Before Death

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Assetprint: Your Financial Asset Blueprint
$199 One-time Fee

Assetprint is a comprehensive inventory tool that empowers individuals and families to create a blueprint of their financial assets. It helps you organize and structure your financial legacy, simplifying the complex task of transferring assets after death. By providing a clear, detailed record of your financial holdings, Assetprint ensures peace of mind for you and your beneficiaries.

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Expert Consultation
$799 Per Household Consultation
Includes Assetprint – $199 Value

Before a loved one's passing, Third Executor helps individuals and families organize their financial assets. This service includes a comprehensive Assetprint, our proprietary financial asset blueprint, and a personalized consultation to document and organize your assets to bypass probate upon death, ensuring a swift and cost-efficient transfer of wealth.

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After Death

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Executor Concierge
$499 Per Initial Household Consultation
+ $249 Per Account *

After a loved one's passing, Third Executor helps spouses, children, beneficiaries, executors, and personal representatives identify, locate, consolidate, and distribute the decedent's financial assets.

Managing a loved one's estate can be an emotionally challenging endeavor. Third Executor simplifies this intricate and often overwhelming task, providing families the time and space to focus on the numerous other responsibilities involved in estate settlement.

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Before Death: Expert Consultation

A comprehensive consultation to meticulously review and organize your financial assets. We identify and organize all assets, ensuring proper titling. Combined with your Assetprint, this provides complete peace of mind that your assets will be immediately accessible and efficiently transferred to your spouse or designated beneficiary.

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After Death: Executor Concierge

Third Executor offers specialized executor concierge services focused on the financial asset component of a decedent's estate. Our process starts with a detailed consultation to identify and locate the estate's financial assets. Following this, we craft a tailored plan to either consolidate or distribute these assets according to the instructions from the spouse or the appointed executor.

Once the plan is approved, Third Executor takes over the execution, allowing the executor to concentrate on their broader duties. We handle all necessary communications with advisors, brokers, and agents, and manage all administrative tasks associated with the plan, providing the executor with regular updates to ensure they are well-informed throughout the process.

We prepare all essential new account documentation, requiring only the executor’s signature. Our final delivery— efficiently re-titled, consolidated, or distributed financial assets — is designed to alleviate the stress and reduce the administrative burden typically involved in settling the financial asset component of an estate, delivering everything in a timely and efficient manner.

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* Accounts may include but are not limited to, brokerage accounts, advisory accounts, retirement accounts, life insurance policies, annuity contracts, and bank accounts.