Let us settle an estate for you. We'll take care of everything.
BEST VALUE
Full Estate Administration
We will help you settle an estate from start to finish
$3,500
Everything included in the Financial, Lifestyle, and Property packages
PLUS probate, bookkeeping, creditor issues, expense guidance, mail management, closeout of estate & a Toolkit for up to 2 beneficiaries
+ add on Probate Guidance & Form Generation ($500)
Pick a smaller package and upgrade at any time.
Financial Package
Asset + Expense Discovery - Limited
Did you know that these expenses can be paid directly from the estate?
$1,750
Cancelling/consolidation of bank accounts
(incl. retirement) at up to 5 institutions ($75 for every additional institution)
Asset Discovery
Unclaimed property & looking @ tax return
Expense discovery
Credit Reports
Identity Theft Protection
SSN cancellation
Lifestyle Package
Subscriptions, Utilities + Social Media
$35 for every additional subscription, social media or utility
$500
Up to 5 subscriptions
Up to 3 social media accounts
Up to 3 utilities
Property Package
Real estate, specialty property, car transfers
$1,500
Realtor - Coordination with realtor
Set up interviews for client to meet with realtors for property sale
Appraisals - Coordination with appraiser
Cleanup & Sales
Schedule and present quotes for property cleanout - Coordinate with “boots on the ground” estate cleanup.
Minimize trips to the DMV
State Specific Guidance for Car Title Transfers
Car insurance cancellation
Lease Transfers / Car sales
Coordinate sales of specialty property & specific guidance
i.e. IP, livestock, etc
Probate Package
For qualifying states - consultation needed
$500
Probate Guidance
Form Generation
Trustate Toolkit
$250
No sensitive personal data collected.
Comprehensive and customized review.
3 months free digital document storage (a $48 value).
Custom recommendations delivered directly and securely to your portal.
Digital Vault
$15.99/mo
Estate focused digital document storage.
Easy user interface.
Mobile friendly, with ability to upload documents directly from your phone's camera roll.
Ability to grant access to friends, family and advisors, with full ability to control permissions.
Silver
$299/year
Concierge “On Call”
Institutional Pricing
50% OFF
Discount on $300 Client Setup Fee
Discount on $300 Client Setup Fee
Marketing Advantage: Member Status
List us on your website /
we list you as a member
we list you as a member
Trustate Toolkits for Clients:
3 FREE each year
3 FREE each year
each a $249 Value
Monthly Document Storage Add-On:
$9.99 per client
$9.99 per client
BEST VALUE
Gold
$499/year
Concierge “On Call”
Institutional Pricing
100% OFF
Discount on $300 Client Setup Fee
Discount on $300 Client Setup Fee
Marketing Advantage: Partner Status
List us on your website /
we list you as a partner
we list you as a partner
Trustate Toolkits for Clients:
5 FREE each year
5 FREE each year
each a $249 Value
Monthly Document Storage Add-On:
$9.99 per client
$9.99 per client
