Personal Critical Document Inventory, appraisals

We provide critical advocacy support services that aids individuals through improved planning, data collection, information organization and support assistance related to estates, trusts, and life decisions.

Through a personalized hands-on approach, we can enhance your decision making, reduce future paperwork and burden on your loved ones, and better ensure that your wishes are clearly identified and understood by your executor/executrix.

Why Consider us? You are worth more than you think!

A majority of individuals underestimate the overall value of their estate and assets
A majority of individuals overlook pensions and related benefits
Executor/Executrix roles are often assumed and therefore individuals are not adequately prepared to complete the necessary responsibilities
Without organized files and information, the overall process can be overwhelming
Eliminates confusion over final requests and desires
Improved access to key information and documentation will reduce time to finalize estate paperwork and estate related costs
Reduces burden on loved ones

Our Basic Record Assistance Service includes:

• Information Worksheet – A comprehensive worksheet identifies 300 critical areas of information that will help ensure that you have a comprehensive storage and retrieval system. Our worksheet identifies a wide range of areas such as vital records (birth, marriage and death certificates), assets and investments, insurances, medical, employment information and related benefits, union affiliations, mortgage deeds, military service, current bills and financial obligations, pensions, and religious information.

• Consolidated Documentation – NEIAS provides you with the necessary data collection forms as well as a personalized bound document holder for keeping all your information.

• Data Collection Assistance – Provides 2 hours of hands-on consulting assistance to assess your current state of information preparedness, identify and retrieve critical personal information, and/or discuss actions necessary to complete the overall process.

Additional Services:

Digital storage & Annual update service.

Scanning & burning to CDRW ROM (allows you to add/delete/change) all your critical documents.
Review and make changes to your inventory.

Fees may change without notice, however, we make every effort to inform you when discussing fees.