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Estate Settlement

There is no better gift to leave your family than a well-planned estate settlement – leaving behind no unanswered or ambiguous questions of what you may or may not have wanted.  Ela Financial helps prepare our clients, assisting with all the proper documentation and providing resources to establish an organized plan.  We can then offer the following assistance to the family when their loved one passes on:

  • Support and guidance for executors and beneficiaries
  • First Response to questions and paperwork
  • Executive Assistance
  • Asset Inventory Management
  • Communication between family members, CPA’s and Attorneys

We are committed to our clients and their families – our goal is to offer assistance and peace of mind during a very difficult time.

Click here to download our Estate Settlement Brochure which includes a useful checklist for your reference