Frequently Asked Questions
For Professionals

Does DCS offer services that compete with those of lawyers or estate professionals?

Our goal at DCS is to partner with lawyers and estate professionals. We provide services that complement or expand estate offerings. The various and growing number of personal accounts is becoming ever more complicated. Organizing accounts and providing notification services are vital components of estate planning. By removing the burden of tracking down and contacting account institutions, DCS helps professionals provide clients with even more cost-effective value.

With very few exceptions, DCS does not currently sell directly to clients. Our mission is to be a partner in estate planning and administration.

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What are the costs of DCS? Does DCS offer variable rates? Why does DCS offer different payment plans?

DCS charges a one-time enrollment fee including the first year and subsequent annual maintenance fees for each enrolled client. Our payment structure has been designed to allow estate professionals the ability to include DCS as an added value to their estate offering. DCS allows you to determine who provides payment. You can pay directly for a client’s fees or DCS can bill a client directly. Our credit card payment system will only collect DCS fees. After initial enrollment of a new client, a payment selection page will appear. The following payment options are available for each client:

Firm/lawyer pays set-up fee and annual maintenance fee
Firm/lawyer pays set-up fee and client pays annual maintenance fee
Client pays set-up fee and annual maintenance fee

DCS reserves the right to adjust DCS fees and will provide a minimum 30-day notice prior to any adjustments.

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Does DCS offer volume pricing?

To inquire about DCS volume pricing, please contact your DCS Business Development representative.

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How do I enroll my clients in DCS?

To enroll a new client in DCS, click the “+New Client” button located in the “My clients” section of your summary page. Complete the requested fields in the pop-up window, making sure to include the button that states you have provided the DCS terms and conditions. The client will be requested to approve the DCS terms and conditions at initial sign-in, before they can proceed any further. Finally, you’ll be brought to a payments page where you can select the most appropriate payment option.

*In order to have a complete client profile, you must provide both the date the estate documents were signed and the identities of legal contacts. Incomplete information may result in an invalid client profile and, in turn, DCS being unable to perform its services.

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Are there any obligations for a lawyer to enroll?

No, DCS makes it easy for a lawyer to use our services without risk. There is no obligation or fee to enroll and you can begin to use DCS services almost immediately. DCS will follow-up with a verification email. Once you create your personal password, you’ll be able to get started.

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Why must each DCS client have a lawyer assigned?

For the protection of the lawyer, the client and DCS, every DCS enrollment and activation must be affiliated with and completed by a recognized legal authority. DCS regularly checks and verifies a lawyer’s status with the licensing authority in his or her state to ensure he or she is in good standing.

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Once a client is enrolled, does DCS provide any additional services?

DCS will continue to monitor a client’s personal account activities until the estate is activated. During this monitoring period, DCS will send notifications for the following:

Change in Personal Account Types: The “change in personal account type” notification will be sent when a non-financial account is converted to a financial account. For example, there may be an online storage account (or even an email account) that is holding a manuscript for which an individual has received an advance. That manuscript is considered an asset and thus property of the estate requiring administration. In that case, the storage account will be treated as a financial account. An additional example would be an e-commerce site where there is an outstanding balance. An account is treated as a financial account anytime it contains an estate asset. The “change in personal account type” notification will provide an opportunity to evaluate the account and contact the client to discuss any changes made to the account.

Upcoming payment: DCS will send an “upcoming payment” notification in advance of an upcoming payment that will be made to the credit card on file.

Non-payment: DCS will send a “non-payment” notification to a client in advance of the client’s account being locked and navailable due to non-payment. As a courtesy, notice will also be sent to the estate professional. After a continued period of non-payment, the account may be deleted and irretrievable. Please see the DCS terms and conditions regarding policies related to account locks and deletions.

Account verification: DCS will distribute “account verification” notifications to both the client and the lawyer team to verify data in their profiles. We will also send notifications requesting that any missing information be supplied or updated in the personal account portfolio.

Estate updates: As a courtesy to DCS lawyers, we will send out “estate update” notifications to clients reminding them to update their estate documents with instruction to contact their listed lawyer when appropriate.

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Is DCS a legal authority?

DCS requires that the estate’s personal representative provide DCS with a letter of authorization granting DCS the legal authority to represent the estate in the limited capacity of providing services of personal account notification and/or termination, or as otherwise provided in such letter of authorization. DCS has no legal authority to act on behalf of an estate or client unless authorized by such a letter or by any other express authorization provided to it under a client’s will.

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Why is DCS required to be listed in the last will and testament or codicil?

In order to ensure institutions comply with the final wishes as expressed by the client in an accurate and timely manner, it is best practice for DCS and DCS services to be formally recognized as having the authority to carry out services by being listed in the estate documents and/or other letter or authorization, along with inclusion of the assigned DCS estate password. This will demonstrate to the estate, courts and institutions the clear intent of the client and determination of his or her final wishes. With the DCS estate pass code, it ensures we have a method of verifying an executor is authorized to gain access to the client’s personal account information.

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DCS has provided answers to some frequently
asked questions categorized below for both
individuals and professional planners.

If you have additional questions, please contact us at or 1-800-372-8121.