Our Services

FAMILY TRANSITION PLAN
FAMILY TRANSITION PLAN

Our Full Service Family Transition Plan includes over one hundred tasks in fifteen categories.  Prices range from $2,900 to $6,900 depending upon complexity, which is determined during the initial interview process.

This Plan includes tasks to take the user through all aspects of an estate settlement or estate plan.  It includes consultation, interview, task identification, task completion, final report, and follow up.

This is an excellent resource for a personal representative/executor of an estate or the surviving spouse.   In addition, it can be used for a senior housing transition and is also an ideal purchase for the family that wants to plan in advance, get organized and avoid crisis situations. 

There are fifteen categories for the Family Transition Plan:

People                        Assets                   Property                Liabilities

Budget                       Government        Employment          Veterans

Lost Property           Home                    Household              Organizations

Medical                      Legal                     Final Planning

We customize the tasks for your needs and complete all these onerous chores for the family, providing a professional and unbiased third party approach and complete peace of mind.  In addition, you will receive a comprehensive account of all organizations contacted and all tasks completed on your behalf.  This report is extremely helpful for reference and for probate reporting requirements.  The report can also alleviate family frustration, confusion and conflict.

For families facing the death of a loved one or a major move, the plan is comprised of a comprehensive set of services designed to take care of the details of an estate settlement.  Our staff provides options and explanations throughout the process and completes any tasks that you authorize.

For families planning ahead of a crisis, we structure the Family Transition Plan for anyone that wants to be prepared.   We research, organize, verify and provide a complete, detailed estate settlement instruction book. 


No Price