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.