After Loss Services
Have you found yourself the executor or trustee for a loved one’s estate? Not sure what needs to be done or where to start? We team up with family members, executors, and trustees to help assess handle the many tasks needed to settle an estate. We are also available to take tasks off your plate and handle them as your proxy, when desired. Our services include notifying agencies and companies, helping you find important documents and missing assets, assisting with disposing of property, and keeping the executor organized. Working with us gives you the time and energy to focus on your life, family, and grieving
Here is an overview of our services which will be customized to your specific needs.
Executor/Trustee Support
Gathering and organizing important legal documents
Asset and debt discovery
Managing and tracking expenses
Assisting with the dispersal of personal property to beneficiaries
Coordinating with your attorney on the executor / administrator responsibilities to ensure deadlines are met
Assisting with Social Security and Veterans Affairs benefit filings
Securing forms to start the insurance claim process
Notifying credit rating agencies to prevent identity theft
Notifying financial institutions (banks, credit card companies, investment firms) to transfer and/ or close accounts; assisting with completion of forms
Cataloging recurring services (streaming, memberships, cleaning service, lawn/snow removal, pest control, etc.); transferring or cancelling the services
Contacting utilities to transfer or close accounts
Notifying friends, trade organizations, associations and schools
Contacting Organizations
Ensuring properties are secured, cleaned and maintained during the estate process
Develop a plan to clear out / empty a property to prepare for its sale
Assisting with sourcing and hiring professionals such as estate sales company, appraiser, mover and realtor
Scheduling appointments on your behalf, answering vendor questions and coordinating work
Identifying options for rehoming pets
Property & Pet Care
Referrals to attorneys, accountants, financial planners, estate sale companies, realtors, and senior move managers
Assist with information about various resources created specifically for people in your position
Act as a liaison with your trusted professionals
Provide Resources & Recommendations
Attorney vs Executor Advisor
Trust & Estate Attorneys:
Examples of ways an Executor Advisor can assist:
Develop customized plan of all tasks that need to be completed to close down estate.
Figure out which forms need to be filled out.
Help fill out forms for executor to review and sign.
Assist with referrals for vendors / tools that could be helpful in the estate administration process.
Help determine what assets there were.
Help get high end items appraised.
Close down online accounts & subscriptions (e.g. Amazon, Netflix…)
Engage with banks, financial institutions, government institutions (Social Security, VA) on behalf of executor.
Find & manage vendors relating to real property: real estate agent, painters, staging company, etc.
Find and manage professional organizers / clean-out teams if home needs to be cleaned out.
Help family establish methods they'd like for dividing personal property.
Help research open bank accounts and credit card accounts, if unknown.
Assist with steps for selling automobile.
Act as an accountability partner for executor/trustee.
Estate planning, including drafting key documents (wills, trusts, powers of attorney, etc.)
Legal interpretation of documents (wills & trusts) & explain legal requirements of being a trustee/executor
Probate court filings
Handle any estate related litigation
Outside my area of assistance:
Funeral arrangements.
Celebrations of Life.
Drafting and interpreting wills, trusts, or other planning papers.