Customers who are planning to serve as an executor/executrix, and customers actively working through and Estate. We are planning in the near future to have pre-planning tool open, along with more Tier packages to serve our customers needs.
A Mosaic Path is a 4-step guidebook that includes every form needed to probate the estate with handy guides for every step of the way. We collect everything you need in one place and customize it to your geographic location to make the process as easy as possible to complete.
To begin, visit www.copemosaic.com and complete our online questionnaire. This questionnaire is designed to guide you to your recommended Mosaic Path. To find the questionnaire on our website, click the “Get Started” button.
Your Mosaic Path includes 14 steps that have been broken down into four easy-to-follow groups. The information is customized to you (based on your questionnaire) and includes the actions required to complete each step, as well as the estimated completion time. Also included is a glossary of terms to help you navigate the process.
Typically, you have nine months to process an estate; however, if you can complete the process within three months, you can earn a 5 percent inheritance tax break. If the process goes longer than nine months, there is a 25 percent tax penalty on the inheritance tax you pay.
Our passion is to support people when they need it most, and preparing for end-of-life matters or processing one’s affairs after he or she has passed is one of those times. Hiring a legal professional to take care of estate matters can be expensive. Plus, it’s not always necessary. Cope Mosaic can customize a path that guides you through the paperwork process for a fraction of the price. We have more than 25 years of experience managing estate and probate matters and, as a result, are able to save our clients money, stress and time. Please visit our about page for more details.
Yes. Protecting your personal information is our top priority, and we take the appropriate steps to do so.
Yes! Please take our questionnaire and determine what path is for you. You will then be prompted to move forward in the process based upon your answers.
Currently we are serving all 67 counties in Pennsylvania, however we plan in the future to open up to other states within the US.
The contents of this website are intended to convey general information only and not to provide legal advice or opinions. The contents of this website, and the posting and viewing of the information on this website, should not be construed as, and should not be relied upon for, legal or tax advice in any particular circumstance or fact situation. The information presented on this website may not reflect the most current legal developments. No action should be taken in reliance on the information contained on this website and we disclaim all liability in respect to actions taken or not taken based on any or all of the contents of this site to the fullest extent permitted by law. An attorney should be contacted for advice on specific legal issues.
Yes! we can answer limited questions through our email at firstname.lastname@example.org, however in the near future we will open up our Tier 3 that has unlimited Cope Mosaic consultations on your specific case.