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Services Offered
What ESS Does for Executors
  • Customize our services to match your needs, budget and available time.
  • Secure, Protect and Preserve Estate Assets and Personal Documents.
  • Keep you informed of issues and events that impact the work and your executor responsibilities.
  • Provide written estimates, contracts, invoices and reports of our work.
  • Handle the deceased person’s assets with care ensuring they are distributed and disposed of in accordance with your direction.
  • Treat you with respect.
  • Protect the deceased person’s identity, privacy and property.

Services Offered

ESS will customize our services to meet your needs. We identify, from our Services List, those that best meet your needs as well as personal and financial limitations.

Service Plans Available

  1. Executor Support Level – ESS does the work for you and keeps you informed of work progress and completion and issues managed.
  2. Executor Coach Level – ESS provides an initial consult, monthly 1 hour consults, information on local resources to assist you in managing or doing the work yourself.
  3. Executor Consult Level – ESS provides an initial consult, general information to get you started and monthly 1 hour consultations. You do the work.

SERVICES LIST

Identify estate settlement service required in consultation with you

  • on-site consultation visit
  • telephone consultation.

Identify and Secure personal assets and papers

  • install, change or re-key locks
  • arrange for property checks in accordance with insurance requirements
  • redirect mail and cancel utilities
  • arrange for pet placement
  • identify and inventory valuables
  • arrange for valuation of items as directed
  • pack items for safekeeping
  • arrange for secure storage and transport of items to the storage facility
  • sort, organize and box personal papers for safe-keeping and/or shredding
  • arrange for secure shredding and storage of personal documents
  • accompany beneficiaries, service providers and you, and authorized visitors to properties and/or storage facilities.

Sort, Organize and Box personal items and household goods

  • identify and sort items for distribution or disposition
  • pack items for shipment, delivery, storage and/or pickup.

Negotiate, Coordinate, Monitor and Manage

  • the delivery, pickup, shipment, storage, sale or disposition of personal items and household goods
  • temporary care for and relocation of pets
  • contracts for cleaning, painting, maintenance and minor repairs of estate property
  • contracts for gardening and yard cleaning services
  • contracts for property management services for vacant estate property to be rented
  • contracts for monitoring vacant property
  • contracts with shredding and storage facilities as necessary.

Monitor and report work progress and completion

  • make visits to monitor the work of contracted service providers
  • document work to date
  • prepare and submit monthly reports of work in progress and completed
  • identify and manage emerging issues.