TRUSTEE CONSULTing
Trustee Consulting Services:
Simplifying Your Trustee Responsibilities
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Welcome to our Trustee Consulting Services, where we understand the challenges faced by Trustees and Personal Representatives/Executors who have taken on the significant responsibility of managing an estate. Often, Trustees find themselves overwhelmed by the intricate details that come with this role, details they might not have anticipated when agreeing to act as a Trustee.
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Whether you're in your 50s, 60s, or 70s, stepping into the role of a Trustee for your parent, spouse or friend, we're here to provide you with the support you need during this intricate journey. We recognize that your time is valuable and that you have many other commitments that don't just go away when you take on this responsibility. This is where we come in - we assist you in managing the challenges that often come with the administration of an estate.
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As your Trustee Consultant, we are your After Loss Professionals guiding you as much or as little as you require. We are certain when you agreed to act as Trustee, you never dreamed of the time and detail that would ultimately go into acting as Trustee. Perhaps you're overwhelmed and want somebody to just take it over so you can focus on your family, your work, your grief. Perhaps you need help with a few tasks here and there or someone to help you stay organized and on top of things. Either way, we are here for you. We are experienced professionals who have administered a wide variety of estates and have the knowledge and the resources to handle anything you don't feel equipped to handle, big or small.
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Ask yourself, what is it costing you to act as Trustee? Is it hundreds of hours of your time, missed work, no time for the kids? Are you:
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Going through the extensive boxes of documents to organize them and figure out what is what
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Filling out the numerous forms
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Organizing and distributing the personal property
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Matters related to real estate
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Trust accountings and taxes
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Locating all of the assets
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We are here to assist. With our resources and experience, we can guide you to simplify things, or we can handle everything for you, whatever works for you. We are your right hand and your compassionate friend all rolled into one.
What We do for you
Our Trustee Consulting Services are tailored to cater to your unique needs and circumstances. We offer a comprehensive range of assistance, ensuring that every detail is taken care of.
Services
Estate Management
We handle all of
the overwhelming details that come with administering a estate, giving you the freedom to focus on your family, your grief and other commitments.
Integrestate
If the estate you're handling includes real estate, we seamlessly provide a comprehensive solution for all things related to real property, including appraisers, inspectors, property maintenance, staging, estate sales, property sales and so much more.
Asset Identification
We identify assets and help you complete the necessary forms to claim them, making sure that nothing is overlooked.
Financial Management
We assist in closing bank accounts, credit cards, online accounts and ensure that all financial aspects are handled efficiently and confidentially. We also assist in identifying social security and veterans benefits along with unclaimed property.
Resource Connection
We connect you with specialized resources to handle various aspects of the settlement of the trust, ensuring that everything is managed effectively.
We are here for you
We understand the difficulties that come with being a Trustee. That's why we offer consulting services that provide peace of mind. We'll take care of you, ensuring that your role as Trustee is as stress-free as possible. We will be by your side to help you navigate this challenging process with the love and compassion of a long time friend.
Contact
Heirloom Consulting 2023. All rights reserved.
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