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:
Settle Outstanding Bills
Contact Government Agencies
Memorialize Online Profiles
Establish an Estate Tax ID
File a Final Tax Return
Discover Unknown Assets
Process Insurance Claims
Rollover Retirement Plans
What is included in your Personal Path?
You'll receive a complimentary "tool kit" containing all of the following:
Checklist of Estate Closure Items
Professional Resource Directory