An ideal purchase for the family that wants to plan in advance, get organized and avoid crisis situations.
In addition to performing all of the services in terms of researching, organizing and verifying, this product also provides a complete, detailed instruction book should something happen. It is also maintainable on an annual basis. The Family Transition Plan is geared toward a family, senior citizen, caregiver or family member; anyone that wants to be prepared.
FAMILY TRANSITION PLAN - At Need:
This product is geared toward the personal representative or executor of the estate or the surviving spouse. It can also be used for a senior housing transition.We perform over one hundred tasks for the family, providing a professional third party approach and complete peace of mind.
Intended to help families upon the death of a parent or spouse. It is a comprehensive set of services designed to take care of the details for a personal representative or executor.
SPECIALIZED SERVICES: Only the services needed for a quoted or hourly fee.
Lost Property Search, Household and Personal accounts, Memberships and Medical Bills.
Credit Fraud and Identity Theft Protection.
Assets, Property, Liability, Government, Employment, Veterans, Legal and Final Planning.
Research, organize and verify all income, expenses, assets, insurance benefits and other benefits.
All Products include a report of the tasks performed, the results and the next steps that the client might need to take in the following categories:
Key Contacts
Assets
Property
Liabilities
Budget
Government
Employment
Veterans
Lost Property
Home
Household
Organizations
Medical
Legal
Final Planning
Cost for a complete Family Transition Plan begins at $2,600. Specialized services cost is dependent upon the services provided.
Call us today for a free consultation and peace of mind!
