Guidance For Those
Settling An Estate
Someone has died and I'm responsible for managing their affairs.
Eric McGrath, Financial & Tax Planning Consultant
E.M. Transition Consulting
Who Is Eric?
A retired Financial & Tax Planning Consultant, I have more than four decades experience in the financial sector. This included 15 years working with a trust company - specialists in estate adminstration.
My goal is to make your role as Executor/Estate Representative a little less overwhelming. I have the time, knowledge and experience to help you along the way, regardless of the size of the estate you have been entrusted with.
As an independent professional consultant, the advice I offer will always be in the estate's best interest. I represent no individual or entity in this process. I simply advise on the appropriate and accurate management of the process itself.
How We Work
These consultations usually take less than an hour. This can take place either over the phone or in person. During the initial meeting, the goal is to learn the dynamics of the family, review the Will and determine if there are any complexities that may create issues. In many instances the client's questions can easily be answered in this discussion, in which case there is no charge and no further need - or obligation - for ongoing assistance.
MORE COMPLEX NEEDS
In cases where the estate proves to be more complex, or unforseen circumstances arise, an extended engagement of services can be arranged.
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