Assistance with
Essential Documents

File the Petition
for Probate

Identify Assets
& Debts 

Heir Search
Support Services

Notify Heirs
& Beneficiaries

Prepare an Inventory of Property
& Financial Accounts

Collect, Manage & Protect Assets During the Process

Handle
Creditor Claims

Tax Regulations &
Filing Requirements

Draft Accountings to Disclose Estate Transactions

Assist With Asset Transfers
To Beneficiaries 

Prepare Final
Distributions Reports 

Handle Mediation Sessions
if Necessary 

Establish Final Distribution of Assets to Beneficiaries

Settle Estate Accounts
 

Real Estate Settlement

WORK WITH A
CERTIFIED EXECUTOR ADVISOR (CEA)

Désirée is a Realtor who also has a broad practical knowledge
of everything that you need to know, making her uniquely equipped to steer you away from potential problems and
toward the professionals you need.