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Closing an Estate

Estate processing and transition project management.

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Closing an Estate
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Full-service project management of all tasks required to process the estate and close probate (if required)

Estate Processing Plan developed with clearly identified priorities, milestones, and dependencies

Document organization and record search (e.g., medical billing/insurance, real property, finances, utilities, etc.)

Assistance with optimizing account transitions with government agencies, banks, service providers and others

Guided referrals to and liaison with exclusive healthcare, legal, and financial service professionals


Full Spectrum Healthcare Navigation for All Ages 

Additional References

Is there anything we can add or clarify?  Book time with one of our Navigators to explore your specific questions.

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Our scheduling tool makes it easy to find time

Whether it's an urgent, crisis response scenario or an inquiry regarding long term planning needs, we are ready to connect when the time is right for an initial conversation.

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