A Better Way to Close an Estate.
Friday, October 21, 2011
Wednesday, October 19, 2011
Estate Closure vs. Estate Settlement
There has been some confusion about the type of service we provide. So, here is some clarification about the different between Estate Closure and Estate Settlement.
CLOSURE
- Making sure there are no important papers taped underneath furniture that the attorney needs
- Finding out if there is additional life insurance available that no one knew to ask about
- Going through the boxes and knowing what papers are important to keep
- Taking everything else in dads’ wallet and canceling memberships, express cards, asking for refunds, asking about benefits and reward points, canceling auto refill prescriptions, and so on
- Searching for lost accounts, removing an internet footprint beyond e-mail and Facebook and knowing how to protect the ID from being stolen
SETTLEMENT
- Deciding who gets the end tables
- Distributing assets to the beneficiaries
- Deciding who gets to go through the 20 boxes of paper stored in the closet
- Cleaning out dads wallet and throwing away everything but money, drivers license and credit cards
- Leaving town because you got what you wanted and you don’t have to worry about anything else
There are many other items encompassing estate closure that are important. But, we feel the most important thing is the quality-of-life that you have while the estate is being closed.
Tisha Diffie
After the Fact – Final Affairs, LLC
www.afterthefact-finalaffairs.com
(602) 369-3646
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