Risk & Compliance Bureau— Free & Confidential Diagnostic Audit
Estate Account Closure
Every Account Closed. Every Notification Sent. The Family Never Picks Up the Phone.
ATX
Austin Metro
24–48 hrs from documents
Diagnostic Response
Flat Fee
Scoped After Diagnostic
3
Frameworks Aligned
Request Your Diagnostic Audit
Tell us what you are dealing with. We map your exposure and respond with the resolution path — free, confidential, no obligation.
Prefer to talk now? Call (737) 510-6116
— Fiduciary Services Services
Complete support for every estate closure requirement
Every account notification handled — banks, utilities, subscriptions, credit cards, insurance
Certified mail with tracking to every institution's bereavement department
Credit bureau death notifications filed to prevent identity theft
Complete closure dashboard with tracking numbers and delivery confirmations
No phone calls, no hold music, no navigating automated systems
Covers 500+ institutions with pre-mapped bereavement protocols
— How It Works
Fiduciary Services is complex. We make it simple.
Upload Documents
The executor or funeral home provides the death certificate, a list of known accounts (bank statements, credit card statements, utility bills), and the Letter of Testamentary if available. We accept photos, PDFs, or forwarded statements.
We Map & Generate
We identify every institution on the list, map each one to the correct bereavement department and mailing address, and generate formal, legally-sound account closure notifications customized for each company's specific requirements.
Certified Mail & Tracking
Every notification is sent via USPS Certified Mail with Return Receipt. We also file death notifications with all three credit bureaus (Equifax, Experian, TransUnion) to freeze the deceased's credit and prevent identity theft.
Closure Dashboard
You receive a documented tracking report showing every institution notified, every certified mail tracking number, delivery confirmations, and resolution status. Complete transparency, zero guesswork.
The Problem
Someone you love just passed away. Before you've even had time to grieve, you're staring at a mountain of bureaucracy. 30+ bank accounts, utility providers, subscription services, credit cards, and insurance companies that all need to be notified. Each one has a different process, a different department, a different form. Some require certified mail. Some require a death certificate. Some require a Letter of Testamentary you don't even have yet. You're looking at 40+ hours of phone calls, hold music, and paperwork while trying to hold your family together.
FrozenAccount status until docs are correct
The Resolution
We take the entire administrative burden off the executor's plate. You upload the death certificate and a list of accounts. We generate formal closure notifications for every institution, send them via certified mail with tracking, file credit bureau death notifications to freeze the deceased's credit, and provide a documented closure dashboard so you can see exactly what's been sent and what's been resolved. The family never makes a single phone call.
— Free — No Obligation
Accounts stay locked until every institutional requirement is met exactly.
Real specialists. No bots. No shortcuts. Request your diagnostic and we respond with a scoped, flat-fee resolution path.