Just when you think things are covered…something is usually just hanging out there. Perhaps more obvious to others but hard for us to see. For example, most of us think we have conveyed our ideas/wishes to loved ones about what to do in the event of emergency or death. Yet, most of us are blindsided with surprises after our loved one dies or is in the hospital. Where is the will? How about the POA? Who is to take care of the cat? Is the house in a reverse mortgage? Did Mom have an attorney?
Trustee Help observes the consequences of non-specific communication all too often. We frequently assist in locating important details by sorting through papers in cabinets, drawers and boxes looking for clues about the person’s life so that the trustee can perform vital duties. Banking, insurance, death certificates, credit cards, and house documents are just some of the information needed to finalize an estate.
Our teams will help families go through the personal and household belongings to ensure that information is found and that the tangible things go to the right place. Our services cover a wide variety of needs for our clients. No matter where you are, we can help.