3 simple Steps. Straight forward, all-inclusive fees. No hidden costs. No surprises.
We welcome the opportunity to assist you at any time. However, if a death has occurred, please contact us as soon as practical. Doing so may save you time and resources settling matters that we will initiate or resolve on your behalf as part of our service.
DURING THE COVID-19 PANDEMIC PRECAUTIONS, OUR CONSULTATION CAN BE PROVIDED THROUGH A PRE-SCHEDULED TELEPHONE or VIDEO CONFERENCE RATHER IN PERSON IF PREFERRED.
Step 1 – Meet with us – Fee $185 – Know where to begin with the end in sight.
A confidential in-home consultation during which we will:
Moving forward from this meeting, you will have an understanding of your role as Estate Trustee. You will have the foundation of a personal and prioritized set of tasks to manage, calls to place, letters, notifications & application forms to prepare and supporting records to be located. You will know where to begin… with the end in sight.
Step 2 – We’ll put it all together – Fee $195 (Optional, but our most often requested service) – At the conclusion of Step 1 you may choose to have ALL documents, applications, letters and notifications custom prepared, ready for your signature. From more than 140 possible considerations, here are just a few of the documents and tasks we might be preparing or initiating for you:
When you select this service option, your Resolved document set will include a corresponding customized checklist with instructions on enclosures and procedures, a personal Summary Report on actions we have initiated, your own completely customized “To Do” list, file copies of all documents, envelopes for mailing and a folder to help keep things organized. It just doesn’t get more complete or efficient than this.
Step 3 – The Estate Trustee or representative signs and remits the documents, records dates sent on the checklist and completes the “To Do” list.
Everything is Nothing forgotten. Nothing Overlooked.
And if anything else arises during the following 12 months, we are a phone call or email away.
At no charge.