For Executors
Nobody teaches you how to do this. Suddenly you're expected to know.
You've been named executor or administrator, or you're simply the one everything landed on. Alongside the loss, there's now a job: accounts, institutions, notifications, deadlines. We help you take it one clear step at a time.
The hardest part comes first.
The first weeks after a loss are the heaviest — and they're also when the most practical work lands. Most of it isn't legal work. It's operational: who to notify, which accounts to close, what to locate, who to call.
Your attorney isn't going to call the bank for you. And at $300+ an hour, you wouldn't want them to. That's the work we do together.
Two things almost no executor knows
Executors are typically entitled to compensation for their work. You're allowed to be paid for this.
In most cases, heirs do not inherit debt. The estate settles what it owes; you are not personally on the hook.
Both depend on your state and situation. We'll help you understand what applies and point you to professionals where appropriate. We do not provide legal advice.
A clear sequence, and someone who stays on it with you.
The roadmap
A step-by-step sequence for your specific situation. What's now, what's next, what can wait.
Progress you can see
We keep track of what's done and what's open, so nothing slips and nothing haunts you at 2am.
A steady hand
Regular check-ins. When something confusing arrives you have someone to ask.
You don't have to figure this out alone.
Tell us where things stand. We'll help you see the next step clearly.
No pitch, no pressure — just a conversation about your family's situation.