Executor Support
If you are named the Executor in the will, or are the next of kin to the deceased, you are on a long journey with many hard and complicated tasks. I help you determine what needs to be done, and I help you complete the tasks.

• Determining the requirements of a will

• Identifying legal support

• Navigating the Probate process

• Identifying and coordinating the team of people you may need: legal, financial, real estate, asset disbursement, family and emotional support.

• Click here for a full list of Executor Support Services

Funeral & Announcements
We can help with the funeral and communicating the news of the passing.

• Determine pre-existing funeral payments and plans

• Plan funeral, burial/disposition

• Secure tombstone/urn

• Draft and publish obituary

• Share news with church, co-workers, friends

• Delete or memorialize social media accounts

Property and Belongings
We can help you secure the property of the loved one who has recently passed.

• Secure the property

• Secure care for pets

• Forward mail

• Take fraud protection steps

• Close email accounts

• Secure deeds and titles

Financial
We can manage financial tasks for you to help maximize your benefits, while freeing your time and emotional energy.

• Compile list of bills

• Cancel connection services

• Identify and cancel utility and media services

• Notify Social Security Administration

• Contact Veterans Administration

• Determine eligibility for death benefits 

• Notify life insurance company

• Notify banks and other financial institutions

• Notify financial advisors and stockbrokers

• Notify major credit agencies

• Cancel driver's license

• Close credit card accounts

• Seek unused portion of insurance premiums paid

Planning for What’s Ahead
If you are an Executor, Administrator or Trustee, we can be an ally to rely upon for expertise and support. 

• Identify your goals and requirements 

• Determine other expertise needed

• Build your team: legal, accounting, real estate, counseling, and other.