“
There are days when I feel like I’m drowning in forms and phone calls. You never realize how much work it is to untangle an estate until you have to do it.
”
– Lisa K.
Experience in 50 critical tasks
that you need to do now
Creditor Handling • Contract Negotiation • Death Notifications • Online Identity Management • Digital Record Keeping • Official Document Inventory • Estate Plan Execution • Calculating Financial Fees • Family Communication Strategy • Fraud Protection • Funeral Arrangements • Beneficiary Review • Heir Dispute Mediation • Insurance Policy Management • Inter-family Business Interests • Power of Attorney • Mail Management • Paper Records Digitization • Project Management • Cost Basis Determination • Vendor Management • Tax Filing • Tax Document Prep • Aging in Place • Home Safety Upgrades • Care Needs Assessment
“
Between my own job and kids, I really didn’t have the time to do things the right way. A lot of stuff fell through the cracks.
”
