Probate Concierge
Get help with probate—every step of the way.
We're here with expert support, so you can take care of their estate and gain some peace of mind.
Get through this complicated process and back to what really matters.
One-on-one help from a probate specialist.
Gain support and expertise by working with your own dedicated probate expert, who stays with you until the estate is closed.
Support with the details.
Get hands-on assistance with services like line-by-line review of probate documents and clear updates about where you are in the process so you can anticipate what’s next.
Help from people who understand.
If you’re here, the idea of a drawn-out probate process is likely on your mind. We understand what you are going through and are here to help you through every phase of the process.
How Concierge Probate works
Expert support navigating probate.
Navigating probate can be overwhelming and time-consuming. Smooth your path and gain peace of mind by working with an expert guide through the steps of probate.
- 1
Tell us about the estate
To begin probate, you must prove you’re the right person to settle the estate. Take the guesswork out of the necessary steps and documents needed. Open probate with the support of a dedicated specialist.
- 2
Inventory the estate — we'll make a plan
Uncover all assets and debts owned by this estate and your dedicated specialist will support you to create a plan for distribution which will be submitted to the probate court.
- 3
Distribute the estate with expert support
Once your plan is approved, distribute the estate. This might include things like selling property, closing accounts, or distributing money to heirs. We’ll keep track of every step.
- 4
Support to close the estate
Submit documents we create for you that prove you executed the plan accordingly. We’ll help address any questions the court has. The estate is now officially closed and you can take a deep sigh of relief.
Need help figuring out probate?
Schedule a free, 30-minute consultation with a probate expert. They can help you figure out:
Whether or not you need probate
Which probate service best fits your needs
How much the probate services you're considering cost
Concierge Support Probate Plan
$1,999
Payment plans available
Take care of probate with dedicated support along the way. Handle probate with on-call guidance and tangible support from your very own probate expert — from start to finish.
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Let a licensed attorney handle probate for you.
Take care of their legacy with affordable, personalized help from a probate attorney.
Probate support from the most trusted name in online estate planning and settlement.
We’re proud to be a category leader in estate planning and settlement on Trustpilot. Don’t take our word for it—check out what our members have to say.
“I felt empowered by their knowledge and organization of all the forms I needed. The explanation of what had to be done was so easy to follow. I couldn’t believe that it was over within a matter of weeks– everything was taken care of.”
"After doing some research online, we reached out and got an immediate response. Here I am, I don’t have any legal experience, but I was able to do it with the help of Trust & Will in not much time. Our experience with them was professional, easy to work with, and sympathetic to the needs that we had and what we were going through emotionally."
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Commonly Asked Questions
Commonly required documents include but are not limited to: Petition for Probate, The Last Will and Testament, Death Certificate, Trust documents (when applicable), Life insurance documents, Beneficiary designations, Loan & lease agreements, Titles and deeds to real properties, and Financial asset documents.
There are also a number of court documents that must be completed and submitted during the probate process, such as a Complete Notice of Hearing, Minute Order, inventory documents, and closing documents. With Concierge Probate, we will assist you in the process of completing, submitting, and filing all documents required in your county.
Probate attorneys can either charge an hourly rate, a flat fee, or a percentage of the estate value. Trust & Will’s Attorney Probate package charges an affordable flat rate of $5,000 with payment plan options. If you begin the probate process and decide that you would like to work with an attorney, you can upgrade from Concierge to Attorney at any time.
This guide lays out the most common probate fees by state.
Get the peace of mind you deserve.
Let us help you secure their legacy and handle probate with confidence.
Get the peace of mind you deserve.
Let us help you secure their legacy and handle probate with confidence.