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As the saying goes, "...if things can go wrong......they will!" But we are going to be here for your surviving loved ones when they do. We can be reached very easily, through our toll free number, regular number, or even by E-mail. We have received many calls over the past fourteen years, and every time we act as a phone "coach", to tell the surviving relatives and/or successor trustees exactly where the can find the correct information they will need in order to settle the estate of the loved one that has passed away. ( I wonder how many Henry Abts III trust books I have helped him sell all these years) Though we can not answer legal questions requiring legal advisory, we can direct them to the correct educational information that has most of the answers. And, we provide a nice checklist in our estate planning documents that help a lot at the time of need. Estate settlement is the final tier of our commitment to you, even when you are gone. We take great pride in providing an accounting service that you can count on. Many clients who trust us with their estate plan have told us that they have better peace of mind knowing that we are committed to provide the long-term estate planning services they need! Specifically, our firm provides accounting services only in estate administration. This starts with audit and inventory and appraisal co-ordination of all estate assets. Next, it includes filing any legal documents that do not require legal opinions or advice as determined by you (the client). Lastly, it includes co-ordination with all other financial advisors that may include lawyers, etc. so that the estate may be settled in the shortest time possible. What about fees? Be sure to look for the "on-line" discount for service orders that are prepared while in our site, if your estate settlement involves a deceased Arizona resident. Click here to order now! Or, please call, write or e-mail us with any questions you may have in this area. Disclaimer: This information should not be construed as "legal advice". If you desire legal advice, you should consult a lawyer. |
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New Trust Estate Settlement Guide Now Available!
Note: This book is a literary guide only. It is not to be construed as legal advice or opinion. If legal advice is needed, one should consult with a qualified estate planning attorney.
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Financial
Strategies, Inc. is proud to announce the arrival of our new "Trust
Estate" Settlement Guide & Checklist program. Available
by mail or in our office and soon available by direct download on this
site, you will find the guide "EXACTLY" what you need to
settle an Arizona trust estate.