Pro-Active services to SafeGuard your possessions and assets in case of a disaster
Preserve and Protect your assets for your
Non legal help for Executors, Attorneys and Geriatric Care Managers for Estate Planning & Settlement
What we offer:
Inventory -In case of disaster. Insurance & Estate valuation. Distribution in a settlement.
Professional Appraisals (General
Personal Property) -Insurance. Asset allocation. Estate valuation.
Estate Planning Preparation
Assistance - Records management. Management of critical
Estate Settlement Assistance - Records management. Management of 3rd
party professionals & contractors
Concierge Services - Help with everyday challenges. Coordinate Estate
Personal Critical Document Inventory - A concise, detailed inventory. In case of disaster. Estate
Background Checks - Criminal checks. SSN verification. Sex offenders
There are too many details that need attention in times of grief
and mourning. We
can help minimize these burdens - so you don’t have to. Our expertise with all aspects of Estate Planning & Settlement matters
helps Executors, Attorneys and loved ones. Placing your trust in us ensures your Heritage.
We do not solicit you to be named as Executor or Co-Executor.
Our goal is to help you through the complex maze of preparing your Estate for Planning and Settlement in case of incapacitation