Estate Settlement Services
Settling a loved one’s estate can be overwhelming — especially when you’re grieving, unsure of what to do next, or simply trying to manage all the moving parts while life continues around you. At Portfolio Advisors, we offer experienced, compassionate support to help you navigate this process with greater ease and clarity.
Whether the estate is simple or complex, we can help you understand your options, manage the necessary steps, and connect you with trusted professionals when legal or tax expertise is required.
Support, clarity, and expert guidance when you need it most
Professional, step-by-step assistance with estate administration — whether you’re an executor, trustee, or family member needing help.
Transparent, Hourly-Based Estate Settlement Fees
Feeling overwhelmed after a loved one’s passing?
When You’re Facing More Than Paperwork
You might be:
- Named an executor, trustee, or beneficiary and unsure where to start
- Drowning in forms, deadlines, or unfamiliar terminology
- Struggling to coordinate between banks, custodians, and family members
- Wondering what’s required — and what’s optional — in the estate process
We understand. And we’re here to help — with professional experience and empathy.
How We Help
Our Estate Settlement Service is tailored to your situation. Common areas of support include:
- Coordinating communication with banks, custodians, and retirement plan administrators
- Helping collect and complete paperwork (death claim forms, title transfers, etc.)
- Researching investments and post-death distribution options
- Providing administrative support and a clear task timeline
- Assisting with beneficiary forms and asset transfers
- Referring you to legal and accounting professionals, when appropriate
- Educating you on tax and financial implications in plain language
You’ll always work directly with a Portfolio Advisors professional — someone who listens, explains, and keeps you informed every step of the way.
Save time, confusion and stress.
Pricing
This service is billed hourly at $450/hour, with a maximum prepayment amount of $1,200 collected upfront. We provide monthly invoices outlining the time spent and the services completed.
There is no one-size-fits-all estate — and we’ll make sure you’re only paying for the support you actually need.
The Process
1. Initial Consultation
You’ll meet with an advisor to share your situation and goals. We’ll explain what’s involved and confirm what kind of help you may need.
2. Customized Agreement
After reviewing your documents, we’ll create a personalized agreement with:
- Scope of services (Schedule A)
- Estimated fees (Schedule B)
- A clear plan to move forward
3. Ongoing Support
We’ll begin work as outlined, provide monthly updates, and stay in regular contact. You can securely upload documents via your client portal.
4. Final Meeting
When services are complete, we’ll hold a closing consultation to deliver any final recommendations, documents, or outstanding follow-ups.
We’ll guide you through each step, so you know what comes next.
FAQ
Who needs estate settlement services?
Anyone responsible for handling a loved one’s financial affairs after death — such as an executor, trustee, or beneficiary — can benefit from professional help managing the estate process.
Is this a legal service?
No, we do not offer legal advice. However, we work in partnership with your legal and tax advisors to coordinate and support the financial side of estate settlement.
Can non-clients use this service?
Yes. Our estate settlement services are open to the public — no investment account required.
How long does estate settlement take?
It depends on the complexity of the estate. Some estates are resolved in weeks; others may take several months or more. We’ll give you realistic expectations during your consultation.
Ready to Talk?
You don’t need to have everything figured out — just a desire to move forward with clarity and support.
For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Clients are free to accept or reject any planning recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, coordination with the client and the client’s other engaged professionals, market conditions, and other factors. Portfolio Advisors, Inc. is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.