Your Estate Plan
Homework Helper

We close the administrative gap between signed legal documents and secure financial reality.

Start Funding Your TrustNeed Settlement Help?

Not sure where to start?

Whether you are worried about aging parents or need help with a recent loss, we can help you identify the risks in 15 minutes.

Book a Free 15-Min Risk Audit

Close the Gap: Complete the Work After Signing

Your legal documents mean nothing until the financial transfers are complete

The Estate Completion Kit

Stop the Failure: The 7-Day Action Plan to Fund Your Trust

You signed the legal documents—now we deliver the guided service that ensures your trust actually works. We close the gap between your lawyer's binder and a fully funded, functioning estate plan.

Personalized Funding Blueprint: We inventory your assets and create a prioritized roadmap of what must transfer to your trust.
Institutional Contact Templates: Pre-written letters and forms for banks, brokers, and title companies—just sign and send.
60 Days of Compliance Check-Ins: Bi-weekly calls to troubleshoot institutional roadblocks and verify retitling.
Final Estate Protection Audit: A completion certificate proving your trust is funded and your family is protected.
BONUS: Lifetime Platform Access: Founding Member status with free access to the Heirloom digital vault forever (no subscriptions).
$599one-time
Start Funding Your Trust

Estate Settlement & Asset Triage

Unfunded Trust? We navigate the administrative chaos so you don't have to.

When a trust is left unfunded or an estate is disorganized, the burden on the family is immense. We provide the tools and guidance to discover assets, handle the paperwork, and close out the non-legal "life administration" tasks.

Probate Risk Assessment: We audit the assets to see what can transfer immediately and what might require legal intervention.
"Attorney-Ready" Preparation: If probate is required, we organize your documents and inventory to minimize billable hours with your lawyer.
Administrative Triage: Guidance on closing subscriptions, notifying creditors, claiming benefits, and securing property.
Weekly Guidance Calls: We project-manage the settlement process, giving you a clear checklist every week.
BONUS: Lifetime Record Keeping: Permanent digital archive of the settled estate for beneficiaries, with no ongoing fees.
$1,999one-time
Get Settlement Support

Have questions about your specific situation?

Schedule a quick call with us

The Homework Is the Hardest Part

You're not imagining it. The administrative work after signing legal documents is complex, time-consuming, and easy to get wrong. We specialize in this exact phase.

Validate Your Concern

Yes, your trust is at risk until funded. We confirm what you suspect: signing documents is only step one.

Funding Specialists

We focus exclusively on the asset transfer and compliance work that lawyers don't do for you.

Close the Loop

Track every account, deed, and beneficiary form until your plan is 100% executed and protected.

Frequently Asked Questions

Why doesn't my lawyer do this?

Lawyers draft documents but rarely handle the administrative follow-through of retitling assets and completing beneficiary forms. That's the gap we fill—the critical homework phase that determines whether your plan actually works.

How long does trust funding take?

Most clients complete their funding work in 3-8 weeks depending on the number of accounts and institutions involved. Real estate transfers can add time. We guide you through each step until everything is properly titled.

Is my information secure?

Absolutely. We use bank-grade encryption and never store sensitive information like passwords or account numbers in plain text. Your data is protected with the same security standards used by financial institutions.

What if my trust is already partially funded?

Perfect—we'll audit what's done and create a completion plan for the remaining assets. Partial funding is common, and finishing the work is exactly what we specialize in.

Ready to Get Started?

Choose the service that's right for your situation and take the first step toward peace of mind.

Fund Your Trust - $599Get Settlement Support - $1,999