If you are concerned about your own estate not being organized or well documented, together we can create an estate snapshot which is used as a guide for your family in the event of your death or incapacitation.

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If traditional estate planning is in order, I can introduce you to either an estate planning attorney and/or financial planner who can help you prevent estate issues BEFORE they are irreversible. I also look for red flags as part of my service to you as we are discussing your current situation and needs.

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It all starts with a free consultation. We discuss where you are in the process and your current struggles and concerns.

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You may be in the midst of settling probate and need some guidance and help getting organized.

Or you may have a good grip on your responsibilities and would like some help with one particular pain point like doing an estate sale or filing the estate taxes – I’m happy to coordinate these experts for you.

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I help families navigate real estate transitions (divorce, death, & downsizing for care) with ease, confidence, and dignity. You may be faced with deciding to sell or rent a newly inherited home or need to divide assets to pay expenses related to your transition.

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I will walk you through choosing and implementing an appropriate solution that maximizes the benefit to the estate and your family.

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Sometimes a person passes away and leaves their personal files in disarray. Their next of kin now has the lovely task of sifting through everything left to find crucial documents and information needed for settling their loved one's estate.  

This is a task that you can hand over to Holcombe Estate Solutions. I will separate and organize all the records into Essential and Non-Essential files and make note of all the accounts, assets, and any important documents uncovered. Everything is handed back in file boxes with a list of contents.

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