Infinity Estate Solutions Infinity Estate Solutions, Inc. :: Our Services
  Our Services Estate Settlement and Administrative Assistance
 

Estate Settlement
Downsizing

Infinity Estate Solutions offers supportive services during some of life’s most crucial and emotional moments.  Whether you need assistance settling an estate or are simply trying to downsize your lifestyle to meet changing needs, an Infinity Advisor can provide professional advice and extra hands to perform the work.

Work generally begins with an initial consultation, allowing us to provide you with the most specific and relevant advice based on your needs.

Together with you, we will create a plan of action, outlining specific timeframes that must be met, goals to be achieved and people with whom we must stay in continuous contact.

Once our work begins, we believe in providing timely communication to all stakeholders, including Attorneys, CPA’s, Financial Planners, etc., so that you can be rest assured that all the details are being carried out with the utmost care. 

Available Services

Estate Settlement

 
Assist in locating important legal and financial documents.
 Create a system to maintain records for probate or estate tax purposes.
 Identify and organize all the contents of the home.
 Establish valuation of antiques, collectibles, jewelry etc. by an appraiser.
 Coordinate estate sales and/or auctioneer services. 
 Valuation and facilitation of donated items to non-profit organizations.
 Arrange for property maintenance & repairs.
 Provide options for storage needs.
 Set up trash removal. 
 Professional house cleaning.
 Work along with realtors to prepare the house for sale.
 Facilitate the final disbursement of remaining property to the beneficiaries.
 Other services as assigned. 

*These services are typically paid from the estate assets; therefore, no 
out-of-pocket expenses come from the executor.  Additionally, services may be tax deductible as an estate administration expense on the estate tax return (please contact your legal professional for advice).

Downsizing

 Assist in developing a move plan.
 Organize belongings deciding what to keep, discard, donate or sell.
 Arrange for storage needs
 Coordinate donations of items to charities.
 Professional house cleaning.
 Hire and oversee moving service.
 Setup of new residence.

Pam Dunaj and her team have this natural ability to bring expertise and calm exactly where it's needed. --Gene Sumrall, Certified Public Accountant   

 

 
Specialists in change and transition. It is not always the death of a loved one that brings estate changes. Whether unforeseen or planned, if the time has come for you, your parents or another famly member to consider downsizing you living quarters, and Infinity Advisor can ease the transition.
Infinity Estate Solutions, Inc. :: 820 S. MacArthur Blvd., Suite 105-130 :: Coppell, TX 75019 :: 972-955-8815Infinity Estate Solutions, Inc. :: 820 S. MacArthur Blvd., Suite 105-130 :: Coppell, TX 75019 :: 972-955-8815