Simplifying After Loss Estate Administration & Pre Loss Estate Organization.

Our Services

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    After-Loss Services

    Guidance when you need it most.

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    Estate Organization

    Bringing clarity and control to your plans.

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Our Process

Every client requires a unique and custom plan. We are experts at understanding your needs and only providing you the service needed. We are here to take the full load or individual request along the way. The goal is for you to focus on what is most important : Your family, friends and day-to day lives.

  • This is the discovery and learning phase.

  • From the information gathered we provide a quote and contract details.

  • More information gathering and organizing priorities.

  • We review all the required steps and chart a path forward with what items are priority and who will do which task.

  • Full services provided.

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How do we help our clients?

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    Estate Project Manager

    Manages deadlines, tracks document flow, and can serve as a central point of contact for all involved parties, ensuring the entire estate plan is executed accurately and as efficiently as possible.

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    Empathetic Detective

    Provides a supportive environment, using skills of a trusted fiduciary, to help locate and assess all of the assets in an estate and all of the tasks that need to be completed to close an estate.

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    Extra Pair Of Hands

    Manages the administrative and logistical tasks, thereby allowing the primary planner (often an attorney or financial advisor) to focus solely on complex legal and strategic advice for the client.

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    Skilled Professional Assistant

    Handles specialized, non-legal tasks, ensuring smooth and efficient operations within the practice.

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    Customized Support

    Develops a personalized plan to fit your needs, appreciating that every client’s needs are different.

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    Accountability Partner

    Ensures that the client gathers all necessary information, signs critical documents, and completes the entire process in a timely manner, transforming the daunting task into manageable steps and ensuring the plan is finalized rather than indefinitely postponed.

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