What accounts do you handle?

We handle notifications for virtually every type of account — banks, credit unions, credit cards, utilities (electric, gas, water, internet, phone), insurance policies, subscription services (streaming, software, memberships), social media accounts, email providers, government agencies, and more. We maintain a master database of bereavement protocols for over 500 institutions, so we know exactly where to send each notification and what documentation they require.

Do I need to have a complete list of all accounts?

No. Most families don't know every account the deceased had. We work with whatever you have — bank statements, credit card statements, utility bills, mail. We can identify accounts from transaction records and help you build a comprehensive list. If new accounts surface later, we handle those too.

What documents do you need from us?

At minimum, we need a certified copy of the death certificate and identification of the executor. If you have a Letter of Testamentary or Letters of Administration from the probate court, that accelerates the process with financial institutions. We also need whatever account information you have — statements, bills, login lists, anything that identifies the institutions involved.

How is this different from doing it myself?

Doing it yourself means 30 to 50 individual phone calls, each with different hold times, different departments, different requirements. Some institutions require certified mail, some require notarized forms, some require specific legal language. We know exactly what each institution needs because we've mapped their bereavement protocols. What would take you 40+ hours across several weeks, we complete in 24 to 48 hours with certified, tracked documentation.

Are you a law firm? Is this legal advice?

No. We are not attorneys and we do not provide legal advice. We are a document preparation and administrative service. We prepare and send account closure notifications on behalf of the executor. We do not handle asset distribution, will interpretation, probate filings, or any legal proceedings. For those needs, we recommend working with a probate attorney, and we coordinate well with attorneys who want the account closure work handled separately.

How do you handle sensitive information like Social Security numbers?

Security is paramount. We use encrypted document handling throughout the process. Documents are processed, notifications are generated, and then source materials containing sensitive information are securely deleted. We never store Social Security numbers or death certificates beyond what's needed to complete the closure notifications. We can also work through your attorney as an intermediary if preferred.

Can funeral homes or attorneys offer this to their clients?

Yes. We offer a white-label partnership for funeral homes, probate attorneys, elder care attorneys, and fiduciary companies. You present the service under your brand, set your own markup, and we handle all the work behind the scenes. Most partners find it adds meaningful value to their client relationships while generating additional revenue with zero operational overhead.

What about accounts you can't close by mail?

The vast majority of account closures can be initiated via certified mail to the institution's bereavement or estate department. For the rare cases that require in-person visits or specific forms, we identify those upfront, provide you with the exact requirements and pre-filled forms, and guide you through the process so there's no guesswork.

Is this available outside Austin?

Yes. Account closure notifications are sent via USPS Certified Mail, so we serve families and executors across Austin, Travis County, and Central Texas. Institutions process bereavement notifications regardless of where the request originates. We handle estates with accounts at both national and local institutions.

How quickly do accounts actually get closed?

Our notifications go out within 24 to 48 hours of receiving your documents. From there, each institution has its own processing timeline — banks typically take 7 to 14 days, utilities are often faster, and some subscriptions cancel immediately. We track everything and follow up on institutions that haven't responded within their expected timeframe. You get status updates through your closure dashboard.

All Divisions

Fiduciary Services

Estate Account Closure

Every Account Closed. Every Notification Sent. The Family Never Picks Up the Phone.

Elevated Exposure

Frozen

Account status until docs are correct

Accounts stay locked until every institutional requirement is met exactly.

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Engagement Dossier

Flat Fee$500–$750

Timeline24–48 hours from document receipt

Response SLA24–48 hrs from documents

CoverageAustin & Travis County

Framework Alignment

ProbateCourt Documentation
Letters Test.Executor Authority
Institution ReqsClosure Requirements

The Exposure

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.

Institutions reject closure packages over small documentation gaps, leaving families in limbo through probate. We assemble it right the first time.

Bureau Response

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.

Capability Matrix

What the Bureau executes for you

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

Escalation Path

Put Estate Closure in the Bureau's hands today.

Forward what you are dealing with. We scope it, quote a flat fee, and execute before the deadline closes.

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Priority Router

Urgency

Scope

Assigned TrackExpedited

Scoped and started ahead of your deadline.

Typical Response24–48 hrs from documents

Scope BasisSingle

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Mandate

Who this division serves

Executors overwhelmed by the administrative burden of closing a loved one's accounts

Funeral homes looking to offer a white-label concierge service to grieving families

Probate attorneys who need account closures handled so they can focus on asset distribution

Fiduciary companies and professional executors managing multiple estates

Elder care attorneys preparing pre-need account inventories for aging clients

Financial advisors helping surviving spouses navigate estate settlement

Execution Sequence

How an engagement runs

01
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.
02
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.
03
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.
04
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.

Framework Alignment

Probate

Court Documentation

Letters Test.

Executor Authority

Institution Reqs

Closure Requirements

Confidential HandlingAustin & Travis CountyFlat-Fee ScopeVerified DeliveryFramework-Aligned

Field Brief

The full picture

When someone dies, the grief is immediate. The paperwork is relentless. Within days of losing a loved one, the executor is handed a responsibility that most people have never dealt with — closing an entire life's worth of financial and administrative accounts. Banks, credit cards, utilities, insurance policies, subscriptions, memberships, social media accounts, government notifications. Each one requires a different process, a different department, different documentation.

Most executors are family members who are grieving, working full-time jobs, and suddenly responsible for 30 to 50 account closures they didn't know existed. The average estate takes 40 to 60 hours of phone calls and correspondence to administratively close — not counting probate, asset distribution, or tax filings. That's a full work week of hold music, automated phone trees, and being transferred to departments that don't know what a death certificate is.

Risk & Compliance Bureau eliminates that burden entirely. We maintain a master database of bereavement protocols for over 500 institutions — the exact department, mailing address, required documentation, and specific language each company needs to process an account closure. When you provide us with the deceased's accounts and a death certificate, we generate every notification and send them via Certified Mail with Return Receipt Requested.

Certified mail matters. A phone call to customer service can be lost, misrouted, or forgotten. A certified letter to the bereavement department creates a legal record of notification that the institution must process. We track every letter, every delivery confirmation, and every response so the executor has complete documentation of the entire closure process.

We also file death notifications with all three credit bureaus — Equifax, Experian, and TransUnion — to freeze the deceased's credit file. Identity theft targeting deceased individuals is one of the fastest-growing forms of fraud, and a credit freeze is the first line of defense. This is included in every estate closure engagement.

For funeral homes, probate attorneys, and fiduciary companies, we offer a white-label service that you can present to your clients under your own brand. You set the pricing, we do the work. It's a meaningful value-add that differentiates your practice and generates revenue without adding operational complexity.

We work with executors, funeral homes, and probate attorneys across Austin and Travis County, coordinating closely with Central Texas estate professionals when a case calls for it.

Intelligence Q&A

Questions we hear before the engagement

Direct Line

Get this handled before it costs you more.

Tell us what you are dealing with. We will scope it, quote a flat fee, and drive it to closure.

Request Diagnostic Audit (737) 510-6116