Simplifying After Loss Estate Administration & Pre Loss Estate Organization.
Our Services
-
After-Loss Services
Guidance when you need it most.
-
Estate Organization
Bringing clarity and control to your plans.
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.
How do we help our clients?
-
Empathetic Detective
Provides a supportive and non-judgmental environment, allowing clients to voice anxieties and emotional challenges, which enables the creation of a comprehensive and personalized plan that truly reflects their wishes and minimizes future family conflict.
-
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.
-
Estate Project Manager
Manages deadlines, tracks document flow, and serves as a central point of contact for all involved parties, ensuring the entire estate plan is executed accurately and according to the client's wishes.
-
Skilled Professional Assistant
Handles specialized, non-legal tasks, ensuring smooth and efficient operations within the practice.
-
Guided Path & Client
Personalized partnership custom to fit your needs.
-
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.