Emily’s father, John, who lived in Florida, passed away last year when he was 82. Emily lives with her family in New York. John had a will which stated that his assets go to his two children equally. Emily and her brother, however, did not know what assets their father had. They did know that he was a successful executive with multiple real estate investments, bank accounts and brokerage accounts. Emily asked his accountant and his lawyer whether they had a list of John's assets. Neither of them did. John’s lawyer said that Emily should go to her father’s house in Florida and search the closets and drawers for documents and check the mail. Months passed before Emily was able to piece together all the assets after searching John’s house and receiving John’s mail. Emily also wanted to know what to do with certain assets, like real estate. She wished she could have asked her father when he was alive about whether to keep his investments, sell them or how to work with John’s business partners. Instead, she had to figure out her own path, and consult extensively with John’s lawyer and accountant. It would have saved her a lot of time and several thousands of dollars in fees if John had given her some guidance before he passed.

How we help

We help you to help your loved ones avoid frustration and stress. You can create a list of assets that your loved ones will be able to access even after you pass. You can also write notes with your guidelines regarding each asset. Your beneficiaries will thank you.  You can sleep with peace of mind knowing that your assets are not among the tens of billions of dollars that still lie unclaimed with U.S. government agencies.

Click here to read a related article in the New York Times. 

Victor, 77, who lives outside of Washington, D.C., has been preparing to transfer his legacy to his two sons since the last two decades. Over years, and after dozens of hours of meticulous planning, he has pieced together advice from lots of people – his friends, his employer, his financial advisor and his attorney – about the information his wife and two sons will need after he passes. He has kept it in a fire-proof safe and told his sons where it is. He feels satisfied that if anything were to happen to him, his sons will know what to do. Because Victor has provided them guidance, they will be able to help their mother. This includes gathering all of Victor’s assets, valuing them, paying off all his liabilities, and filing his last tax returns.

How we help

We walk you through all the information and documents your loved ones will need when they go through the complex task of administering your estate.  We help you organize it in a simple way.  Your loved ones will thank you. And you can sleep with peace of mind knowing that they you have saved them from the logistical nightmare of months-long searching for documents.