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Estate Compass Services

Guidance for every stage
of the journey.

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.

🎁

Free 20-minute consultation included with every PDF purchase.
Not sure which service you need? Take our free assessment →

All Services

Four ways Estate Compass
supports your family.

Planning ahead or managing an active estate — we have a service built for your exact situation. Every engagement is delivered personally by Christian Frisoli.

🗺️ Plan Ahead
Plan Ahead
Organize your estate today so your executor has everything they need — before they need it.
$1,500
One-time · $500/yr to keep current
What's included
Complete estate inventory — every account, property, and policy documented
Executor briefing document — written for your specific executor
Professional network file — every advisor organized and introduced
Secure document vault — all critical documents organized in one place
Full fee credited toward future Estate Compass services when your family needs it
Start Here
The Game Plan Call
One focused hour with Christian. You share your estate — he builds your personalized roadmap. Leave knowing exactly what to do, in what order, by when.
$500
One-time · All estate types · All 50 states
What you walk away with
Personalized Estate Roadmap — a custom step-by-step plan built specifically for your estate, your state, and your situation
Priority Task List — ranked by urgency and legal deadline so you never miss what matters most
Liability Briefing — exactly what you can and cannot do as executor, and where your personal exposure lies
Professional Team Guidance — who you need on your team, what to ask them, and how to find the right people in your area
30-Day Email Access — follow-up questions answered within 24 hours as you work through the first phase
Executor's Action Guide PDF — the complete 5-phase checklist, yours to keep
Full Support
End-to-End Partner
For complex estates where you need a trusted partner from day one through final distribution.
$5,000 +
Priced by complexity · See below
Everything in Guided, plus
Full-Process Management — we stay with you from the first 24 hours through estate closing
Weekly Check-ins — scheduled calls to review progress, address blockers, and plan next steps
Multi-Party Coordination — we coordinate with your attorney, CPA, financial advisor, and institutions
Complex Asset Guidance — business interests, multiple properties, trusts, out-of-state assets
Unlimited Email Support — direct access to Christian throughout the entire process
Full Support Pricing

Full Support is priced
by estate complexity.

Every Full Support engagement begins with a free intake assessment to determine the right scope and price. Here's how we think about complexity.

📋 Standard $5,000–$7,000

1–2 properties
Straightforward account structure
2–3 beneficiaries with no disputes
No business interests
Single state administration
Expected timeline 6–12 months

⚖️ Complex $10,000–$15,000

Multiple properties or assets
Business interests or partnerships
3+ beneficiaries or family complexity
Out-of-state or international assets
Trusts or advanced tax considerations
Expected timeline 12–24 months

🏛️ Premium $20,000+

Significant business ownership
Contested or disputed estate
Multi-state or international administration
Large or complex investment portfolios
Multiple trusts or entities
High net worth with estate tax implications
Expected timeline 18+ months
Premium estates are scoped individually after an intake call. All pricing is agreed upon before engagement begins — no surprises.
The Process

How working with
Estate Compass works.

Simple, clear, and on your timeline. We work alongside your attorney and accountant — never in place of them.

01

Get the Guide

Start with the Executor's Action Guide — $29 and instant download. Your free 20-minute call is included with purchase.

02

Book Your Free Call

We assess your estate's complexity, answer your most urgent questions, and recommend the right level of support.

03

We Begin Together

Your engagement starts immediately. We create a personalized timeline, review your documents, and establish your roadmap.

04

You Close Clean

We stay with you through every phase — until the estate is fully closed, distributions are made, and records are retained.

Not sure which tier is right?
Take our free 3-minute assessment.
We'll tell you exactly what your estate needs.
Answer a few questions about your estate and get a personalized service recommendation with pricing — no call required. Works for both active estates and planning ahead.
Take the Free Assessment →
3 minutes · No obligation
Common Questions

What people ask
before working with us.

Are you a replacement for an estate attorney?

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.

Do I need to hire an attorney to work with you?

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.

How quickly can we get started?

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.

What if the estate is more complex than expected?

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.

What states do you work in?

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.

Is my information kept confidential?

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.

Start with the guide.
Your free call is included.

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.

Get the Guide — $29 →
Instant PDF download · Free 20-min call included · Works on any device
Planning ahead? See our Plan Ahead services →  ·  Not sure? Take the free assessment →