How Generations Legal Services Eases the Burden of Settling Estates

As part of our long-standing commitment to helping families establish proper estate plans, Generations Legal Services has developed a valuable project management service to assist in settling estates after a loved one's passing. We often encounter adult children named as executors or successor trustees who find themselves overwhelmed by a time-consuming, expensive, and disruptive process during an emotionally challenging time.
Legal, financial, and tax issues arise frequently, and the paperwork required for insurance claims, annuities, Roth IRAs, IRAs, and 401(k)s can be daunting. Potential probate issues and the complexity of real estate matters add to the burden. With siblings needing regular communication, the designated executor or trustee can greatly benefit from our experienced GLS project management team, which quickly builds a plan and ensures everything is processed in the correct order.

When client families allow GLS to handle these tedious and confusing tasks, family members appreciate the regular updates provided throughout the process. During a period when mourning a loved one's passing should be the focus, GLS ensures that the distribution to heirs happens as quickly as possible while carefully managing critical tax and legal matters. This invaluable service is both attractive and affordable to heirs, who often face strife and unnecessary delays when attempting to navigate these complexities on their own. Please contact us today for a sample project plan and discuss how your family can benefit from this essential offering.

Interested in Our Estate Settlement 101 Class?

Fill out the form below to learn more.