Illustrative scenario · Family

A box of a parent's paperwork and an attorney waiting

After a parent's passing, a family has boxes of papers and an attorney asking for specific records to move the estate forward.

How it unfolds

Week 1
Sort
Every document sorted, labeled and logged in an index.
Week 2
Request
Missing records requested with the family's authorization.
Week 3
Organize
Records assembled in a binder and digital folder, in the order the attorney asked.
Delivery
Hand off
An organized package delivered to the family and their attorney.

Composite example for illustration; not a specific client. Timelines vary with each engagement.

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Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.