How to start working through an accounting of assets and expenses for a trust and/or an estate.

Here's a quick rundown on how we locate property so we know what proceeding we need to file!

Here is a realistic look at timeframes and processes for the filing of an estate in the State of New York!

Are you getting that last bill paid? Committing to finishing that final accounting? Having a tough conversation? Estate administration is full of routine tasks and frustrations and the responsibility can often drop to the side if we aren't intentional. If we can reframe each task as a "weekly win", we'll work our way through the process!

This is just a bit about me, why I feel so passionately about what I do, and how I envision this group can help others!