Deceased Estates

Entering the home of a loved one that has recently passed can be emotionally draining. All the memorabilia in the home brings forth a mix of emotions, you feel nostalgic for the good old times, and the thought of packing up the deceased's personal effects is daunting. Wise Management and Financial Services provides you with your own personal assistant to manage this emotionally difficult task. We work with you to sort, pack and distribute these items.


Services available for the Management of a Deceased Estate:

  • Inventory of the deceased’s personal effects and home content.
  • Sort, pack and supervise distribution of personal effects to beneficiaries, for resale or donation.
  • Schedule and oversee clean up and maintenance of the home.
  • Liaising with the Trustee, the deceased's trusted Advisors and Realtor to facilitate the sale of the home.
  • Liaising with the Succesor Trustee and contractor's when the home requires rehab so that you strive to achieve the best possible remuneration for your inherited asset.


To respect our client and the dignity of the deceased we limit our annual Estate Management Projects. This allows us to provide you a concierge service of management excellence, while being cognizant of your sensitivity during this time of mourning.

Please Contact: This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 858-350-5350