The Client Connection

Taking a Personal Interest

We had been working with a widow for many years when she became ill. Soon thereafter, family members notified us that numerous overdue bills were arriving at her home.

We volunteered to comb through her bank accounts to determine all relevant bills and set up automatic online bill pay so she could stay current with bills.

When she passed away we walked the beneficiaries through the estate process and worked with the attorney to provide information about the client’s assets. As part of the process we found a local auction house that was able to appraise some artwork that needed to be valued as part of the estate.