The situation: You’re the executor of your loved one’s estate and are tasked with settling the final affairs. This difficult time is worsened by the fact that record keeping wasn’t a strength of the deceased. You’re overwhelmed by the boxes of disorganized paper — insurance policies, bank statements, trusts, and more. It will take months to go through all of this. How will you be able to pay off creditors and distribute assets without having a clear snapshot of your loved one’s current state of affairs?
Answer: Bliss B.I.T specializes in transforming the files of the deceased from disorganized boxes of paper into a summarized, searchable electronic library. I’ll take temporary possession of all of your files, scan them, organize them using special software, and create a summary document that describes the current status and balance of all of your loved one’s accounts and policies. Using advanced scanning and text-recognition technology, my process takes a fraction of the time that it would take to sort out manually.
You give me:
- All of the files of the deceased that you’re able to locate (paper, electronic, etc.)
- As much information as you can about the affairs of the deceased
- A week or more of your patience (depending on volume and complexity)
I give you:
- A summary document that lists all accounts, policies, trusts, etc. and my assessment of their current status and/or balances (Click Here to see a sample)
- A username and password to a secure website that houses an organized, searchable electronic version of the files for easy future reference, printing, and sharing with relevant parties (attorneys, courts, etc.)
- All of your paper files, returned in their original condition
- Honest, respectful, and trustworthy service (bonded and insured for your protection)
My great aunt had been suffering from dementia in the late years of her life. Years ago, after she passed away, my family was presented with the difficult task of piecing together her personal affairs while mourning. Needless to say, my aunt’s record keeping had been neglected. Decades of paperwork was strewn about her home in boxes and bags and unopened envelopes. As an independent woman, my aunt had refused help with her finances in her final years and did not prepare my family for their challenge as her estate’s executors to pay off debts, collect on life insurance, and distribute her assets.
Dozens of old documents were red herrings — a statement from 1980 for a savings account with $10,000. Was the account still active? Was the money still there? And old life insurance policies with named beneficiaries. Were they up-to-date? Was the policy still valid? Many were not.
It took my family nearly nine months to sort through the endless piles of paper. Because this was a distant aunt, I hadn’t been consulted during this process. But the following year when I learned of the difficulty my family had with making sense of my late aunt’s complex web of documents, I knew I could have helped, had I known.
Until that year, I had never considered the great challenge faced by families of compiling and making sense of a lifetime’s worth of documents; documents that ultimately paint a picture of a late loved one’s current state of affairs — a key to the probate process. I hope that I may be of service to families during their most difficult times, helping them preserve the legacy of the deceased without interrupting the natural process of mourning.