Whether you're managing an active estate or planning ahead for your family — Estate Compass has a service designed for exactly where you are right now.
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Planning ahead or managing an active estate — we have a service built for your exact situation. Every engagement is delivered personally by Christian Frisoli.
Every Full Support engagement begins with a free intake assessment to determine the right scope and price. Here's how we think about complexity.
Simple, clear, and on your timeline. We work alongside your attorney and accountant — never in place of them.
Start with the Executor's Action Guide — $29 and instant download. Your free 20-minute call is included with purchase.
We assess your estate's complexity, answer your most urgent questions, and recommend the right level of support.
Your engagement starts immediately. We create a personalized timeline, review your documents, and establish your roadmap.
We stay with you through every phase — until the estate is fully closed, distributions are made, and records are retained.
No — and we're clear about that. Estate Compass provides organizational and advisory guidance. We work alongside your attorney, not in place of them. Think of us as the person who helps you understand what's happening, stay organized, and make sure nothing falls through the cracks.
For simple estates, not necessarily — though we always recommend at least a one-time consultation with a probate attorney in your state. For complex estates, yes. We will help you identify the right attorney and coordinate with them on your behalf.
Immediately. Most clients have their first call within 48 hours of reaching out. We understand that executor responsibilities don't wait — if you're in the first 72 hours, tell us and we'll prioritize your onboarding.
We reassess together. If your estate grows in complexity during the engagement, we'll discuss scope and pricing transparently before continuing. You'll never be surprised by a bill.
We work with executors in all 50 states. While probate law varies by state, our organizational and advisory guidance applies nationwide. We help you understand what questions to ask your local attorney and what to expect from the process in your jurisdiction.
Absolutely. All client information is treated with complete confidentiality. We do not share any details of your estate or family situation with third parties without your explicit consent.
Get the Executor's Action Guide for $29 and receive a free 20-minute consultation with Christian. The fastest way to understand your estate and get a clear path forward.