PRICING & FREQUENTLY ASKED QUESTIONS

Straightforward pricing. No hidden fees. It’s time to transfer the administrative burden to us.

Our pricing

We’ve worked hard to keep our prices simple. Our standard pricing model is based on the number of account statements presented/discovered during the consultation appointment. No hidden fees!

$500*

1-4 Statements

$825*

5 – 10 Statements

$1,500*

11 – 15 Statements

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16+ Statements

*All pricing is an estimate. Any additional statements found additional costs will be negotiated.

OUR OFFERINGS

At Transference, our main goal is to alleviate administrative stress for newly appointed executors and family members who have experienced a loss. We understand that these life-changing events can be overwhelming, which is why we provide a hassle-free approach to bureaucracy. Let us take it from here.

Administrative Support For Transference's Clients

In-Depth Information Gathering

We understand that accuracy is key when it comes to handling bureaucratic processes. We perform in-depth information gathering to obtain relevant information such as the number of accounts, type of accounts, and location of accounts.

Account Re-Registration

Our company simplifies the process of re-registering accounts for newly appointed executors and divorcees. Our experts guide clients through the paperwork and forms involved, reducing the strain of handling administrative tasks.

Account Management

Transference provides a comprehensive account management service that ensures all client accounts are up to date and in good standing. We monitor accounts regularly to ensure that our clients are not missing any important deadlines or documents.

Ongoing Support

We are committed to providing continuous administrative support to our clients. We follow up with our clients in case unforeseen issues present themselves or unknown accounts are found or located.

FAQ

We first perform an in-depth information gathering session to determine the number and type of accounts that need to be re-registered. Then, we help our clients organize and gather physical and/or electronic statements to simplify the paperwork and forms involved in the re-registration process.
We understand that personal and financial information is invaluable and must be protected at all times. We provide a secure portal for our clients to upload documents, ensuring confidentiality and control over their information. We’re committed to maintaining the privacy and security of our clients’ information.
We can help transfer various types of accounts including bank accounts, retirement accounts, investment accounts, credit cards, and more. We understand that dealing with bureaucratic red-tape can be time-consuming and overwhelming. That’s why we specialize in simplifying the process for newly appointed executors and family members who have experienced a loss.
Getting started with Transference is easy. To begin, simply reach out to us to request a free consultation. We’ll discuss your administrative responsibilities and determine the number of accounts that need to be re-registered. Once we have a complete picture of your situation, our team will get to work gathering all necessary physical and electronic statements, and organizing that information in a cohesive manner. From there, we’ll simplify the paperwork and forms involved with the re-registration process to take the stress off of you.

What our clients say

Get the peace of mind you deserve, just like these happy clients.

“In such a difficult time for our family, It was invaluable to have Ed there to help us organize and move forward. I don’t know how we would have managed such and overwhelming task with out him. Can’t thank Ed Knight enough.”

Daniel Myers

“Ed Knight is incredibly resourceful, helpful and thorough! I highly recommend using Transference to help navigate the complexities that can arise after a loss.”

Jennifer Ullman

“As an attorney engaged in probate matters and estates I have had to deal with the maze of forms and internal procedures presented by brokerage houses to liquidate and transfer funds. There is also the excessive time on hold when calling the brokerage house with questions regarding same. Recently, I had a client who was attempting to resolve 401k issues for her account and as executor of her brother’s estate without success. I contacted Transference and they were able to fill out the proper paperwork, make the calls, and access funds in short order.

I would wholeheartedly recommend Transference to both future clients and other lawyers in any dealings with the major brokerage houses.”

Mark DellaValle

“Ed Knight from Transference helped my mother navigate the endless paperwork she was inundated with after my dads passing.

I’m not sure how she would have handled it without the help of Transference. I am so thankful for their help.”

Richard Russo

“Ed Knight has been invaluable in helping me to get our affairs in order. His advice and research have shown me what to do in a very difficult time. I highly recommend his services!”

Joanne Holmberg

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