Closing an Estate
Estate processing and transition project management.
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Full-service project management of all tasks required to process the estate and close probate (if required)
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Estate Processing Plan developed with clearly identified priorities, milestones, and dependencies
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Document organization and record search (e.g., medical billing/insurance, real property, finances, utilities, etc.)
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Assistance with optimizing account transitions with government agencies, banks, service providers and others
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Guided referrals to and liaison with exclusive healthcare, legal, and financial service professionals
DURING A HEALTH CONCERN
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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Trust & Will, Estate planning made easy. (Use discount code BANISTER10 at check out)
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ACTEC American College of Trust and Estate Counsel, Estate Administration FAQ’s
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Investopedia, Five Things to Consider Before Becoming an Estate Executor
