We provide the needed support to Executors for them to process Wills in a professional and timely manner.
SERVICES BEFORE TESTATOR PASSES
Review Services prior to the passing of the testator (Issuer of the Will)
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Optional Distribution calculations with current figures like a Fire Drill
- Documentation of all relevant information
- People to contact
- Bank & Investment Account details
- Professional Advisor details
- Review of the Will with the Testator and the Executor or Executrix
SERVICES AFTER TESTATOR PASSES
Services after the passing of the testator (Issuer of the Will)
- Review of the Will with the Executor or Executrix
- Document all components of the estate
- Preparation of Probate Application if applicable
- Collection of data
- Preparation of Estate Financial Calculations
- Full accounting of all transactions