Estate Settlement Support
We operate as an extension of your advisory team, working alongside your attorney, accountant, and advisors, to provide a personalized, hands-on approach that delivers structure, clarity, and efficiency during the estate settlement process.
Our structure is designed to reduce the burden on the family, personal representative, and advisors.
What We Offer:
- Central point of organization for estate-related matters
- Comprehensive asset inventory
- Retrieval of bank, investment, and insurance documentation
- Coordination of date of death valuations
- Ongoing communication with attorneys, accountants, and financial advisors
- Documentation preparation and organization
- Support for asset transfers, distributions, and retitling
- Compilation of information for estate and fiduciary tax filings
- Death notification to government agencies, financial institutions, and other interested parties
- Credit reporting agency communication
- Termination of subscriptions and contracts
Post Settlement Transition
We assist the surviving spouse with updating the estate plan, asset retitling, beneficiary updates, and join meetings with advisors, where needed.
- Financial organization for surviving spouses
- Coordination to update estate planning documents
- Beneficiary updates and account retitling
- Integration into ongoing financial oversight and support
Disclosure: We do not offer tax or investment advice. Please consult with your tax and financial advisor.