top of page

SERVICES

Personal Consultation

Each and every client receives an initial assessment of their case and a thorough review of their claim. This is a complementary part of the service and a great time to ask questions before moving forward.

Estate Management

Services to help heirs recover unclaimed assets and manage estates, both large and small. This includes unclaimed property recovery, locating lost heirs and all court document filing requirements.

Skip Tracing

Comprehensive research to locate heirs, notify eligible beneficiaries, verify claims, and uncover lost or hidden assets.

Real Estate & Asset Liquidation

A comprehensive service aimed at helping estate executors, attorneys, heirs and beneficiaries manage the sale or distribution of tangible and intangible assets. 

Legal Documentation

Government agencies and court judicial systems each have special filing requirements which are both costly and complicated, but you're worth it. Partnering with attorneys, notaries, and process servers nationwide, everything is taken care of. Notarizations, petitions and court-related tasks are handled efficiently, no matter which state you live in.

Creditor Claims

Helping executors of estates, attorneys, and creditors who need assistance settling claims during probate. Ensures the estate complies with all legal requirements while protecting its assets. Services includes organizing and verifying claims, negotiating settlements and preparing all necessary documentation. This service simplifies a complex, time-sensitive process while acting as a trusted guide to navigate probate-related debt management.

Guardianships & Conservatorships

This consultation service supports families, individuals, and professionals through the process of filing petitions for guardianships and conservatorships. Whether managing the care of a minor or assisting an individual unable to manage their own affairs, this guidance can simplify the steps involved. These cases often include asset management, which may eventually lead to probate. The service provides clarity, guidance with documentation, professional referrals to attorneys and social workers, and strategic support to ensure you are well prepared and informed throughout the process. Note: This service is strictly administrative and procedural. It does not constitute legal advice, representation, or an appearance in court. 

Trust Administration Services

Managing a trust after the death of a loved one or when it becomes active can be complex and overwhelming. This service provides administrative and procedural support to help trustees distribute trust assets to beneficiaries, manage trust accountings and handle essential documentation. It is a crucial resource for ensuring the trust's assets are administered according to the grantor's wishes, in compliance with the law, and that beneficiaries receive their entitled share in a timely manner. Note: This service is strictly administrative and procedural. It does not constitute legal advice, representation, or an appearance in court. 

Contested Cases

In contested cases involving disputes over a will or inheritance rights, this professional non-legal service assists probate attorneys, estates and trustees by providing comprehensive documentation preparation, procedural guidance, and administrative support. This includes managing communication between parties, tracking deadlines, and insuring all paperwork is well-organized and reviewed for accuracy. Note: This service is strictly administrative and procedural. It does not constitute legal advice, representation, or an appearance in court. 

Tax Deed Surplus

Surplus funds typically occur when a property sells for more than the taxes owed on it. This service assists original owners, their heirs, and/or businesses recover lost assets due to delinquent property taxes.

Probate Services

Full support for families, businesses or individuals in need of assistance managing probate cases for estates, both large and small. This includes gathering and filing all required documentation, inventory, appraisal of assets, filing motions, and final accountings for the court. Ideal for executors or administrators overwhelmed with managing probate or handling complex cases.

Legal & Forensic Genealogy

Uncover the connections that matter most. Whether tracing family history, verifying lineage, or resolving estate matters, this professional service provides thorough research and detailed family trees with clear documentation. Using trusted methods and exhaustive resources, accuracy and reliability are ensured. From identifying missing heirs to preparing well-organized reports for legal or personal use, it is tailored to support attorneys, estate administrators, and individuals alike.

bottom of page