Personal Representatives and their Families

Serving as a personal representative for a loved one’s estate can be a daunting and emotional task. The myriad of details that have to be taken care of, often at a time of crisis, can be overwhelming. Our goal is to reduce the time and emotional impact of serving as a personal representative.

Retired Couples and Individuals

Many people have taken great steps in their estate and final planning. However, there is an area that is often overlooked. This involves the organization of one's affairs and the level of difficulty a family member or spouse may have in tracking down detailed information about one’s personal business affairs in a timely manner. We help individuals and couples organize their affairs to reduce this added level of burden.

Surviving Spouses

The loss of a spouse is a very painful time. In addition to dealing with the emotions surrounding a loss, a surviving spouse is often faced with additional concerns and tasks. At this time, the spouse may also have taken on the job of settling the affairs of their lost loved one. In addition, the surviving spouse may be concerned about taking care of new responsibilities that their spouse had previously handled. Where possible, we strive to address these concerns in advance. Other times, we are brought in to assist a spouse at a time of need.

People in Transition to Senior Housing

Sometimes a transition to senior housing is planned well in advance. Other times, a change in circumstances creates the need for a transition with little to no warning. We are here to help families through this difficult time.