Values First - Estate Planning with a Purpose

I can assist or guide you or your successors, guardians or estate administrators in the organization and documentation of all important and necessary information such as: 

  • Financial and tangible assets
  • Insurance policies
  • Household accounts
  • Childcare
  • Eldercare
  • Medical requirements
  • Personal contact information
  • Legal documents
  • Funeral arrangements

Assist Estate Administrators, Conservators, Successor Trustees, Executrix/Executors, and Personal Representatives who are acting as Attorneys in Fact with the activities to close an estate, which can include:

  • The location, inventory, sorting, appraisal, moving and storage, distribution or sale of tangible assets
  • Closing accounts
  • Notifying credit bureaus of deceased
  • Setting up filing and accounting systems
  • Getting property ready for sale

If you have been appointed as a trustee of a trust, there are many administrative duties that are the responsibility of a trustee. Distribution of the trust’s income and property, invest and safeguard assets, keep records, pay bills, provide year-end tax information, and handle any legal liabilities for the trust. These obligations can be complex, so it’s essential for the trustee to have the time, skills and sensitivity required for the job. I can provide support to the trustee to carry out these responsibilities.

Perform the duties of an Estate Manager, which can include: 

  • Hiring and supervising real estate property managers and salespersons
  • Home health providers
  • Cleaning and maid service
  • Nanny services
  • Pet care

Additional estate organizing and administrative services I can provide