SERVICES OFFERED
Provide Timeline and Milestones
ES will continuously monitor the position of your estate while developing and tracking milestones. The estate's progress will be provided to the executor in detailed reports.
- Develop Custom Timeline and Milestones for your Estate
Assist with Discovery, Documentation and Account Closings
An experienced estate account representative will assist the executor in identifying and locating the deceased's assets. Once the assets are identified our expert team will provide the executor with vetted vendors to value physical assets such as real estate, vehicles, jewelry, art, etc.
Executor Services will also help identify the deceased's credit accounts and web presence so that these accounts can be closed. Closing these accounts greatly reduces the risk of possible identity theft.
- Bank Accounts (Checking, Savings, Money Markets, CD, etc.)
- Safety Deposit Boxes
- Credit Cards
- Loans Investments (401K/403B, Stocks, Annuity, IRA, etc)
- Real Estate Assets (Land, Natural Resource/Mineral Rights, Business equity, etc.)
- Vehicles (Cars, Boats, Trailers, RVs, Recreational Sport, etc)
- Jewelry Art
- Email accounts
- Web based accounts
- Social Media
- Online payment accounts (PayPal, Vimeo, etc.)
- Insurance
- Life Insurance
- Car Insurance
- Long Term Care
- Long Term Disability
- Social Security
- Pensions
Provide Standard Monthly and Supplemental Reporting
Each month Executor Services will evaluate the position of the executor's estate. The executor will be provided with a report including a detailed summary of the month's authorizations, transactions, milestones, outstanding actions and more!
- Asset and Debt Statement
- Expense Reports
- Milestone Progress
- Inventories
- Authorization Letters
- Annotated Bank Statement of Estate Account
Assist with Coordinations, Contracting and Management
We understand that named executors may not have the extensive time that is required to research and contact agencies and businesses like the social security administration, credit bureaus, and social media companies. For this reason, ES maintains a repository of vetted vendors to assist in tasks like appraisals, auctions, clean-outs etc.
- Funeral Home
- Cemetery
- Real Estate Agents
- Real Estate Maintenance, Repairs, Upgrades
- Estate Auctions
- Appraisals Liquidations
- Real Estate clean-outs
- Establish a secure Password Repository for Estate Accounts*
Make us part of your estate team!
Did you know that average estate will consume at least 600 hours of an executor's time?
Are you overwhelmed with the idea of being named executor and don't know where to start?