Probate Concierge

Help handling probate—every step of the way.

Take care of their estate with expert support whenever you need it.

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 in 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 your considering cost

Book your consultation

Concierge Probate

$1,750

Payment plans available

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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.

What you'll get

  • Easy to follow instructions

  • Fully completed probate forms

  • Phone consultation with a probate expert

  • Unlimited email, chat, and phone support

  • Dedicated case manager

  • Line-by-line support of probate documents

  • Coordinated electronic signatures with family members

  • Public notice prepared and guided publishing

  • Conference calls with your family

Prices exclude state/county specific fees

  • Announcement for your local paper: $25-300

  • Court filing fee: $300-500

30-day satisfaction guarantee
We stand behind our products and services. If you’re not completely satisfied with your purchase, please contact us within thirty days to request a refund. Learn more

Let a licensed attorney handle probate for you.

Take care of their legacy with affordable, personalized help from a probate attorney.

Learn about Attorney-led Probate

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.”

Verda Wells
Probate member, 2018

"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."

Michelle Riccordella
Probate member, 2018

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Commonly asked questions

What documents are needed for probate?
The exact documents required for probate can be unique based on the county the decedent resided in. As a benefit to members of Concierge Probate, our team will look up what additional documents are necessary for filling your petition for court.

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.
Who is responsible for filing my probate forms?
Ultimately, the executor of an estate is responsible for filing probate forms and documents. However, a major benefit of our Concierge Probate offering is that our team of experts will prepare your petition packet in accordance with local probate court laws and provide you support in any additional requirements for your jurisdiction. This also includes the e-filing of forms when available, which your dedicated probate specialist will do for you.
Will I have a real person assigned to my case?
Yes. Concierge Probate is our most popular probate plan because individuals are assigned their own, dedicated probate specialist. Your assigned probate specialist will be by your side and manage the details at every step of the probate process. You get personalized guidance and unlimited email and phone support. You’ll have peace of mind knowing that your documents are filled out correctly as your specialist conducts a line-by-line review. When you receive back any notes from the court, you can be sure that your assigned specialist will be right by your side as you respond to and resolve them. Concierge provides the perfect balance that offers full-fledged support while protecting your budget.
What is the average price for probate?
The cost of probate varies due to a number of factors, such as the state you live in, the size of the estate, court fees, and the cost of working with an attorney if you choose to do so. In general, people going through probate spend roughly 3 to 7 percent of the estate’s value. The initial filing fee for probate ranges between $50 to $1,200. Then, the cost of notifications and required certificates can range between $10 to $300. At Trust & Will, we always charge a flat fee.

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.
How long after probate are beneficiaries notified?
Once the probate court determines that a Will is valid and accepts it, the executor or administrator of the estate is required to notify all beneficiaries. Identifying beneficiaries of a Will may take some time. Most states require notification within three months after the Will is accepted for probate. However, notification can happen much sooner. Note that once a Will is accepted for probate, it becomes a part of public record. A beneficiary is entitled to look at the Will and get their own attorney involved before they are notified. For beneficiaries of non probate assets (assets that do not pass through probate), there are no specific notification requirements. However, beneficiaries of a Trust must be notified by the trustee within 60 days of the death.