Next Steps for Families, LLC -Administrative Personal Services

We offer personal administrative services to help surviving family members with the final details, changes and transitions taking place since the loss. Personal administrative services are private services not overseen by the court.

Administrative

We provide personal administrative services to help with document care and organization, identification and inventory of assets, publication and creditor notices, communications with beneficiaries and heirs, property appraisals, and other matters relating to the care of the final details. We also organize and manage incoming and outgoing information, as well as track information and communications with other agencies.

Personal Financial

We assist with bill paying and organization of financial documents and accounts. By service agreement, we may serve as trustee, successor trustee, representative payee for Social Security income or as an agent under powers of attorney.

Notary Public Services

Numerous documents will require that the signature of the spouse or personal representative be notarized by a Notary Public. We provide on-site Notary Public services for our clients at the location that is most convenient to you.

Identity Theft Prevention

We utilize an identity theft prevention routine for safeguarding documents, Social Security numbers, eliminating "junk mail" and informing key agencies to help keep the identity of the decedent safe. For more information about fraudulent schemes involving decedent information, please see the related articles involving fraud on the Information page.

Service Coordination

Unoccupied property is vulnerable to theft and other destruction. We take action to safeguard the property and possessions. If the home will now be unoccupied, we will assist you in determining the type of security to best serve the needs of the vulnerable property. We make frequent checks of the property and pictorially record the condition of the inner and outer property for your protection.

We will work with the surviving spouse, family or personal representative to sort through and process the personal possessions of the loved one. We utilize a systematic approach to sorting, organizing and taking inventory of the property. We will coordinate special appraisals of precious property when necessary and help to finalize all arrangements for sales and donations.

While grieving the loss of a loved one, dealing with possessions may seem overwhelming - we are here to help. Though it does not need to be done immediately, it will need to be completed soon for an accounting to the court, creditors and beneficiaries. We can help you with this process, providing as much assistance as you desire. We also like to help you determine if there is an item(s) that you would like to donate in honor of your loved one, and assist in coordination of that donation.

We coordinate necessary third-party services and consultants. We will provide "bids" for services for your approval and be with you during initial visits and consultations when necessary.

Property Care

Personal Administrative Services

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