(for Executors, Administrators, and other authorized representatives)*
Reviewing all paper and files to locate and identify assets and assisting with the collection of information needed for the estate tax return and administration of the estate. Organizing the contents of the home for family review purposes or for an estate sale.
Guiding the client through the decisions regarding the disposition of each item in the estate and facilitating this process to most benefit the estate. This may include: an inventory with photographs, acting as liaison with the recipients of the items (families, friends, charities, estate sales professionals, auction houses, etc.) and orchestrating the shipment of items.
Manage physical property with all aspects household management, employees, contractors, and other individuals. Facilitating the shredding of unnecessary documents and papers. “Other duties as assigned” = doing what it takes to get the job done.