SERVICES

(Click on the service for more details)

Estate Documentation

• Where is your life insurance policy?

• Can your executor locate your important documents?

• Are you entitled to veteran benefits?  Where are the papers?

• Do your heirs know about all your investments?

Assisting Estate Administrators

• Are you feeling overwhelmed with the role of Executor of an estate?

• Are you responsible for cleanout of an estate?

• Do you have Power of Attorney for a loved one and feel unsure about your responsibilities?

Personal Bookkeeping

• Do you have piles of unopened mail?

• Are you paying late fees because you can't find bills or forget to pay on time?

• Do you file a tax extension every year because of disorganized documentation?

• How much time do you spend searching for important documents?