The loss of a partner is one of life’s most personal and uncharted experiences.
There is no “right” pace, and no two journeys look the same. Our job is to meet you where you are. We do this by acting as your advocate and sounding board through the estate settlement process and beyond.
Our Services
Provide referrals to trusted professionals as you begin the estate settlement process
Create a roadmap of estate settlement priorities over a graduated timeline
Assist in researching and obtaining paperwork required by outside institutions (including insurance companies, banks, and other financial institutions)
At your request (and permission), join meetings with your estate attorney to ensure we can best assist in executing next steps
Organize and facilitate information required to file the estate tax return