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Estate Settlement
Most people have little experience dealing with what happens after their loved one dies and they get appointed as Personal Representative/Executor to settle the estate. This can be an overwhelming and time consuming task for anyone, especially if an estate wasn’t properly organized and prepared beforehand for wealth transfer. We will acquire, complete, and process the required beneficiary and asset transfer documents on your behalf, in a smooth and time efficient manner. This process may also include working with or referring an accountant or attorney as needed, depending on the complexity of the estate settlement. |
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