Estate Management

Certificate/Document Retrieval (Birth/Death/Legal Forms) & Organization

Identify Brokers, Lawyers, Accountants, Planners

Identify Distribution Channels (Auto/Boats)

Negotiate Conflicts & Resolve Differing Viewpoints

Optimize/Minimize Value of Real Estate

Provide a Third-Party non-Biased Perspective

Review Wills, Real Estate, Financials, Beneficiaries

Summarize Goals of Beneficiaries

Initiatives Achieved With Compassion