|
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.
|