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.
Unfunded Trust? We navigate the administrative chaos so you don't have to.
We audit the assets to see what can transfer immediately and what might require legal intervention. Identify every probate-avoidance option available for your situation.
If probate is required, we organize your documents and inventory to minimize billable hours with your lawyer. We handle the administrative preparation so you pay for legal expertise, not paperwork.
Guidance on closing subscriptions, notifying creditors, claiming benefits, and securing property. We help you manage the overwhelming administrative burden.
We project-manage the settlement process, giving you a clear checklist every week. Stay on track with regular guidance calls to review progress and troubleshoot issues.
Permanent digital archive of the settled estate for beneficiaries, with no ongoing fees. Keep all estate documents, transfer records, and final distributions secure and accessible for life.
Estate settlement typically takes 6-18 months depending on asset complexity and legal requirements. Our $1,999 flat fee covers support until every possible asset is transferred and the estate is properly settled.
An unfunded trust means probate court, attorney fees ($5,000-$15,000+), public records, 12-18 month delays, and family conflict. For $1,999, we help you navigate the administrative chaos and complete what can be done outside of court, potentially saving tens of thousands in probate costs and protecting family privacy.
A clear roadmap for every phase
First 2 weeks: Identify all unfunded assets, determine what can transfer outside probate, and secure property at risk.
Weeks 2-6: Activate trust administration for funded assets, determine minimal probate strategy for remainder.
Weeks 4-10: Process TOD/POD transfers, file beneficiary claims, complete trust asset distribution where possible.
Weeks 8-16: Pay legitimate debts, handle tax obligations, manage disputes if they arise.
Weeks 12-24: Distribute assets to beneficiaries, file final accountings, close the estate.
Check account statements, deeds, and beneficiary forms. If assets are titled in the person's individual name (not "John Doe as Trustee of the Doe Family Trust"), the trust is unfunded. We help you audit everything during our first call.
Possibly. Small estate affidavits, beneficiary claims, and spousal property petitions can transfer assets outside probate in many states. We identify every probate-avoidance option available and help you execute them.
No, we're not attorneys and don't provide legal advice. We help you understand the estate settlement process, organize tasks, and prepare documents. We'll also recommend when you should consult an attorney for specific legal questions.
We provide escalation templates, cite relevant state laws, and guide you through formal complaints to regulatory agencies. Our $999 fee includes support through institutional roadblocks and rejections until transfers complete.
Yes. While probate laws vary by state, the general estate settlement process is similar everywhere. We'll tailor our guidance and templates to your specific state's requirements.
For $1,999, we deliver comprehensive settlement support and guide you through the administrative work, document organization, and asset transfers.
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