Asset Discovery & Organization

Service Description

A well-organized estate begins with identifying and documenting financial assets. We assist fiduciaries by creating a comprehensive inventory of known assets and liabilities while organizing supporting financial information into one centralized system. Our services include preparing account summaries, identifying potential missing accounts from financial records, organizing beneficiary information, obtaining date-of-death account statements and valuations, and preparing financial balance summaries to support the estate administration process. This service provides attorneys, CPAs, and fiduciaries with a clear financial snapshot that helps simplify estate administration from the very beginning.