Important note: Decedents must have been a resident of California
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Estate settlement

Losing a loved one is
hard. Closing their estate
doesn’t have to be.

Learn more

We only have capacity to support 20 families.

We match you with an estate settlement specialist to guide you through every step. Additionally, you’ll be supported by:

  • A customized, step-by-step checklist that will help prioritize your responsibilities.

  • A 30-minute meeting with an Estate Planning Attorney.

  • A 30-minute meeting with a CERTIFIED FINANCIAL PLANNER® practitioner.

We’re the specialists, so you don’t have to be.

Settlement Package price $1,500
the cost of going solo

Shutting down an estate can:

Cost $4k–$8k

Typical cost of a similar estate planning service

Create stress & confusion

Doing it alone leaves you navigating an emotional, unfamiliar process

Frequently asked questions

Clear answers before you start.

Still have questions? Ask one of our team.

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  • Who is the service for?

    Executors, Trustees, and family members responsible for closing someone’s estate.

  • How long do I get access to my estate settlement specialist?

    You will have scheduled video sessions with your estate settlement specialist as you proceed through your agreed-upon checklist. Additionally, for 90 days from the start of the contract, you will be able to set up “ad hoc” appointments with your specialist as questions come up.

  • Where is this settlement service available?

    Our settlement service is currently available only to California residents.

  • Do you include assistance with the Probate process?

    No. We can assist with most aspects of the estate settlement process, but no areas where Probate is required. Why? Because the costs of Probate vary and there is no way for us or anyone to be able to project a fixed support package price. We can refer you to attorneys who specialize in Probate.

  • Can there be additional costs above the $1,500?

    We cover a lot, but not everything. Court fees, filing fees, appraisals, tax preparation, Probate assistance and representation, and some professional services may come at an additional cost. We will clearly address what does and doesn’t come with our settlement package prior to entering an engagement.

  • How quickly can I get started?

    After you submit your information, one of our team members will call you within 24 hours.

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We’ve been through this with our own families, and we know it is not worth figuring it out alone.

Want to learn more?

We will get in touch with you within 24 hours.

Information provided will only be used to contact you regarding our estate settlement service.

Potential settlement tasks

What settling an estate can involve

Every estate is different. These are common tasks that may need to be completed.

  1. 1. Locate Documents: Find the original Revocable Living Trust, any amendments, Pour-Over Will, and other estate documents.
  2. 2. Request Death Certificates: Order enough for all of the typical institutions that request one.
  3. 3. Read the Trust and Legal Documents: Read and understand the Trust, legal documents, assigned roles, and your responsibilities.
  4. 4. File the Will: Submit the original Will or Pour-Over Will with the local Superior Courts.
  5. 5. Inventory and Appraise Assets: Identify, secure, and value all property, bank accounts, investments, and personal belongings.
  6. 6. Obtain an EIN: Request a new Employer Identification Number (EIN) for the Irrevocable Living Trust.
  7. 7. Establish a Trust Account: Set up a dedicated bank account to manage incoming funds and ongoing expenses.
  8. 8. Notify Insurance Companies and Creditors: Notify any insurance companies and publish a formal notice to alert unknown creditors of the death.
  9. 9. Inform Beneficiaries: Follow state laws to legally notify Beneficiaries of their rights and the changing status of the Trust.
  10. 10. Notify Financial Institutions: Prevent identity fraud while also keeping accounts open for estate administration.
  11. 11. Pay Debts: Settle valid claims like medical bills, credit cards, and mortgages.
  12. 12. File Taxes: File final income and Trust tax returns if applicable at State and Federal level.
  13. 13. Distribute Remaining Assets: Transfer the leftover property and funds to the Beneficiaries when appropriate.
  14. 14. Complete County Assessor Reporting: Determine if reassessment exclusions apply and complete applicable change of ownership paperwork.
  15. 15. Maintain Required Documentation: Accounting and record-keeping are required for your detailed Trustee records.
  16. 16. Close the Estate: Provide a final accounting report to the court and Beneficiaries before formally closing the estate.

Probate filings, court work, and legal representation are not included in this service. Attorney referrals are available.