Deceased Estates | San Diego Estate Management Wise Management Financial Services of San Diego

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Deceased Estates

Deceased Estates

Entering the home of a loved one that has recently passed can be emotionally challenging. All their personal items collected over their lifetime brings forth a mix of emotions, we feel sad, yet nostalgic for the good old times. The thought of packing up their personal items into boxes is a daunting and depressing task. Wise Management and Financial Services is here to work with you, we are your personal assistant, you provide direction, while we provide the hands on assistance to manage this emotionally difficult task.

Services available for the Management of a Deceased Estate:

Inventory of assets.
Liaise with beneficiaries regarding distribution of assets.
Liaison with pertinent trusted family adviser and accounting required for proceeds from sale of assets.
Liaising between Trustee, trusted Advisors and Realtor to facilitate the sale of the home.
Liaising with the Succesor Trustee and home remodelling contractor's to aim for the best possible remuneration from the inherited asset.

To respect our client and the dignity of the deceased we strive to provide you with a concierge service of management excellence during a time of mourning.

Questions? - Please call us!

"Past Affiliate Member of PFAC" (The Professional Fiduciary Association of California)

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