Problem

• More than 15,000 people turn 65 each day

• 67% have no estate planning in place

• Probate can be complicated, time consuming and expensive

• Siblings and family members must deal with lawyers, accountants, and contractors during a time when a family member has passed

Solution

• We manage and pay for probate expenses and ...

• Assess each family's needs regarding real estate, Senior Transition events, and estate planning matters

• We liaison with lawyers, accountants and contractors during this difficult time



• Purchase or market Real Estate Assets