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We’re in the business of providing solutions. Through an array of specialized services, we assist our clients in preparing for and navigating end-of-life financial and administrative matters.

We provide many of the same services as an attorney or financial planner but at much-reduced rates. We are also a mobile Notary of Public.

Our services include:

  • Organizing your documents so they are understandable and accessible
  • Reviewing beneficiary designations and account titles for proper wording
  • Helping you understand relevant documents and forms
  • Becoming a Durable Power of Attorney
  • Navigating the Register of Wills Office
  • Assisting with Veterans Affairs and Social Security benefits
  • Assisting with pension plans
  • Communicating with financial institutions and other agencies
  • Assisting with account reconciliations
  • Closing accounts and subscriptions
  • Establishing automatic billing and online banking
  • Transferring mortgages and car titles

We invite you to schedule a complimentary phone consultation to discuss how we may serve you. Please visit our Contact Us page to schedule your appointment.