​The PEAK Difference

Your Needs
Carrying out the role of an estate executor can be an honor, but also a daunting and time-consuming job.  You may perform dozens of tasks within a few months:  analyzing stacks of documents, filing insurance claims, dealing with pensions, consolidating accounts, disposing of real or personal property, maintaining tax and financial records, paying bills, updating account records, and so much more.

It is easy to feel overwhelmed, particularly when you have work or family commitments that demand your attention.
Our Approach
What We Do
Each estate and each executor is unique.  You may have time constraints and require comprehensive assistance to help you diligently perform as executor.  Or you may feel that you lack the professional knowledge to deal with certain tasks quickly and effectively.

We've been there.  And we can help.  We deliver custom solutions tailored to your needs, saving you time, reducing your burden, and keeping the work that your lawyers and accountants perform and bill streamlined and efficient.
EXPERT ANALYSIS
A coherent picture of the estate's assets and liabilities
STRUCTURED SUPPORT AND INFORMATION
The tools you need to help you with your tasks
ESTATE CONCIERGE SERVICES
​Task completion to help you settle the estate expeditiously

Our Services

Client Services for Estate Executors 

Peak Executor Solutions offers a comprehensive range of services to assist you as estate executor, whether you need top-to-bottom assistance with settling the estate or help with specific tasks.  In all cases, you maintain authority as the executor.  Our services include, but are not limited to:
  • A comprehensive analysis of the estate assets and liabilities, presented to you in a detailed and clear format
  • Research into potential assets of the estate of which you are unaware
  • A review of potentially applicable insurance coverage
  • Assistance with filing claims for insurance and other benefits
  • Maintenance of financial records
  • Preparation and filing of paperwork to consolidate and transition assets
  • Assistance with updating or closing accounts
  • Structuring a contact network for the estate so that you have relevant information at your fingertips
  • Coordinating the selection of, and interfacing with, competent attorneys, accountants and realtors to help you settle the estate, file the appropriate tax returns, and dispose of primary or secondary residences
  • Relationship-building with banking and investment advisors to help you manage the estate's assets wisely

Other Services

EXECUTOR APPOINTMENT
​For a variety of reasons, certain individuals may find it helpful or necessary to appoint an impartial professional as the executor or co-executor of their estate.  There may, for example, be situations where there are no children and no other relatives or friends appropriate for the role of executor, children who live abroad or far away and would find it difficult to fulfill the role of executor, or simply family dynamics that would benefit from an impartial voice.  We can serve that role.


POWER OF ATTORNEY SUPPORT
Serving as power of attorney is an important job, as those powers are often exercised when a loved one becomes physically or mentally incapacitated.  Unfortunately, the power to make financial and legal decisions is most often needed when you are simultaneously caring for your loved one.  It can be an overwhelming situation in which you may have to enforce and exercise your power when time is of the essence.  We can help structure your tasks, providing you with the necessary support and information so that you may accomplish what you have to do in the most efficient way possible.

 Coming Soon - Online Membership

Join as a member at our low annual price, and get online access to an exclusive catalogue of tools to assist you in your role as executor
© 2017 Peak Executor Solutions LLC