How does it work?
What to expect
when you work with us
When you work with Midway Belmont, you gain an experienced, proactive person to help you through one of life’s most difficult periods.
What do you get?
A checklist for the end of life
A team to get it done
Working across our four areas of expertise, we prioritize what needs to be done now – and identify what is expected to become an issue later.
We work with
your existing team
There is so much that your accountant, estate lawyer, and financial manager DON’T do. Midway Belmont works “one level below” your professional partners to fill in the gaps.
A Timeline of Care.
What we do changes over time and depends on where you and your parents are on life’s journey.
1. Consultation
First, we develop your Estate Dashboard. This is where we track expenses, uncover areas of concern like home care or heirlooms, and establish action items such as an approval process between you, your family members, and other people on your team.
3. Death of a Loved One
When a loved one passes, Midway Belmont provides a buffer against the people, companies, and regulations which prevent you from fully concentrating on the grieving process and being present for your family.
2. Advocate for the Estate
Prior to death of a loved one, Midway Belmont advocates for all aspects of an estate which may not be addressed by lawyers, accountants or financial managers. This process is driven by a to-do list of about 50 things that really need to be accomplished prior to the incapacitation or death of a loved one.
4. Estate Closing (Executorship)
Midway Belmont then executes the plan, ensuring that every penny is accounted for, and that any changes are executed in the spirit of the loved one’s wishes by a neutral party. This can include file taxes, close accounts, pay debts, selling physical assets, facilitating probate, preparing homes for sale, and many more.
A Timeline of Care.
What we do changes over time and depends on where you and your parents are on life’s journey.
1. Consultation
First, we develop your Estate Dashboard. This is where we track expenses, uncover areas of concern like home care or heirlooms, and establish action items such as an approval process between you, your family members, and other people on your team.
2. Advocate for the Estate
Prior to death of a loved one, Midway Belmont advocates for all aspects of an estate which may not be addressed by lawyers, accountants or financial managers. This process is driven by a to-do list of about 50 things that really need to be accomplished prior to the incapacitation or death of a loved one.
3. Death of a Loved One
When a loved one passes, Midway Belmont provides a buffer against the people, companies, and regulations which prevent you from fully concentrating on the grieving process and being present for your family.
4. Estate Closing (Executorship)
Midway Belmont then executes the plan, ensuring that every penny is accounted for, and that any changes are executed in the spirit of the loved one’s wishes by a neutral party. This can include file taxes, close accounts, pay debts, selling physical assets, facilitating probate, preparing homes for sale, and many more.
Expectations vs Reality
Flip the cards below to see what your future holds!
Expectation
You will find a home for all your parent's heirlooms and collections
Reality
You will be too busy and most of it will end up in the trash
Expectation
You will compare several different nursing homes and pick the best oneReality
You will choose the one that was recommended to you
Expectation
One day, you will dive deep into the family historyReality
You will never learn as much about the family history as you’d like
Expectation
Your parents will know when the time is right to stop driving