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Your estate. Your wishes.

You can count on us to help you navigate complex decisions with confidence to ensure your estate is distributed according to your wishes.

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Don't put the burden of estate administration on your spouse, children, relatives or friends.

This isn’t just to reduce their burden, but also to ensure your estate administrator remains emotionally detached in the administration process. With MutualWealth as your executor, you can avoid conflict and costly errors.
 

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tasks associated with estate administration:

  • Collect all of your assets and information regarding your estate
  • Determine and pay all debts and claims against your estate
  • Manage, maintain and protect your property and investments
  • Calculate and pay all taxes and filing tax returns
  • Distribute your assets as directed
  • Give an accurate final accounting

YOUR GREATEST ASSET

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We have Answers

Estate Services Frequently Asked Questions

  • Won’t joint accounts generally take care of passing along someone’s assets?

    Won’t joint accounts generally take care of passing along someone’s assets?


    Holding assets in joint name is one way of passing assets without going through probate, although not all assets qualify for joint ownership. Jointly owned assets can mean a loss of control and could also leave the assets vulnerable to creditors of the joint owner.
  • How does MutualWealth typically work with attorneys to administer estates?

    How does MutualWealth typically work with attorneys to administer estates?


    MutualWealth would coordinate with your attorney at every step in the process, to file court documents, complete final tax returns, and make all notifications to family members and heirs as well as government entities.
  • What are the initial and ongoing costs for MutualWealth to administer an estate?

    What are the initial and ongoing costs for MutualWealth to administer an estate?


    Much like an asset management relationship, MutualWealth will charge a percentage of the assets administered. This is a sliding scale that starts at 5 percent and declines as the asset levels increase. Fee schedules are available upon request.
  • Is there a minimum amount of estate assets MutualWealth requires to administer my estate?

    Is there a minimum amount of estate assets MutualWealth requires to administer my estate?


    No. However, there may be a minimum fee depending on the complexity of the situation.
open
Won’t joint accounts generally take care of passing along someone’s assets?
x
Won’t joint accounts generally take care of passing along someone’s assets?
Holding assets in joint name is one way of passing assets without going through probate, although not all assets qualify for joint ownership. Jointly owned assets can mean a loss of control and could also leave the assets vulnerable to creditors of the joint owner.
open
How does MutualWealth typically work with attorneys to administer estates?
x
How does MutualWealth typically work with attorneys to administer estates?
MutualWealth would coordinate with your attorney at every step in the process, to file court documents, complete final tax returns, and make all notifications to family members and heirs as well as government entities.
open
What are the initial and ongoing costs for MutualWealth to administer an estate?
x
What are the initial and ongoing costs for MutualWealth to administer an estate?
Much like an asset management relationship, MutualWealth will charge a percentage of the assets administered. This is a sliding scale that starts at 5 percent and declines as the asset levels increase. Fee schedules are available upon request.
open
Is there a minimum amount of estate assets MutualWealth requires to administer my estate?
x
Is there a minimum amount of estate assets MutualWealth requires to administer my estate?
No. However, there may be a minimum fee depending on the complexity of the situation.

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