Heritage Assist©
Preserve and Protect your assets for your next generation.
We give Executors, Attorneys and Geriatric Care
Managers help for Estate Planning & Settlement matters.
What we offer.
Home Inventory
·
In case of disaster.
Insurance & Estate valuation. Distribution in a settlement.
Professional Appraisals (General Personal Property)
·
Insurance. Asset
allocation. Estate valuation.
Estate Planning Preparation Assistance
·
Records management.
Obtaining critical documentation
Estate Settlement Assistance
·
Records management.
Management of 3rd party professionals & contractors
Concierge Services
·
Help with everyday
challenges. Coordinate Estate Settlement chores
Personal Critical Document Inventory
·
A concise, detailed
inventory. In case of disaster. Estate Settlement information
Identity Theft Prevention & Protection
·
LifeLock. Prevent
ID theft before it happens
Background Checks
·
Criminal
checks. SSN verification. Sex offenders
.
There are too many details that need attention in times of grief and mourning.
We can help minimize
these burdens - so you don’t have to. Our expertise with all aspects of Estate Planning & Settlement matters
helps Executors, Attorneys and loved ones. Placing your trust in us ensures your Heritage.
