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.