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The
Catalyst Group can help.
As authorized by the family’s representatives, we will take primary
responsibility for winding up your loved one’s affairs, which will
typically include most or all of the following:
- Arrange for support of a surviving spouse or partner
(temporary companion, meal service, support group, etc.)
- Arrange for the care of pets
- Secure premises
- Guard against identity theft
- Help with funeral or memorial arrangements
Organization
- Collect and organize all existing financial and personal
records
- Identify, verify and document all financial and other assets
- Identify, verify and document all liabilities
- Research lost or abandoned property
- Inventory and document all valuable personal property and
arrange for professional appraisal if needed
- Systematize all paperwork to insure orderly transition of the
estate
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Administration
- Notify all stakeholders of status of the estate
- Insure that all legitimate bills are paid and all moneys due
are received
- Provide required documentation to insurance companies and
others
- Collect and organize all financial documentation and complete
the final tax return, (or forward to accountant, if appropriate)
Management
- Prepare supporting documentation for probate filing
- Prepare premises for sale
or re-rental
- Solicit and review proposals from Real Estate agents for sale
of property
- Arrange for sale, donation, storage or distribution of
personal effects
- Manage day-to-day details as they arise
- In concert with family representative, distribute remaining
assets of estate as appropriate
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