Beneficiary and Heir Management and Distribution Services
Our Life-Legacy Consultants can assist your Beneficiary’s, Executors, and Trustees in the administration, settlement, and disposition of an estate. We work as consultants to you and your attorneys to get the needed tasks done as a fraction of the cost or frustration to you. There is so much to get done and it is so difficult to manage during a time of grief or while also handling your own personal, professional, or family matters.
One of the most painful processes is the cleaning out of the family home. We help with identifying the personal property, verifying its financial or sentimental value, and getting it to the interested beneficiary or heir. We help negotiate the disputes between the beneficiaries and heirs to avoid the Trustee or Executor to take actions that later are regretted. Too many families fight over stuff or discard personal property that ultimately had value (financial or sentimental). Too many Executors or Trustees discard items before the extended family had the opportunity to claim because they have no financial value and are tying up the settlement of the estate. Do not throw away a potentially valuable piece of art or a family heirloom because no one knew or communicated its true value or family history. Avoid the error of incorrectly including an adult child’s personal collection in the estate property auction or property distribution, just because they were not around to help clean out the house. Our team takes pictures and records all personal property and offers family members and friends the opportunity to claim the property before the estate is finalized and closed. We give the opportunity for family members to value the items and request them before they are disposed.