ESTATE MANAGEMENT

Nearly 3 million American families will struggle with losing a loved one this year and another 5 million will be informed that a death is impending – but most won’t have any idea what to do next. Although inevitable, many families are never completely prepared for this emotional and life changing event when it actually occurs. So when someone you know loses a loved one this year, will you be ready to help? That’s why we offer EstateManagerPRO.
 
 
EstateManagerPRO is a free estate management tool designed to help families deal with this emotional situation confidently, effectively...and with a feeling of control. It’s a unique estate planning and post-death administration resource that offers a secure, step-by-step guide that explains what to expect, what to do – and when. It also shows how to get immediate support from trusted, pre-screened local professionals and service providers.
 
When do you need EstateManagerPRO?
 
Before, during and after a loved one passes away – EstateManagerPRO can help. Before a loved one passes, we can help you plan ahead to avoid costly and potentially devastating financial mistakes. After a loved one passes away – when the going really gets tough – we can help you manage the financial and life issues surrounding the administration of a loved ones estate.
 
EstateManagerPRO will help you manage the estate administration process with a simple and easy to use format. The goal is to help you get everything taken care of, and get your life back to normal again. 
 
What can EstateManagerPRO do for you?
 
EstateManagerPRO can help anyone (spouse, executor, trustee, parent, child or sibling) who finds themselves dealing with the death of a loved one. EstateManagerPRO can:
 
  • Provide you with free access to a comprehensive, private, estate administration process
  • Educate you through every step of the process – exactly what to do and when
  • Inform you by explaining estate administration terminology and legal jargon
  • Help you find trusted, pre-screened, local service providers and professional advisors
  • Provide access to an extensive forms library to help you organize and manage the estate
  • Allow you to assign specific access to a trusted advisor or family member
  • Help you to secure and preserve important documents – and have them available 24/7
 
With EstateManagerPRO, no stone is left unturned. Lists are made and recorded. Timelines are projected and set. Professional advisors needed to administer the complexities of estate administration are identified and pre-screened. Funeral plans are created and organized. Service providers are located and confirmed. And convenient ways to pass information and documents to trusted advisors or family members stand ready. Everything you need is here.
 
We know this may be a very difficult time for you or someone you know. Our goal is to provide information, resources and tools to help make this life changing transition a little easier – and it’s free.
 
Please click on the EstateManagerPRO icon below to register and get started. If you would like to schedule a no-cost fifteen minute telephone consultation with Joel, please call our office at (760) 788-5953. Before, during and after the death of a loved one, we’re here for you.