Case Study
Mary G.’s daughters approached us with boxes and boxes of files that their mother could no longer manage. They, too, were overwhelmed. Our team worked tirelessly to sort every paper, from bank statements to stock certificates, insurance policies to estate documents. We consolidated 14 accounts into 2, verified insurance policies, and named beneficiaries according to Mary’s stated wishes. Every detail was put in place, and every dollar accounted for. Mary passed away less than two years later, but her family was positioned for a seamless and easy transition of her estate.
*This is a case study and is not indicative of future performance. Your experience may vary.
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