trustate close out or transfer any retirement accounts or pensions. Price is per account.
Have Trustate close out or memorialize social media accounts. Price is per acocunt.
Have Trustate close out or transfer utilities. Price is per utility.