Before Death

Talk with an Expert
Assetprint: Your Financial Asset Blueprint
$199 One-time Fee

Assetprint is a comprehensive financial inventory tool that empowers individuals and families to create a blueprint of their 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.

Learn More
Expert Consultation
$499 Per Household Consultation

Before a loved one's passing, Third Executor assists individuals and families organize their financial assets. Our goal is to structure these assets in a manner that, upon death, the assets will bypass probate, ensuring a swift and cost-efficient transfer of wealth.

Learn More

After Death

Talk with an Expert
Executor Concierge
$499 Per Initial Household Consultation
+ $249 Per Account *

After a loved one's passing, Third Executor assists 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.

Learn More

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.

Talk with an ExpertProbate Avoidance

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.

Talk with an ExpertDeath. Now what?

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