Family offices and estate administrators assemble and organize individual assets and liabilities, real property deeds, creditor lists, business interests, crypto-currency, financial records and brokerage accounts. We provide a list of things to look for based upon our constant monitoring of estate administration challenges with and concerning digital assets and electronic records.
We help individuals, clients, their legal team, financial planners and wealth managers gather documents, personal data, electronic records and digital asset information. We locate, store and update information that will be used during estate administration. Currently complex and challenging estate administration situations demand our meticulous data collection and support for second families, international relatives, elder care as well as private and public partnerships.