Our financial lives are more complicated than ever before. We'll help you follow the trail of paper and electronic communications to identify assets that your loved one held. And we'll document these assets so that you and your estate attorney can track their status at any time.
track estate income and expenses
Good record-keeping is essential to effective estate administration. We'll keep track of money coming into the estate and going out for expenses (to include professional-organizing services!). This spreadsheet can be shared with your estate attorney, tax preparer, and estate beneficiaries as you deem fit.
There is a wealth of reliable business providers in the region who can offer you additional services needed to administer your loved one's estate. We can provide referrals to estate attorneys, auction houses, shredding services, dumpster delivery, consignment shops, realtors, etc. Your feedback will allow us to expand and refine our list of available providers.
Paying your loved one's bills is not your first priority in the days following a death. When you are ready to begin addressing outstanding financial responsibilities, we'll help you determine what is owed and to whom. We'll document these payments to assist your estate attorney and tax preparer.
In some cases, an estate may include a collection that was important to your loved one. We'll inventory the collection to the level of detail that you request. We will also connect you with licensed appraisers who can offer guidance as to the collection.
organize your estate
If you are a senior who wishes to organize his/her own estate, we can document the location of your financial accounts, safe-deposit boxes, insurance policies, stocks, bonds, and other holdings to streamline the search for the executor of your future estate. We will also help you sort, downsize, and inventory your personal belongings.
Your estate attorney will guide you in the disbursement of financial assets. But what about their personal property? We'll work with you to inventory what your loved one left behind and help you distribute those items so that they can be used and appreciated by the living.
sort personal goods
As a boutique organizing business, we do not provide "whole-house clean-outs" as offered by some businesses. However, we will happily work with you to sort through the personal belongings that your loved one left behind: clothing, books, costume jewelry, mementos, tools, furniture, etc.
Are you searching for lost assets or property that belonged to deceased relatives? Need to find a missing heir? Or simply want to make sure you haven't left any money behind? Contact us to do a remote search for you. We'll use our investigative background, access to information sources, and genealogy skills to do a "search-and-find" mission for your family. A one-hour search often leads to a lucrative find!