Estate Settlement Plus
Service Description
Designed for more complex estates, the Estate Settlement Plus Package offers enhanced administrative coordination with personalized asset tracking, ongoing communication with professional advisors, priority follow-up, and assistance managing multiple financial institutions. This package provides a higher level of support for estates requiring additional organization and attention throughout the settlement process.
Cancellation Policy
Important Disclosure: AnchorPoint Estate Services is not a law firm and does not provide legal, tax, accounting, or investment advice. We provide experienced estate settlement support and administrative assistance that complements the work of your attorney, CPA, financial advisor, and other trusted professionals. Our services are designed to help executors and families navigate the administrative aspects of estate settlement and do not replace professional legal or tax advice.
Contact Details
704-589-9418
info@anchorpointestates.com