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 our team of probate specialists.
Gain support and expertise by working with our team of probate specialists, who will work with you until the estate is closed.
Support with the details.
Get hands-on assistance with services like guided document preparation 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 our team of probate specialists through the steps of probate.
- 1
Open the estate
Our team of probate specialists will guide you in preparing and filing the documents needed to open probate and get appointed personal representative of the estate.
- 2
Administer the estate
Once appointed, our probate specialists will provide you with the necessary forms and resources to administer the estate- this includes inventorying the assets, paying any creditors, notifying interested persons, and much more.
- 3
Distribute and close the estate
Once you have administered the estate and completed your required administration duties, our specialists will work with you to document your plan for distributing the assets, and reporting your actions taken with the court.
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 - $3,900
Payment plans available, pricing packages varies by state.
Take care of probate with dedicated support along the way. Handle probate with on-call guidance and tangible support from our team of probate specialists— 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.