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We are not estate planners, financial or legal advisers.
We provide estate organization and assistance to estate administrators. Our client's privacy is paramount.
We always sign a confidentiality agreement.
Sample Estate Organization Service:
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Help locate, organize and record legal, financial,
insurance, real estate documents. |
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Help locate, organize and record legal, financial,
insurance, real estate documents. |
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Help establish a family crises protocol:
names, addresses, phone numbers,
emails of those to contact |
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Pre-Estate decluttering, winnowing and sorting. |
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Helping determine fair market values of items. |
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Provide eBay listings for sale or auction. |
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Examples of our Assisting Estate Administrators services:
Go through the home(s) to gather the important documents and assets such as:
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Original trust and amendments |
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Original will and codicils |
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Provide eBay listings for sale or auction |
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Bank accounts and investment portfolios |
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Real property holdings |
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Safe deposit boxes |
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Security certificates |
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Partnership agreements |
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Timeshares, vehicle off-site storage, airplanes, etc |
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Run errands to city hall, registry of deed,
tax assessor, attorney's offices. |
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Monitor and manage the decedent's incoming mail,
and coordinate with the trustee/executor to maintain
payment of bills and upkeep of the property |
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Establish a filing system to maintain records
for probate and estate tax purposes |
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Work closely with legal counsel to provide information
they need and to help the client meet all
necessary deadlines |
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Timeshares, vehicle off-site storage, airplanes, etc |
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Inventory and organize the contents of the home,
set up staging areas for the family memorabilia
and prepare it for the family to review |
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Obtain valuations of the contents for inheritance
and estate tax purposes |
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Assist with the distribution of the physical assets
according to the decedent's legal documents |
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Inventory, valuation and facilitation of donated item
to non-profit organizations |
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Work with real estate professionals and co-ordinate
other services as needed to prepare the property for sale |
Other services available:
• Pre-Market Clean-up
• Listing - Weekly Cleaning
• Estate Monitoring/On-site Check
The services of a Professional Organizer after a death are estate tax deductible. The estate administrator incurs no out-of-pocket expenses as our fees are paid from the estate assets prior to the distribution to the estate beneficiaries.
Our online account management system allow you to communicate with us 24/7, 365. You will be able to track all tasks and billing related to your account. You are able to open a "Ticket" for areas need immediate attention.
We have setup a "Guest" account so you can see how our account management system works.
Username: guest
Password: guest
Click Here To Log In
* Not available in all areas
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