RESOURCES FOR EXECUTORS AND ESTATES

Estate Administration Services

Estate Administration Services

Legacy Logix

Legacy Logix is a software program to help manage and settle estates. Executors and successor trustees use Legacy Logix to help navigate the settlement process, organize documents and financials and share progress with the people that need to know.

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Share Data America

Share Data America is your trusted partner for Medallion Signature Guarantee Services and Form 706-NA Preparation. Our commitment to precision and excellence ensures that every seal carries the weight of trust and reliability. With confidence in every transaction, we stand by you in securing your financial future. Share Data America provides Medallion Signature Guarantee Services

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Begin With The End

Begin With The End empowers individuals and families to prepare for logistical and emotional aspects of death, dying, and grief. Depending on your needs, this can include accountability in completing end of life decisions and documents, facilitating family conversations, getting your important documents and digital life organized, and legacy projects. For families in grief, I

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Scrivnr

Attorney Referral Network: We match you with a licensed vetted attorney in the jurisdiction needed. We provide technology support (document automation) and non legal customer support (fast response to non legal questions and help with tasks) to you and the attorney. There is no additional cost, we are compensated by the attorney and we provide

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