ESTATE SETTLEMENTS

Our diversified service offerings include taking over when you need us most. We work closely with you, keeping you involved in decision-making and progress reports. This includes making arrangements with our extensive list of capable service providers.

We specialize in: Locating and sorting paperwork and documents if pre-need information is not available. Notifying all involved parties Filing for life insurance benefits Transfer of ownership of investments Reconciliation of medical claims Canceling credit cards and subscriptions Preparing house for sale or rent Making arrangements for estate sales Disposing of personal effects through charitable organizations Working with attorneys to close estate and CPA for final tax filing

Make certain nothing is left to chance and that all related activities are completed to preserve your assets for your family, loved ones, and charitable organizations.