Count the institutions, tick what you want, and the price updates as you go.
Unsure what you need? Just start with the core package — we go over your list together on the onboarding call and set the final count then. Your card is authorized today and charged only after that call, for the amount we agree — never more than the total you see here. Cancel before the call and the hold is simply released.
Your list, priced
Sent from your app — quote code . Only the institution names and how each account is titled came across; nothing else about the estate. You won't need to retype these.
Notifications & identity
The base — . Always in the order.
Everything in the first month, plus your first accountDeath certificates, the three credit bureaus, Social Security and the VA, mail, the estate or trust tax ID, passport/license/voter cancelled, digital accounts, accounts you don't know about found first, every deadline on a calendar, a named person to ask — and one institution handled from the first call until the money has moved. Full list →
included
Household & benefits
The other half of the first month, . Untick it if a family member is doing these.
+
Vehicles to retitleThe first is in Household & benefits; for each additional one. Count every car, truck, or boat titled to the deceased.
The accounts
Count every institution: banks, credit unions, brokerages, retirement plans, life insurers, lenders, servicers, payment apps, and any pension with its own survivor claim. The first is in the base; for each additional one.
Additional institutions, beyond the firstYour first institution is in the base. Count each further one — one count per institution, however many accounts it holds. Not sure? Count what you know; the discovery step finds the rest, and we true it up on the call.
How many of your institutions (including the first) are brokerage, retirement, or investment accounts?Brokerage, mutual funds, 401(k)s and IRAs, annuities, savings bonds, crypto exchanges — transfer or beneficiary paperwork and a Medallion guarantee. each instead of the standard packet.
…and how many (including the first) are held in a living trust?Certification of trust, trustee ID, the trust's tax ID, and a compliance round. each.
Add-ons
Prepared for your signature; the county's or the newspaper's fee at exact cost.