Estate-Serve is the first comprehensive online portal for consumers to manage their estate account. Estate-Serve is a type of calculator that enables Executors, Administrators, and other authorized individuals to manage the estate process in a secure online environment. This proprietary system includes features such as authorized party confirmation, balance verification and complete account negotiation and resolution while providing consumers access to important information and resources around the clock.

As leaders in compassionate recovery Phillips & Cohen Associates, Ltd. has developed Estate-Serve℠ as a proactive solution to the increasing regulatory concerns of our clients.  The system provides systematic compliance at every step of the process monitored by real-time analytics and interactive functionality. Estate-Serve offers convenience, value and increased compliance to both Estate Managers and creditors.

estate-serve calculator