making a difficult time easier

Providing relief and much needed services for executors and personal representatives during estate and probate settlement processes.   

We are not attorneys or financial advisors. We do not give legal or financial advice. Together, we work alongside each other to help clients navigate and move through the estate settlement and probate processes in the most efficient & effective way possible. 

ESTATE PLANNING & FINANCIAL ADVISORY PROFESSIONALS

REAL ESTATE TRANSITIONS

Unoccupied properties are targets for intruders, squatters and vandals. Unoccupied homes can easily sustain damage from delayed maintenance, undetected pests, storms or simple lack of everyday use. 

Many clients are unable to maintain a property until it can be sold, most often because beneficiaries are not local, or family members are unavailable to assist. Our expertise provides a valuable service to your clients and differentiates your firm.  We make it easy on families experiencing a difficult time who may not have the bandwidth to care for proactive maintenance and other tasks like lock changes, equipment removal, cleaning and more. We can leverage our network of estate services providers like estate sales, cleanout, donation services and more. 

AFTER LOSS ADMINISTRATIVE & LOGISTICAL SUPPORT

Families are grieving, overwhelmed and often don't have the time or know how to do the multitude of tasks required of them in the estate settlement process. As after loss professionals, we work with clients to create an organized task list and project plan to help work through the necessary paperwork and steps to close out an individual's life. 

DANE COUNTY'S ONLY CERTIFIED & ACCREDITED WATCH PROFESSIONAL

PROUD MEMBER OF PROFESSIONALS OF AFTER LOSS SERVICES

BONDED     l      INSURED     l     ACCREDITED     l     CERTIFIED