Estate Organization
Give you and your loved ones the gift of peace of mind by organizing your estate documents long before there is an emergency. Estate organization services consist of gathering important documents, reviewing them for accuracy, creating a central repository and identifying gaps that require action. You do not need to have a will in place prior to organizing your estate documentation. This process will provide clarity enabling you to have a productive first meeting with an estate attorney.
Audit Documents
We start by gathering and reviewing all your documentation. Our focus is on insurance policies and financial accounts and verifying the beneficiaries align with your wishes and will / trust. We will recommend estate attorneys if applicable.
Compile Important Information
We will work with you to create lists of utility accounts, subscriptions, medical contacts, and property details. Critical documents such as birth, death and marriage certificates, Social Security card, deeds and titles will be gathered or ordered if something is missing. We will also assist you with inventorying your digital estate.
Central Repository
After your information has been assembled, we will organize it in either a binder or electronically based on your preferences.