Resolving an Estate

Services include (but are not limited to):

  • Gather financial information and create summary worksheets and documents
  • Obtain date-of-death values
  • Negotiate final bills of and claims on the estate
  • Mediate family matters and disagreements
  • Create insurance claim submissions
  • Bring business affairs to a close
  • Distribute personal items and property
  • Communicate to executors, trustees, heirs, etc.
  • Manage mail and messages
  • Oversee property
  • Provide support and guidance to heirs

Organizing an Estate 

Services include (but are not limited to):

  • Inventory financial information and create summary worksheets and documents
  • Consolidate accounts, credit cards, possessions, etc.
  • Scan original materials for electronic storage
  • Assist with life documents (e.g. Will, Trust, Advance Healthcare Directive, Power of Attorney for Financial Management)
  • Refer clients to lawyers, accountants, financial advisors, etc.
  • Help create a “final wishes” document  
  • Assist with burial, memorial and life celebration plans
  • Communicate to those with a need to know
  • Develop a system for password storage and retrieval

Whenever and wherever necessary, I work with and make referrals to estate attorneys, CPAs, investment advisors and other professionals.