We can help bring your loved one’s estate to a successful resolution.

 

We take care of everything from searching for "lost" money to creating a spreadsheet of assets… all the way to writing claim letters to financial institutions.

 

Private-investigative services are available should you need to locate a beneficiary, establish a family tree, or otherwise identify a hard-to-find person or asset.

 

With our assistance, you will feel more confident about your loved one's estate, preserve assets for the beneficiaries and prevent estate “leakage” in the form of extra property taxes, utilities, and maintenance.

 

Our fees are greatly outweighed by the financial benefits you gain by administering the estate within a reasonable timeframe. More importantly, you'll have peace of mind!

​

Payment for estate-administration services can usually be deducted from the value of the estate. As always, consult your estate attorney and/or tax preparer with any tax-related questions.