How does Atticus work?
We're glad you asked. Atticus believes in affordable & transparent access to estate settlement services. As such, we've taken all the standard information you'd receive from expensive advisors and broken that down into a helpful step-by-step guide aimed to empower you through the process yourself. We'll ask personal questions along the way to better understand your unique situation, customize an actionable timeline, and provide individualized guidance throughout the process. Don't worry, we respect the need for advisors as well and provide easy access to robust reporting... just in case you encounter difficult questions, become overwhelmed, or simply want a 3rd party to review your work. Together, we can get this done!
Do I need prior knowledge in estate settlement?
No. The truth is, the majority of people go through this experience for the first time and we've built our processes with that in mind. While prior experience makes any process less intimidating… it's not necessary. In fact, that's why we're here!
Is this product only for executors?
Yes, along with any individuals helping the executor.
How do I access a report from the app?
Your Atticus reports can be easily accessed through the "reports" section of your account. Simply login to your Atticus account in order to print, download, or share your reports anytime or anywhere. You are also able to access your reports from within the mobile app. Our simple and easy to understand reports are a great way to involve family members, attorneys, or advisors along the way.
What if I have questions along the way?
We would love to hear from you! Please email us at email@example.com and we will get back to you as soon as possible.
What is an executor?
An Executor, or personal representative, is the individual or institution formally responsible for carrying out the wishes described in someone's last will and testament. This generally includes working with advisors and the probate court to create an inventory of assets, interpret expressed wishes, and distribute one's assets to the appropriate heirs or beneficiaries during the final steps of settling an estate.
What if my question isn't listed here?
We're always here to help! Send us an email at firstname.lastname@example.org and we'll get back to you shortly.
What if I have some feedback around a feature?
We'd love to hear about it! Please send us an email at email@example.com.
Can I change the email address I use to log into my account online?
Absolutely! Login to "My Account" and under the account overview section you will find your email address and contact details. Here is where you can change, modify or update any email address changes desired. Keep in mind: Before any changes can go into effect, you will be required to verify the new email address for security purposes. Don't worry, we'll make this easy by sending you a confirmation link via email.
Can Atticus serve as our executor?
We're flattered, but because we're not an actual individual, we can't legally serve as an executor for you. Not to worry! Atticus is powered by a talented and passionate team of empathetic advisors working to empower you as the executor. Rest assured we'll be here to help you through every step along the way. If you have any questions, at any point, please contact us and we'll get back to you promptly.
Does Atticus provide individualized fiduciary, legal, or tax advice?
Atticus is not a law firm or an attorney and does not provide individualized fiduciary, legal or tax advice that serves as a substitute for the advice or services of an attorney. Rather, our users represent themselves in their matters, meaning no attorney-client relationship or privilege is created with Atticus.
Real talk– when it comes to your responsibilities as an executor, we see ourselves as your empathetic river guide, empowering you to navigate through the probate and estate settlement waters. We'll be with you at every step along the way to help point you in the right direction, organize your responsibilities, provide automated tools, and even share helpful pro tips along the way... but ultimately it's up to you to take action on making the final decisions about what's best you and your family.