Attorneys

Are you an estate planner?

◆◆ Do you regularly wish for more hours in a day?
◆◆ Do you often go to a client’s home to help them sort through paperwork or gather title documents?
◆◆ Are you constantly interrupted by client phone calls asking for local business referrals?
◆◆ Are your clients ready to discuss estate planning?

Let us help you prepare your clients for estate planning and save your clients’ money by using us to

• gather and sort their financial paperwork
• identify active accounts
• summarize assets
• help them list which beneficiaries receive the family heirlooms
• help them downsize for aging in place or moving to another home

Are you the administrator of an estate?

You may need some hands-on assistance at the property.

We will:

• Search for hidden tangible assets
• Sort and organize documents, summarize financial paperwork
• Manage the disposition of the tangible personal property for you
  • Sell, donate and trash
  • Coordinate shipping to heirs, including internationally

We provide:

• On-site supervision for work preparing the home for sale
  • Control access to the property
  • Reserve facility elevators and loading docks
• Updates with photos to keep you current on progress

We value privacy issues:

• Non-Disclosure agreements signed by all employees
• Communications only as permitted by Disclosure form
• Secured email, if desired