Organize Me Please
 

 


Settling an estate for loved ones is a time consuming, difficult activity.

We offer a range of services to executors and heirs that are designed to meet their particular requirements. With our professional expertise we can off services in the following areas.

Give order to existing files for locating important documents such as:

Wills, banking accounts, deeds, titles, business papers, Income tax records, insurance policies, etc.

Give notice to professionals such as:

accountant, investors, financial advisors, insurance agents, and/or liaison between family members.

Household contents:

organize and categorize all items

compile a precise list of all items

coordinate with charities, consignment, estate sales

assistance and guidance to heirs as to what to keep, donate, or give away

 

 

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