FALL BACK INTO PLACE
Estatable Is a Tool for Estate Administrators
So you’ve been named Executor, Administrator or Trustee.
Not Sure Where to Start?
Losing someone is immensely difficult; and in addition you have been trusted to settle the estate. The first step is to get the core paperwork: certified copies of the death certificate and documents appointing you as estate administrator. You can work with an attorney or obtain them yourself.
Where do we come in?
Once you’ve been legally named, you’ll need to:
- Gather assets
- Open an estate (or trust) account to centralize the assets
- Calculate their value at different points in time
- Administer the assets according to the Will or Trust Agreement
- Account to the beneficiaries by keeping a record of the assets, their values and administration expenses
Banks can be like health insurance companies, each with their own set of rules, paperwork and bureaucracy. Dealing with banks for steps 1 and 2 is time consuming and frustrating. We understand that the last thing you want to do is to sit on hold with banks and fill out endless documents. We’ll do it for you and organize the information you’ll need. One less thing for you to worry about. Find out more about how it works.
All you need are three things:
- Proof of Legal Authority to Act
- Death Certificate
- Power of Attorney authorizing Estatable to act for you
We will provide the Power of Attorney document for you to sign. But you must provide us with the Certified Death Certificate and Proof of Legal Authority because we can’t get them on our own. Find out more about how to get the necessary documents.
WE ARE THE PATH BETWEEN EXORBITANT FEES AND GOING IT ON YOUR OWN