The Estate Settlement Service
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. We do this by taking the “small stuff” off your desk so that you can focus on the “big stuff”.
How We Do It
The successor trustee or the drafting attorney hires Anodos’ staff of settlement experts to expedite the administration. We have the experience to manage all aspects of the settlement from the initial notice of death through the date of death valuation, marshalling of the estate assets, preparation of NOPAs if needed, authoring of a trustee compensation study, production of the annual account, through the final allocation, disposition and settlement agreement. We will manage as much of the settlement project as we are given responsibility for by the successor trustee or the drafting attorney.
Who Is Our Client
Our settlement team can be engaged by either the successor trustee or their legal counsel. We do not aspire to replace any of the other settlement team members’ core competencies. We will do the work that no other member of the settlement team has the time, interest, or competency to do. Our ambition is to help settle the estate twice as fast at half the cost with less risk than could reasonably be done if we weren’t involved.
What's Included
Simple Pricing
The fee for the Estate Settlement Service is $5,000 per $1.0m of estate value, with a minimum fee of $10,000. This fee is paid by estate/trust and does not does reduce the compensation paid to the executor/trustee.