As if the loss of a dear loved one is not enough emotional
stress on an individual, the financial burdens and requirements
only add to the challenges faced as a result of such an event.
Regardless if it is a mother, father, or sibling, the effects cause tremendous strain and anxiety for most
But the challenges only begin at this point. No
matter how organized someone thinks they were before their
death, almost nobody has an important papers folder. They
have file cabinets full of documentation that they've kept,
thinking everything is important.
Sorting through all the accounts, records and documentation
takes a tremendous amount of time, which you don't have to begin with.
Here are some of the challenges you are likely to face:
- How do you determine what to keep, discard, etc.
- Do you have to save all documentation that looks
- Do you have to obtain the current market value of the
estate at the time of death for valuation purposes?
We know what to look for and what to ask and
we know how to declutter this volume of documentation. Not
only do we go through all documentation, we also can do credit
checks and searches of abandoned property records. This
serves multiple causes. Not only does this provide a
checklist of financial institutions that have to be notified,
but it also will prevent the possibility of missing something
and prevent identity theft.
Not only have we saved people a tremendous amount of time,
but we have found many heirs money they never even knew