In times of Grief...

Ever worried about what to do when a loved one passes?

Are you the Surviving Spouse, Executor or Successor Trustee?

Are you feeling lost and unsure what to do?

HERE'S HOW WE CAN HELP!

When a loved one passes there are many things that must be done. This period of transition may be overwhelming and cumbersome. We are here to provide experienced assistance and guidance through times of grief and loss. Our goal is to provide a clear path to the available options, walk each survivor through the process and assist them in achieving future financial management of their personal accounting.

Our Services

Estate Transition Services

Estate transition coordinator will work with clients, attorneys and advisors to determine the needs of each case.
Research possible options for distributions and gather the appropriate claim paperwork.
Meet with clients and professionals to determine the best course of action.
Prepare claim paperwork.
Meet with client’s to review and complete claim forms.
Submit and track claims until the account transitions are completed.
Provide detailed transition report.

Accounting Services

Work with survivor’s to determine their needs.
Establish monthly budget and all expenses to be paid.
Set up a tracking system, i.e. Quicken.
Train survivor’s how to enter transactions, track and reconcile accounts.
Provide ongoing services as needed.
Certified QuickBooks ProAdvisor to handle any business needs you may have.

*Notary Public Services provided as needed.

Adding Value

Surviving the loss of a loved one is one of life’s most difficult challenges. We are here to help you navigate the transition process with our experience, compassion and knowledge. With over 20 years of experience working with families in Orange County, we know the key steps required to successfully transition your assets. We work with your Attorney, Advisor, CPA, Insurance Specialist... to ensure your questions are answered and there is a clear path forward.

Pivotal Moments, LLC