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Family Estate Manager is a simple, worry-free and efficient way

to address the practical, legal and financial aspects of estate settlement

DIY

DIY

tools combined with toll-free access to legal professionals

Legal

Legal

and lawful in every jurisdiction of North America

Simple

Simple

and worry-free approach to settling an estate

Distribute

Distribute

assets in accordance with your wishes and the law

Eliminate

Eliminate

unnecessary legal fees and probate costs*

Peace of Mind

Peace of Mind

to you and your loved ones

LEGAL IN ALL JURISDICTIONS ACROSS THE U.S. AND CANADA

Get toll free access to legal professionals who can save your time and money

Follow simple step-by-step instructions with our DIY tools and restrictions

Learn to handle estate funds, including making loans from the estate

Learn how the estate can pay the debts, instead of you

Auto populate key contact information into every document

Follow simple steps to identify assets and liabilities

Gain access to forms that will help you distribute assets in accordance with your loved one’s wishes and the law and take the final steps to formally close the estate

Our knowledge bank has resources to help you determine whether you need to go to probate court

Your information is encrypted, safe and secure.

Convenient and easy to use, but if you have questions our team of customer support experts can help you.

ACCESS TO PRACTICAL ADVICE AND STEP-BY-STEP INSTRUCTIONS
TO SAVE YOU TIME AND MONEY

By following our exclusive and self-directed process, you can

  • Consult with legal professionals on our toll-free attorney helpline*
  • Minimize error by following our step-by-step instructions
  • Legal in all jurisdictions across the U.S. and Canada
  • Calculate and appraise the value of the assets and debts on our financial worksheets
  • Access key contact information for family, friends, associates and government offices
  • Use our library for letters and notifications to send to individuals, businesses and government
  • Organize your next steps by topic or date
  • Read relevant articles and review FAQs

I loved the timely response of the team and they were easy to work with while I was going through a difficult time of managing everything when I lost my mother.

Emily J.

CA

Settlement advice from attorneys at Family Estate Manager helped me get many questions answered immediately without hassle.

John M.

TX

For my clients the most helpful part of the tool was that the documents were easily available which could be updated at any time on any device.

David W.

IN

Frequently Asked Questions

I forgot my Account ID, login email or password?

It is easy to recover the login information if you lose your Account ID, login email or password. You will need to retain your 7-digit activation code which you had received while purchasing your Family Estate Manager and the birth date of the estate owner. Click on Can't Access Your Account? link under the login form and correctly enter the above information to access your account.

Is my personal information secure?

Your privacy is important to us. We are committed to maintaining the security of personal information. We employ reasonable security measures to secure and protect the information we receive. Please remember, though, that no method of electronic transmission or storage is 100% secure. Please read more about our Privacy Policy.

Does anyone else have access to my account?

No one other than who has the login details associated with the account will have access to your account. The password for an account is encrypted and cannot be accessed unless shared directly.

How long into the future can I continue using the services of Family Estate Manager?

Family Estate Manager comes with unlimited use. You can use it as long as you would like.

Can another family member purchase the services of Family Estate Manager?

Another family member will need to purchase the services of Family Estate Manager as a separate account. The tool is designed to be used for 1 estate owner only.

How do I choose a funeral home? Aren't they all the same?

No, actually they can be quite different.

What distinguishes Dignity Memorial® providers from other funeral homes is that they offer exclusive Added Value Benefits designed to provide a higher level of funeral care before, during, and after the service, all backed by a 100% Service Guarantee. When choosing a funeral home, compare the benefits, products, and options offered by other funeral homes. The providers within the Dignity Memorial® network offer services, merchandise, and added value products no one else outside of their unique network can match.

  • A 100% Money-Back Service Guarantee
  • Bereavement Travel Services
  • National Transferability of Prearranged Services
  • 24-Hour Compassion Helpline®
  • Family Estate Manager™
  • Everlasting Memorial®
  • Child/Grandchild Protection®

Dignity Memorial® funeral, cremation, and cemetery service providers are the preferred choice for families in Canada and the United States. Since introducing the first national brand for death care services, families who use Dignity Memorial providers overwhelmingly indicate their willingness to recommend a Dignity Memorial provider to their friends and family. To speak with a Dignity Memorial® provider near you, please call toll-free 1-800-DIGNITY (344-6489), or visit their website at DignityMemorial.com.

How is a cremation service different from a traditional funeral service?

It isn’t. At least it doesn’t have to be different. The family may choose as much formality as they feel they want, or as little. They also have more options when cremation is chosen. One option is to hold a memorial service after cremation. Another option is to gather at a convenient time for the final committal of the cremated remains.

Why is it important to attend a funeral?

A funeral service is an important part of the grieving process. It provides an opportunity to express grief, share memories, and celebrate a life lived. Attending a funeral can bring peace of mind and closure to surviving family members and friends.

Is it a good idea to prepay funeral expenses?

Planning your funeral service in advance can take care of the details, while prepaying ahead of time can take care of the eventual expense of the funeral service. Pre-paying will also lock in the funeral at today’s prices.

Do I need legal assistance in order to settle a loved one's estate?

The law does not require that you hire an attorney or a notary. However, it is always quicker and easier if you do. Use the indicators below to determine if you need an attorney.

  • The first factor in determining if you need legal assistance is the size of the estate. Larger estates usually require court approval to liquidate assets, pay bills, make distributions to heirs, and close the estate. There are also tax issues with larger estates, especially those over $1 million, which need to be analyzed to maximize the distribution to heirs.
  • The next factor to consider is the complexity of the estate. The more assets the decedent holds in their name alone, generally the more complex the estate and the greater the need for an attorney. If there is Real Property owned by the decedent that does not have a joint tenant or tenant by the entirety on the deed, an attorney will likely be needed.
  • You should also consider an attorney if there is the potential for disagreement among surviving family members who are either named in the will or may be entitled to a share of the estate. Families sometimes contest the validity of a will, the appointment of a particular liquidator, or a sudden change in estate assets in the last months of the decedent’s life. They may also contest the competency of the decedent, as well. Other grounds for contesting a will are:
    1. Testamentary capacity 
    2. Lack of valid execution
    3. Lack of knowledge and approval 
    4. Failure to provide adequate provision for a spouse or child o Undue influence
    5. Fraudulent wills and forged wills

What kind of business matters must be handled after the death of a loved one?

A will simply leaves instructions for the handling of an individual’s financial affairs. Settling the business affairs of the deceased requires immediate attention. Notifying creditors, filing insurance claims, closing bank accounts, and making necessary changes to business relationships must be handled.

The Family Estate Manager™ recognizes the need for an efficient organizational system to assist families in handling after-death business matters. It is designed to help manage these important responsibilities during an emotionally charged experience. The Family Estate Manager provides:

  • Pre-written letters with instructions on how to complete.
  • A step-by-step organizational and tracking system.
  • Tools to help you reduce professional fees and unnecessary service charges.

Anyone charged with handling these complex matters will appreciate these resources and guidance.

* Family Estate Manager’s attorney helpline is available to answer general questions. Family Estate Manager is not a law firm and cannot provide legal advice; it provides helpful forms, helps you complete them, and provides general guidance. If you have specific questions for your situation, you should contact an attorney licensed in your state.