Anodos helps trustees and executors save time, reduce risk, and fulfill their fiduciary duties.

PROBLEM: Few individuals have taken the time to organize their financial affairs so that the administration of their estate is not a burden on their surviving spouse or executor.

SOLUTION: Anodos reviews, organizes, and stores all of "Mom and Dad's" important documents in the online EstateVault.

PROBLEM: Few executors or trustees have the time, interest or experience to efficiently administer the settlement of an estate.

 

SOLUTION: Anodos helps executors settle the estate twice as fast at half the cost with lower risk.

Pricing

The first year's fee is $300 per $1.0m of estate value, with a minimum fee of $3,000. The ongoing annual maintenance fee is 50% of the first year's fee.

The fixed fee is $5,000 per $1.0m of estate value, with a minimum fee of $10,000. This fee does not reduce the compensation paid to the executor/trustee and is paid by the estate/trust.

Featured Articles

Stickman_DEATH

Why the Trust Settlement Process is so Inefficient

There are currently 75m Baby Boomers and 15m Silent Generation cohorts alive today. Of these, 66% will be dead in the next 20 years. This means there will...
Trustee-Checklist

Seven Risk Mitigation Strategies for the Successor Trustee or War Stories from a Trust Governance Expert Witness

Since 2013 I have been engaged to testify as an expert witness in the California Courts to opine upon the Trustee’s Standard of Care. Through these engagements I...
Good-Job

Don’t let 2023 bring about a trustee breach lawsuit 

The performance of liquid assets in many trusts was dismal in 2022 and likely fell short of expectations projected by the trusts' investment advisors. If so, some trustees...

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Common Questions...

  • Does my spouse know where all our assets are?
  • Is my house titled in the trust?
  • How can I reduce the time and cost of the trust settlement?
  • What if the drafting attorney has retired or died?