How it works

Estate settlement can involve many moving parts — property, household contents, timelines, and family coordination. This form helps us understand your needs so we can connect you with the right type of professional support.

• Executor & family support
• Downsizing & relocation
• Clean-out coordination
• Inventory & documentation
• Property readiness planning

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Tip: If you’re unsure what to write, start with: “My parent passed away and we need help understanding the next steps.” Clarity comes from a structured plan.

If this is time-sensitive, include your best callback window so we can respond efficiently.