Tomorrow May Be Too Late
Some things you can safely postpone … organising family data and documents isn’t one of them.
Some things you can safely postpone … organising family data and documents isn’t one of them.
If you have ever been involved in handling an estate, either as a beneficiary or an executor (or both), you will be familiar with the question: Where on earth do I start?
Most people do one of three things:
However, without the right information and supporting documents easily available, the clock starts ticking … and costs can balloon out of control.
Our job is to help you prepare for ‘the unexpected’ and to have everything instantly available no matter when you need them, no matter where you are.
Terms like Grant of Probate, Responsibilities of a Trustee, Letters of Administration and Authorised Executors are foreign to most who encounter them for the first time.
And few, if any, realise that between the passing of a loved one and the distribution and settling of an estate, there are frequently more than 50 (yes, fifty) separate steps.
Clearly some guidance is needed, and that’s where our mentoring service comes in. As your estate mentors, it’s our job to use modern tools to help you through the essential steps even before seeking probate.
Our approach saves you significant time, effort and money.
© JC Estate Mentors 2020 | All rights reserved | Site by Ripple Marketing