Estate Administrator Tool-Kit

FAWCETT FUNERAL HOMES INTRODUCE THE ESTATE ADMINISTRATOR

The Fawcett Funeral Homes Estate Administrator is a versatile tool that will help you manage your personal finances and make things easier for those you leave behind to look after your estate. 
 
What makes it unique is that it consists of two distinct components: Estate Planning and Estate Settlement. It is the only product in the marketplace that currently offers this versatility. The Estate Administrator. consists of a vinyl case with easy to use itemized tabs, a comprehensive reference guide as well as an interactive CD which contains the entire content of the reference guide as well as links to helpful websites. 

Estate Planning

The estate planning section, prepared by certified financial planners, will provide you with a valuable tool that will assist you with cash flow and budgeting issues.  From year to year, you can refer to this section for a detailed overview of your  financial plan and even use it for income tax preparation.  The carrying case contains itemized tabs for all your personal documents such as your will, insurance documents, banking information and funeral arrangements. 

We strongly encourage you to discuss these matters in detail with the person you have selected to be your executor.  A few minutes today can save your executor countless hours down the road.

Estate Settlement
Estate Administrator  will offer the executor valuable insight on estate settlement issues by detailing all the steps required to settle the estate in a simple, easy to read and easy to follow format.  From the initial stage when the executor needs to look after the funeral arrangements, locate the will and contact the beneficiaries to the final stages of completing the final tax return and applying for a clearance certificate, Estate Administratorâ„¢ is truly a complete resource.  All the information is contained in the reference guide for those people who would prefer to complete the various sections manually.  The CD contains all the forms files and templates required to settle the estate.  For those with internet access, helpful web links to government sites are only a click away and add a completely new dimension. 

The tips and suggestions contained in the  Estate Administrator will not only save the executor a great deal of time, it can potentially save your estate thousands of dollars by simply maximizing returns and taking advantage of little known cost saving measures available to the general public. Fawcett Funeral Homes provide this portfolio complimentary to all of the families we serve.