Estate Risk Assessment
A comprehensive review of the specific areas of concern, that from our experience have shown to be the triggers for potential legal and administrative problems for the executor.
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Asset/Property/Business Inventory
We will complete a detailed asset, property and business inventory for the purpose of identifying any potential problems that can arise during the executor’s administration of the estate. This includes clarifying your final intensions and helping establish the action plan to close any gaps.
Executor Documentation
Document key information that will be required for the executor to perform their duties including the critical information executors will need to administer the Will as requested.
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Will Intake Preparation
For those who do not have a current and valid Will, we will collect all the pertinent information including specific bequests for you to share with your Will and Estate lawyer.
Professional Trusted Partner Network
Along the way you may find you require the services of other professionals to help prepare for the transition of the estate. Here is a list of trusted professionals.
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Estate Risk Mitigation
Estimate the projected estate values plus cash needs for final expenses and executor compensation for the purpose of securing pre-paid guaranteed executor liability insurance
