The Help Every Executor Needs
Closing Affairs is the executor guide offered most by funeral professionals throughout North America. This comprehensive print and digital resource has helped thousands of executors successfully and legally close an estate. And, as the estate pays for the guide, it is a legacy of guidance and assistance for the executor.
Closing Affairs
Closing Affairs is the standard for executor assistance because of its comprehensive design:
- A portfolio with assigned file folders to hold the many printed documents that are required to close the estate. Many government and business entities will not accept digital copies of documents.
- File folders cover Banking, Accounting, Legal and probate, VA Benefits, Insurance and investments.
- Printed guides that provide step-by-step instruction for settling and estate both with and without a will.
- A quick introduction to the key aspects and roles of a successful executor.
- And a simple guide to using the kit and the Closing Affairs website.
In addition to the portfolio and printed resources, you will
receive access to ClosingAffairsUSA.com, the companion website that provides a wealth of additional resources, pre-populated letters and tools.
Closing Affairs Connected
Closing Affairs Connected is a completely digital version of our popular executor guide. It gives you access to the Closing Affairs website where they can find tools, pre-populated letters, links and information for successfully closing an estate.
Save Time and Money
Closing Affairs Connected helps you reduce the amount of time and money expended on lawyers and accountants and retain more funds for the estate and its beneficiaries.
Medical Emergency
Natural or Man Made Disasters
Unexpected Death
You Know You Should Be Prepared
As we get older our lives get more complicated. We acquire mortgages and insurance policies and financial portfolios. We now have important documents that prescribe crucial parts of our lives and those of our loved ones. We know we should keep our affairs in order in the event of emergency or need, but we struggle to find the time and the manner in which to do so.
In Case of Emergency
In Case of Emergency is a preparedness tool that shows you how to assemble all your crucial documents in one accessible kit. Developed by experts in estate management, this tool shows you exactly which documents you should include in the kit pertaining to medical, financial, real estate, insurance, and all other aspects of your affairs. The effectiveness of this tool lies in its simplicity. You do not make copies of important documents or fill in forms with your crucial information. You simply put those important documents directly into the In Case of Emergency kit. Instead of having these documents spread across multiple files in various places, they are all now in a single container that is always at the ready. When it is necessary to update any of the documents in the kit, you know exactly where they are. And most important, if there is an emergency, you or your family can immediately access all the documents needed to address any issue.
