WHITESTONE ESTATE SOLUTIONS LTD. OFFERS THE FOLLOWING:
Estate Management – $3000
Settling an estate and dealing with the probate process is a formidable task, but our network of knowledgeable professionals is here to help. Our Estate Management Package will provide you with a dedicated Whitestone Estate Management Consultant and we will resolve virtually all accounts of the decedent to ensure an efficient settlement and probate process.
We will provide documented or certified contact to the following:
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- State and Federal Agencies
- US Postal Service
- DMV
- All 3 Credit Bureaus
- Utility Companies: (gas, water, electricity, phone, cable, cellular, trash, et al)
- Pension Services: Stop monthly checks and obtain claim forms if applicable
- Subscription and Membership Based Services
- Veterans Affairs & Red Cross
- Life Insurance Carriers: Send claim forms
- Employers and Former Employers: Request financial benefits search and payment to beneficiary (i.e. death benefits and employee stock)
- Financial Forensics: National data base search for life insurance policies, bank accounts, and unclaimed property
- We also include Identity Theft Protection from LifeLock with up to $3 million in ID theft coverage
- 5 hours of personal concierge services
Loose ends can be extremely costly after years of neglect. Being unaware is a liability, not a defense.
Hundreds of millions of dollars of Life Insurance Benefits go unclaimed every year, simply because people do not know they exist.
Property Resolution
Whitestone will coordinate and mange the many aspects of properties going through probate:
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- Securing a property
- Walkthrough Video Inventory
- Probate Real Estate and Property Management
- Estate Sales, Donations and Refuse Removal
- Downsizing
- Moving & Storage Coordination
- Personal Property Appraisals
- Real Estate Appraisals
- Locksmithing
- Property Upkeep, Cleaning, & Supervision of vendors & contractors
- Auto Sales (RV, Boat, ATV etc.)
- Concierge Services
- Pet Rehoming
CALL TO SCHEDULE A FREE, CONFIDENTIAL 30 MINUTE CONSULTATION WITH A WHITESTONE REPRESENTATIVE 720-583-3536
OR CONTACT US ONLINE
Estate Resolution
A comprehensive service to help you settle your estate.
Financial Forensics
Professional assistance in ensuring all accounts, assets, and properties is accounted for.
Financial Planning
Personalized recommendations and strategies for confidently navigating financial matters.
Property Sales & Management
Specializing in Probate Sale Transactions and management to alleviate real estate burdens.
Legal Services
Specializing in Wills, Trusts, and Estate Planning to ensure precise documentation and execution of your loved one’s wishes.
Self-Care Resources
Access to counseling, therapy, and support groups to foster emotional and mental well-being during this challenging period.
Estate Sales & Auctions
Professionally managed liquidation of assets to optimize returns for beneficiaries.
Valuation Services
Expert assessments and documentation of valuable assets for equitable distribution or sale.
Moving & Storage Assistance
Reliable solutions tailored to your needs for seamless relocation.
Tax Consultation
Expert guidance through potential tax implications, with experienced partners including Tax Attorneys, CPAs, and Tax Preparers proficient in all 50 states.
Insurance Guidance
Advising on asset protection and risk mitigation for property and belongings during probate.
Cleaning Services
Thorough and compassionate estate cleaning for property restoration or preparation for sale.
Pet Rehoming
Assistance in finding caring homes for pets left behind.
Locksmiths & Security
Providing security solutions for property safeguarding.
Utility Transfer or Disconnection
Managing utility changes for streamlined estate management.
Free Resources
Access to valuable information on avoiding pitfalls and protecting against scams, provided at no cost.
DISCLAIMER: Whitestone Estate Solutions LTD collaborates with a range of legal and financial professionals but is not a law firm, financial advisory service, or CPA firm. The information provided by Whitestone is intended solely for general informational purposes and should not be construed as legal or financial advice. Whitestone Estate Solutions LTD does not receive compensation from any legal, insurance, or financial institutions. For more information, please review our Terms & Conditions.