What we do
What we handle — and what we don't
We take on the administration and coordinate the professionals you already trust — so the work gets done without it all landing on you.
What we handle for you
- Track down every account, policy, and asset — including ones the family forgot or never knew about
- Search for unclaimed property and lost life-insurance policies in your loved one's name
- Get date-of-death valuations and keep the estate's books straight
- Negotiate and resolve creditor claims and medical bills
- Notify banks, creditors, and government agencies — and handle whatever comes back
- Open the estate bank account, redirect mail, and shut down old accounts & subscriptions
- Track every court, tax, and notice deadline so none of them slip
- Keep beneficiaries informed and coordinate your attorney, CPA, and realtor
We coordinate — we don't replace
- Attorneys — for legal filings and any contested matter
- CPAs — for the estate's tax returns
What we don't do
We're not a law firm and don't give legal advice. When something needs a lawyer, we tell you — and work alongside one of your choosing.
You don't have to carry this alone.
Tell us about the estate on a free, no-obligation call. We'll map out exactly what needs to happen — and how we'd take it off your plate.
The estate pays our fee — not you out of pocket.
Prefer to talk? (346) 396-2500
Tell us about your situation
Has the person passed away?
Your relationship to them
When did the loss occur?
Your best guess is fine if you don't know the exact date.