Estate Planners

Attention Attorneys, Estate Planners, and Financial Advisors!

Do your clients have a plan for their move? Do you need help working with family members? Do you want a move management partner who understands the timing of handling personal effects, survivorship, the importance of receipts, and helps organize the process to minimize disputes? Do you need help with the logistics of the estate and coordinating the resources for estate distribution?

For Your Executors or Trustee Clients

Dividing up estate assets after a parent or family member passes can be difficult. In addition to grieving, there may be conflict about sentimental items.

We have a web-based solution that eases the emotions and stress of this challenging process. Our solution enables the family to list, categorize, and value all the contents of an estate, and photograph all of the items. Then, we give access to those involved to determine what can be sold, donated, stored, moved, or shipped. Our goal is to make this challenging process smoother on the executor, trustee, and the entire family by making the division of property fair and equitable.

Call us at (919)636-7800 to schedule a presentation on how we can work with your team.