Next Steps for Families, LLC

   Information  |  Resources  |  Services                          (480) 588-5081

•  When there is no surviving spouse and the remaining family or personal representative would benefit from assistance with estate administration and care and maintenance of the property.
• When there is a surviving widowed spouse (or sister, brother, or other family member who had been living with the decedent) who could benefit from assistance in finalizing the details of the estate after the loss of a loved one. 
• When families wish to have Leslie Mann-Damon, an Arizona Licensed Fiduciary, serve as the Professional Personal Representative of the estate, or serve as guardian or conservator for a surviving family member. 
• When families need a Successor Trustee to administer the trust.
  

What we provide

• Timely and proper inventory, including a pictorial record.
• Immediate security for unoccupied property.
• Coordination of appraisals of personal and real property.
• Management and security for personal and real property.
• A comprehensive document management system.
• Estate administration from start to finish, easing the worry and uncertainty associated with the duties of the personal representative.

We utilize a systematic approach to:

• Help sort through personal possessions -identifying the types of property.
• Assist in all aspects of caring for the property (inventories, transfers, coordination of maintenance and updates).
• Make property transfers to beneficiaries.
• Coordinate donations made in honor of the decedent.
• Assess the current or transitional need for personal care and preferences.
• Assess the environment for safety and convenience.

Benefits to Clients

• A personal advocate for the client -helping them to re-establish titles, account holdings and record status and progress of contacts made.

• Regular communications, consultation and detailed documentation.

• Assistance organizing and tracking incoming and outgoing information.

• Coordination of special donations in honor of the loved one.

• Assistance making gifts and transferring property for beneficiaries.

• A systematic, compassionate approach to processing possessions. 

• Comprehensive personal, environmental and property care assessments to ensure quality care of the unique needs of the individual.

• Qualified and reputable providers to guarantee that services are handled according to our high standards.

• Immediate security for the unoccupied property.

• Organizational tools to track incoming and outgoing information.

• Ongoing communications and documentation of progress. 

• Someone to talk to regarding the next steps of transition and completion of the administration of the estate.

Benefits to Attorneys

• Detailed record of services along with the client documentation system provide the attorney with a valuable resource for that client, as well as a pictorial record and documentation of the property--made available to attorneys through One Note.

• Knowledge and experience with administrative procedures for the estate and care for the property.

• Personal assistance for your clients identifying, notifying and documenting bills, creditors, accounts, property and those to whom notice should be given.

• Service assessments for the client identifying personal, environmental and property services that may be beneficial to the client.  We will also assess and document the current environment for comfort and safety and coordinate any desired services.

• Personal assistance to your client utilizing an established approach to help them with the difficult task of going through the possessions of the one who has passed away.  We also offer to assist the client in making a memorable donation in honor of their loved one.

• Comprehensive identity theft prevention routine to keep the identity of the decedent safe, thus protecting the family and the estate.

• Call for additional information and to discuss services that we can provide to meet the needs of your clients.

 

 

 

 

Information for Attorneys