Thorough results, personalized service, reasonable rates.
Onsite services: Appointments have a 3-hour minimum, and you can schedule up to 6 hours in a single day. Discounted packages are available for 20 hours and 40 hours, respectively, to be redeemed within a six-month window. It is the client's decision as to how much or how little assistance they need, and clients may decide as they go. Rates include driving time not exceeding 90 minutes round-trip (driving time exceeding that amount will be billed at 50% of the hourly rate). Rates also include basic supplies and materials. Payment is due at the time of service by cash or check payable to Legacy Estate Organizing.
Remote services (aka "Rent-a-Researcher"): 1-hour minimum. The client provides basic information -- names of relatives, states in which they resided, and other helpful identifiers such as dates of birth/death -- and we utilize all available resources to determine whether there are assets or property still in their names. We are equally skilled at locating missing relatives. If results are positive, the client can continue to utilize our services to acquire the assets. Alternatively, the client may choose to claim the assets on his/her own or with the assistance of an attorney. Payment is due upon receipt of results from the researcher, by cash or check payable to Legacy Estate Organizing.
Please note that, in most situations, payment for estate-administration services may be paid out of an estate bank account. As always, consult your estate attorney and/or tax preparer with any tax-related questions.
Book a phone consultation
Use the form below to tell us about your estate matter, and we’ll give you a complimentary call to discuss how our services might be of use to you. You may also email or call us directly. Please note that we do not take phone calls while working with a client. We generally respond the same day as your call or email.