Estate Settlement Support Services

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 

An experienced estate account representative will assist the executor in identifying and locating the decedent'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 decedent'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  
• Investments
• Social Security
• Pensions
• Insurances
• Credit Cards
• Loans
• Real Estate
• Utilities
• Vehicles
• Jewelry 
• Art

Each month Executor Services will evaluate the position of the decedent'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 Liability Statement
• Milestone Progress
• Annotated Bank Statement of Estate Account

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, utility companies, vendors 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, Cremation & Burial Arrangements
• Real Estate Agents  
• Real Estate Maintenance, Repairs, Upgrades  
• Estate Auctions  
• Appraisals 
• Real Estate Clean-Outs
• Contractors