Our mission

The International Estate Collective is a global network of female professionals dedicated to supporting families through every stage of the estate and legacy process. We connect accountants, money managers, insurance professionals, attorneys, guardians, fiduciaries, real estate professionals, and related specialists across the USA, Canada, Mexico, Europe, Australia, and beyond to share knowledge, collaborate on complex cases, and refer clients to trusted experts around the world.

About

The International Estate Collective brings together women working in estates, trusts, real estate, and long‑term planning—accountants, financial advisors, insurance professionals, attorneys, guardians, fiduciaries, real estate professionals, and allied experts—from the USA, Canada, Mexico, Europe, Australia, and other key markets. Our members collaborate in an international online community, with a shared website and private Slack workspace, to exchange education and best practices, co‑create resources, and build a relationship‑based referral network for clients with cross‑border or complex estate needs.

Who Should Apply

The International Estate Collective is a start-to-finish, life‑transition–focused network for professionals and business owners who help clients manage estates, wealth, and major life changes—from proactive financial and estate planning to the practical realities of divorce, death, downsizing, and other transitions.

Core Membership $799 per year

Core membership is designed for licensed or credentialed professionals who advise and guide clients through estate and life‑transition planning, including:

• Estate planning and probate attorneys

• Accountants and tax professionals

• Financial advisors, planners, and money managers

• Insurance and risk‑management professionals

• Guardians, fiduciaries, and professional trustees

• Other specialists working in estates, trusts, elder‑care, incapacity, or legacy planning

Core members typically:

• Provide ongoing or project‑based support around estates, trusts, inheritances, and major financial shifts

• Help clients prepare for and navigate life transitions such as death of a loved one, divorce, retirement, relocation, business exit, or sudden wealth events (inheritance, settlement, liquidity events)

• Hold an active professional license or designation where required

• Work ethically, collaboratively, and with a client‑first mindset

• Value cross‑border and cross‑disciplinary collaboration and are open to both giving and receiving referrals internationally

We are particularly aligned with professionals serving clients in the United States, Canada, the United Kingdom, the European Union, Australia, and other regions where cross‑border estates and international families are common.

Affiliate Membership $599 per year

Affiliate Membership is for complementary service providers and business owners who support the practical and day‑to‑day side of life transitions, including:

• Independent paralegals and legal support services

• Home services: cleaning, organizing, repairs, estate clear‑outs, and prep for sale

• Move management, downsizing, relocation, and storage providers

• Elder‑care and in‑home support services

• Unique and luxury gifting, memorial, and celebration‑of‑life services

• Marketing, branding, and communications professionals (for families, advisors, or small businesses in transition)

• Catering, floristry, event services, and transportation related to life events and estate matters

Affiliate members share our commitment to ethical service, collaboration, and compassionate, client‑centered support during some of life’s most challenging seasons.

Not a fit for people who want only sales leads, people unwilling to follow confidentiality rules, or people who are not comfortable with professional ethics standards.

The Application Process

Once your application has been reviewed, you will receive a letter with our decision. If accepted, you will receive an email that includes a member agreement for your signature and a payment link. After your payment has been received, you will be sent a follow-up email with your onboarding package and links to join our communication channels.

In your return email, please provide a copy of your business card or logo, along with an image of yourself to be included in the member directory.

You didn’t come this far to stop!