Asset Inventory

We will do  comprehensive review of physical and digital property with recommendations on how to protect them from theft and fraud.

Digital Access

We can help you gain access to accounts, computers and technology owned by the decedent.

Vendor Checkup

Before you do business with any new service providers, we can make sure they are reputable and will make your interests the priority.

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Vital Things to Do After a Death

Every process has to start somewhere, and we have created a first steps checklist to get you thinking about matters that can often be overlooked.  Our goal is to help anyone who must handle the affairs for a lost loved one avoid incurring further losses of property to those who target people exactly like you by trolling obituaries, crime reports and real estate listings.

Here are ways we can help

We have the expertise and experience needed to identify the vulnerabilities and recommend appropriate risk mitigation strategies. It might take you weeks to locate all of the decedent’s assets and access their accounts - we do this every day and can expedite the process.  There may also be surprises - financial liabilities, unknown bank accounts, or unclaimed property -  that we can investigate for you.

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Next Steps...

Start with our first steps checklist and contact us when you are ready for more guidance. Contact us via this quick and easy form.

 

DCJS 11-1013 Veteran Owned & Operated

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