Following the loss of a loved one, most people are unaware of the tasks required to wrap up an estate. For the families of those in our Life Care Planning programs, we assist and provide guidance for trust and estate administration including:
Providing detailed checklists of tasks
Inventoring assets
Dealing with creditors
Paying bills, claims, and taxes
Preparing accountings
Communicating with beneficiaries and family members
Making proper distribution of the estate assets at the appropriate time