We offer two estate programs. The first is
the liquidation of an estate, while the second is the ongoing
distribution of funds from an estate with trust accounts.
There is nothing easy about being an Administrator or Trustee for an estate or
individual.
Accounting For Everything removes the tedious burden of paying
authorized expenses in a timely and professional manner and the
preparation of court required documentation.
Estate financial management is a tedious and
thankless job. Everyone has their financial needs and
the estate typically has very specific guidelines that must be followed.
We work with all family or estate members to make sure that every
financial concern is addressed and distributions are done timely and
within the full scope of the estate trustee.
You have a life and the inconvenience of maintaining required financial records
and documentation dramatically reduces your quality of life. We
strive to make sure that the estate trustee and their authorized members are properly
informed and kept abreast of the financial condition of the trust.
Because we do this everyday, we can quickly and accurately process all
financial transactions and have the automated forms that prepare the
necessary documentation for distribution to all authorized parties.
We believe in complete transparency and do nothing without the approval
of the Trustee, Administrator, or Court. We also monitor the attorney and/or
any organization tasked with providing services to make sure
that financial abuse is not occurring and that accurate financial
records are kept and presented on a monthly or quarterly basis to each
authorized member of the Estate.
1. The client is always given the highest priority. We are aware of the
trust and responsibility that is placed on us, and hence make it a point
to keep a working personal relationship with each authorized member of
the Estate. This is done through regular discussions and dissemination
of financial documents.
2. With our extensive knowledge and expertise, we formulate an effect
budget utilizing the Estate assets to meet your future financial needs.
A number of factors come into play including net worth, asset mix, cash
flow and estate issues. We will be able to make a personalized budget
plan that works for each situation. We are not investment
advisers, so our input is solely based on the investment choices you
have made, however, we do monitor the investments to make sure they are
achieving their objectives.
3. We ensure clients are completely comfortable working with us. People
are far more trusting when there is an open and honest discourse and all
of the necessary financial information is provided freely.
4. We go out of our way to always be respectful, polite and well
mannered. After all, Estate discussions are only productive if all
parties are completely comfortable with each other. Regular access to
financial data will help us in making any modifications and changes to
your plan. Of course, we ensure that that the client is informed of all
this much beforehand.
We are always ready to serve you and strive to provide the
most efficient and cost-effective estate maintenance and distribution plan. We make sure that all our work is
done only after detailed discussions with your attorney, life insurance
agent and financial planners. For the most effective estate financial
accounting plans, be sure to give us a call.
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