Navigating Wills, Trusts, & Estates
What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.
If there has been a death, and you have been tasked with dispensing the assets, Daniels Accounting and Tax can help. We’re here to answer your questions, and guide you to execute the wishes of the deceased.
Ensure your own affairs are in order. Daniels Accounting and Tax will maintain a schedule of your assets identified with the title and beneficiaries. We can also maintain a schedule of liabilities to be paid off as well as a schedule of ongoing expenses such as web subscriptions to be turned off. We will work with your estate planning attorney, or if you don’t have one, we will help you find one.
Let’s Get Started
A professional will review your information and respond. If copies of documentation are necessary, you will be provided with a portal for secure transport of your documents to Daniels Accounting and Tax. We will go through a checklist of many items you might not think of if trying to assemble information on your own.