The unexpected loss of a loved one is tragic -- leaving us emotionally, and often financially, unprepared. While the grief is overwhelming, it is important to remember that you are not alone. We are here to manage your loved one’s assets and help you and your family along the way.
We will work with financial institutions and the executor or estate attorneys to manage account closures, insurance payouts, tax filings and identity protection. Throughout the process, our primary objective is to seamlessly manage the process and protect your financial security, while allowing you the time to grieve and take care of yourself.Immediate Needs: Plan and Budget for Funeral ExpensesIf your loved ones funeral was not pre-planned, it is critical to immediately plan the funeral location and burial type. As you budget, it is important to consider that insurance benefits and other financial payouts will not be readily available.
Intermediate Needs (1-2 Months):
Long Term Needs (2-6 Months):