Trust parsing, home sale, asset liquidation, distribution tracking, heir coordination — one Seniority Estate advisor plus AI handles the entire transition, so your family can grieve instead of file paperwork.
Settling an estate can take 12–18 months and involve dozens of professionals. We act as the one point of coordination — the advisor your family calls first, and only.
Most families call us in the first two weeks after a loss, when paperwork starts arriving and nobody knows who should open it. Here's what the next year looks like with a Seniority Estate advisor.
We collect the trust, will, deeds, account statements, and insurance policies. AI extracts beneficiaries, trustees, and specific gifts. You get a one-page summary of what the documents actually say.
Every asset catalogued — real property, accounts, vehicles, business interests, personal property. Date-of-death valuations secured for step-up-in-basis purposes. Debts and claims documented.
The family home often needs to sell. We coordinate estate sale, cleanout, listing, and closing — with dignity and at the right price. Business assets handed off to Seniority Business if applicable.
Final individual tax return, estate tax return (when applicable), creditor resolution, and any probate filings. Every document reviewed by a licensed professional before filing.
Funds distributed per the trust or will, every heir sees the same running ledger, and a final accounting closes the estate. Your family has their inheritance — and their closure.
Traditional estate settlement requires families to hire — and coordinate — an attorney, a real estate agent, an accountant, an estate sale company, and a financial advisor. We keep the licensed professionals, remove the coordination burden, and give your family a single number to call.
Your Seniority Estate advisor runs everything. Family members call one number, not five.
Trust parsing, asset tracking, distribution math — handled instantly. Humans focus on humans.
A shared ledger means every sibling sees the same numbers. No surprises, no secrets.
We've handled hundreds of transitions. You're grieving — we're calm, and we know what's next.
Tell us about the estate — even with partial information. Our AI gives you the three things to do this week, the priority order for handling assets, and a clear view of what's ahead.
Tell us about the estate and we'll give you a clear, step-by-step transition plan so nothing gets missed and every heir is treated fairly.
A Seniority Estate advisor can be on a call with you within 24 hours. We'll listen first, help you triage the urgent from the important, and give your family one less thing to figure out in the hardest season.
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