Step 2

02. Guidance

What is your Personal Path?

Your "Personal Path" is a fully customized and personalized step-by-step guide designed to help you through the entire estate closure process.   You’ll learn what steps you’ll need to take to:

Cancel Subscriptions

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Settle Outstanding Bills 

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Contact Government Agencies

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Memorialize Online Profiles

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Obtain Documentation 

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Close Accounts

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Retitle Assets

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Transfer Titles

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Establish an Estate Tax ID

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File a Final Tax Return

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Discover Unknown Assets

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Process Insurance Claims

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Rollover Retirement Plans

What is included in your Personal Path?

You'll receive a complimentary "tool kit" containing all of the following:

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Checklist of Estate Closure Items

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Step-by-Step Guide

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Personalized Tips

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Documentation Overview

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Professional Resource Directory

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And more...