Estate Settlement

Let Us Help You

There is a lot to do after the loss of a loved one.

We Can Help. 

Our Estate Specialists complete notifications easily, quickly, correctly and safely.

Easily -  First, we will guide you through a comprehensive list of everything that needs to be addressed.

Then our counselor can help you make the calls. “We can take the emotional burden off families by explaining to the agencies that your loved one has passed, so you do not have to repeat this explanation over and over.”

Quickly -  “What takes most families weeks or months to figure out and try to accomplish, we normally accomplish in one-two hours.” We know whom to contact, what to say, and how to get through to the correct person at Government agencies, Financial institutions, Insurance companies, etc. We know the processes associated with each of these institutions and what they are going to require. And we save families time from sitting on hold or contacting the wrong person.

• Government: Social Security, Veterans Administration, Office of Personnel Management
• Finances: Pension Plans, 401K/IRA, Investments, Credit Cards, Bank Accounts
• Insurance: Life Insurance, Medical/Health, Car/Home, Change Beneficiaries
• Estate: Wills/Trusts/Probate, Real Estate Title, Vehicle Title
• Protection: Credit Bureau/Fraud Alert, Deceased Registry, Stop Junk Mail/Solicitor Phone Calls, Cancel Subscriptions/Memberships

Correctly -  “In a recent audit by Social Security, 82% of widows were not receiving their full spousal benefits.” We spare families the frustration of having information misreported and the hassle of trying to fix an innocent mistake. We also guide you through questions to help you discern whether you need an attorney or what is required for your specific situation in terms of probate.

Safely -  “We guarantee your personal information will not fall into the wrong hands and that families are safe and not victimized.” We help you set up fraud protection and notify credit bureaus, so if any activity occurs with your loved one’s social security number, you are notified immediately. We also stop solicitor phone calls and junk mail from continuing to come in your loved one’s name.