Settling an estate requires patience, attention to detail and strong organizational skills. If you are tasked with handling a loved ones affairs and feel overwhelmed, I can help.
I provide assistance to executors/administrators with all non-probate (non-legal) responsibilities.
My services allow you to maintain control as executor/administrator while allowing a responsible professional to complete the extensive list of time consuming tasks.
You can choose to use as much or as little as you need including:
Coordinating tasks with attorneys, CPA’s, wealth managers, banks, insurance companies
Immediate support with files/paperwork and organizing
Assistance with transferring stock ownership to heirs
Working with banks to re-title accounts
Locating and appraising/inventory assets and debts
Filing claims for insurance, asset transfers and unclaimed funds
Paying debts and expenses
Creating/maintaining records
Distribution of personal property and home
Assisting CPA with documents to complete tax returns
The benefits of my services include:
You will be able to maintain control and know the status of all tasks
at all times, without having to do the time consuming work
The transfer of non-probate assets will be expedited
The Estate will be settled in a timely manner