Our Services

Comprehensive Estate Management Services

From professional executor services to secure document storage and free planning tools, we have everything you need to manage your estate with confidence.

Executor Services

Professional Estate Administration

$500/year

Let our experienced team handle the complex process of estate administration. We'll guide you through every step, from probate filing to final distribution.

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Data Storage

Secure Document Management

$200/year

Store all your important estate documents in our secure, encrypted digital vault. Access your files anytime, anywhere with complete peace of mind.

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Free Tools

Essential Planning Resources

Free

Access our comprehensive library of free estate planning tools, guides, and templates to help you get started on your estate planning journey.

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Executor Services

Let our experienced team handle the complex process of estate administration. We'll guide you through every step, from probate filing to final distribution.

What's Included:

  • Complete probate filing and management
  • Asset inventory and valuation
  • Creditor notification and debt settlement
  • Tax preparation and filing
  • Final distribution to beneficiaries
  • Court representation and compliance
  • Regular progress updates
  • Family communication coordination

Key Benefits

  • Reduces stress during difficult times
  • Ensures legal compliance
  • Minimizes family conflicts
  • Professional expertise
  • Timely completion
  • Transparent process

Our Process

1

Initial Consultation

We review the estate documents and assess the scope of work required.

2

Probate Filing

We prepare and file all necessary probate documents with the court.

3

Asset Management

We inventory, secure, and manage all estate assets throughout the process.

4

Final Distribution

We ensure proper distribution of assets to beneficiaries according to the will.

Data Storage

Store all your important estate documents in our secure, encrypted digital vault. Access your files anytime, anywhere with complete peace of mind.

What's Included:

  • 256-bit military-grade encryption
  • 24/7 secure access from anywhere
  • Automatic daily backups
  • Family member access controls
  • Document versioning and history
  • Mobile and desktop apps
  • Unlimited document storage
  • Disaster recovery protection

Key Benefits

  • Documents never lost or damaged
  • Instant access when needed
  • Secure family sharing
  • Organized digital filing
  • Reduced physical storage needs
  • Emergency accessibility

Document Types

Wills and trusts
Insurance policies
Financial statements
Property deeds
Medical directives
Tax documents
Business agreements
Personal records

Free Tools

Access our comprehensive library of free estate planning tools, guides, and templates to help you get started on your estate planning journey.

What's Included:

  • Estate planning worksheets
  • Legal document templates
  • Educational guides and articles
  • Planning checklists
  • Asset inventory tools
  • Beneficiary tracking sheets
  • Timeline planning guides
  • State-specific requirements

Key Benefits

  • Get started for free
  • Learn at your own pace
  • Professional-quality resources
  • Updated regularly
  • No commitment required
  • Expert-created content

Available Resources

Planning Worksheets

Comprehensive forms to help you organize your estate planning information.

Legal Templates

Basic legal document templates for common estate planning needs.

Educational Guides

In-depth articles and guides on estate planning topics.

Checklists

Step-by-step checklists to keep your planning on track.

Frequently Asked Questions

Get answers to common questions about our services.

How quickly can you start helping with executor services?

We can typically begin within 24-48 hours of your initial contact. Our team understands the time-sensitive nature of estate administration and prioritizes quick response times.

Is my data secure in your storage system?

Absolutely. We use 256-bit military-grade encryption, the same level of security used by banks and government agencies. Your documents are stored in multiple secure data centers with 24/7 monitoring.

Can I share documents with family members?

Yes, our data storage service includes family sharing features with granular access controls. You can decide who sees what documents and when.

What's included in the free tools?

Our free tools include estate planning worksheets, basic legal templates, educational guides, checklists, and planning resources. No credit card or commitment required.

Do you work with existing attorneys?

Yes, we frequently collaborate with family attorneys and can coordinate with your existing legal counsel to ensure seamless service delivery.

What happens if I need to cancel my service?

You can cancel anytime with 30 days notice. For data storage, you'll have 90 days to download your documents before account closure.

Ready to Get Started?

Choose the service that's right for you, or contact us to discuss your specific needs.