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Estate Management

What is probate? What is an estate? Wait - I'm a Personal Representative?!!

Now you are in charge of administering an estate. Unfamiliar lingo, laws and reporting activities that are all new to you. All of your family members are asking when they will get this or that. It will take a large dedication of your time that you were not expecting while you are also grieving the loss of your loved one.

We are here to help with the following consulting services:

 

  • Locate & organize important documents

  • Refer to attorneys and CPA’s

  • Perform administrative & financial tasks

  • Appraisals of personal property and real estate

  • Inventory and distribute personal property

  • Assist with internet accounts/digital assets