Estate Settlement
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
