Next Client Availability: Week of October 25th
"Move from disorganized grief to organized gratitude." -Eileen Moynahan, M.A.
Thorough results and highly personalized service.
I can help bring your loved one’s estate to a successful resolution. Once we have the opportunity to get to know each other through a complimentary Discovery Call, you, the client, will have a roadmap and a partner with whom to move forward.
I take care of everything from searching for "lost" money to creating a spreadsheet of all assets… all the way to writing the claim letters to financial institutions. With my 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. In virtually all cases, my fee is greatly outweighed by the financial benefits you gain by administering the estate within a reasonable timeframe. More importantly, you'll have peace of mind!
Please note that 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.
Business Hours (but you can email at any time!)
Tuesday, Thursday, Friday
8:30AM EST - 6:30PM EST
8:30AM EST - 4:30PM EST