SERVICES

Estate Administration:

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.

GO TO COACHING

Asset Search:

We track down what your deceased loved one owned, even if the account or policy has been sold to a new company.

OVER TO COACHING

Private-Investigative Services:

We locate beneficiaries, conduct genealogical research to create a family to create a family tree, and perform heir research to determine the rightful owner of a distressed property.

YEP, STILL COACHING

Learn more about Coaching, and get on my schedule!

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We are duly bonded and licensed by the New York State Division of Licensing Services as a private-investigative firm.

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 INTEGRITY | COMPASSION | EFFICIENCY