Executor & Trustee Services

Settle the estate faster, avoid costly mistakes, and protect family relationships—with the right level of guidance for your situation.

You feel responsible for everything now.

Whether you were named executor or trustee last week or have been carrying this role for months, the weight of it is real. The paperwork, the decisions, the family looking to you for answers, all while you are grieving and managing the rest of your life.

SageVault gives executors and trustees a structured path forward, wherever you are in the process, so nothing falls through the cracks and no one burns out trying to figure it out alone.

Your Next 30 Days

Structured. Supported. Moving Forward.

The executor role does not get easier the longer you wait. Whether you have just started or have been carrying this for months, what most executors need is a structured 30-day sprint with an expert in their corner: someone who knows what to do next, what can wait, what cannot, and how to protect the estate and the family at the same time.

What’s included:

✓ A 90-Minute Strategy Session. A full assessment of where things stand, what’s missing, and exactly what needs to happen next.

✓ Four Weekly 60-Minute Coaching Sessions. You are never more than a week away from expert guidance.

✓ Risk Evaluation. Identify risks before they become expensive problems.

✓ Full Executor Toolkit. 20+ templates covering notifications, asset logs, debt tracking, and family communication.

✓ Document and Record-Keeping Setup. A clean, organized, and shareable system.

✓ 45 Days of Email Support. Direct email access for 45 days, for everything that comes up between calls.

✓ Coordination with Your Professional Team. Your full team working from the same plan, minimizing duplication and gaps.

✓Hands-On Task Support. Tara handles the time-consuming tasks that don’t require a legal designation: sourcing and coordinating service providers, searching for unclaimed assets, posting to creditors, and managing bookkeeping.

$3,499

Reimbursable by the estate. Executor and Trustee advisory services are estate-qualified expenses, meaning no out-of-pocket cost.

Book a free 30-minute consultation.

Book Now

"I was running a company, managing a household, and grieving all at the same time. The last thing I needed was to spend hours figuring out a process I'd never done before. Tara gave me a plan, took things off my plate, and kept me from making mistakes I didn't know I was about to make."

Sarah M

Why Families Choose SageVault

Save Time

Save Money

Reduce Stress

Cut through 100+ hours of confusion with a clear plan.

Narrow the scope before hiring attorneys and reduce legal fees.

Neutral support that keeps families aligned and relationships intact.

Trust & Credentials

Trusted By Families and Professionals

Certified Executor Advisor

20+ Years of Operational Leadership

Built from Real Family Experience

Nationally recognized certification in estate administration and executor and trustee support.

Expertise in complex logistics, planning, and high-stakes communication.

SageVault was shaped by the gaps observed firsthand, so you get empathy, not just expertise.

Your next 30 days can be different.

Wherever you are in this process, you do not have to figure out the rest alone.

Other ways to work with SageVault

Not every executor or trustee needs the same level of support. Every package includes a 1:1 conversation directly with Tara, so wherever you start, you get expert guidance, not a form or agent. If you prefer a lighter entry point, these options give you a clear path forward.

Not sure which option fits your situation? Book a free 30-minute consultation and we’ll figure it out together.

$99

30-min consultation
Identify priorities
Identify blind spots
Flag risk points

$499

90-min consultation
Risk evaluation
Action plan + timeline
14 days email support

$1299

90-min consultation
Risk evaluation
Action plan + timeline
Toolkit (20+ templates)
14 days email support

Free Guide: The Executor’s Survival Guide

FEELING OVERWHELMED? 63% of executors report feeling unprepared for their duties, with the average estate taking 570+ hours to settle.

Download “The Executor’s Survival Guide: 5 Critical Steps & 7 Costly Mistakes to Avoid” This practical checklist helps you:

Understand the five distinct phases of the executor journey
Navigate critical first steps for securing assets and documents
Avoid common pitfalls like acting without legal authority
Create an organized approach to managing estate responsibilities
Identify when you might need professional assistance