Professional Support During Difficult Transitions
Administering an estate can be complex, time-consuming, and emotionally challenging. Wiz Consulting provides organized, confidential, and compassionate administrative support for executors, estate administrators, trustees, beneficiaries, and families.
Contact UsEstate Administration
Whether you have been appointed as an Executor, Estate Administrator, or Trustee, there are numerous tasks that must be completed accurately and efficiently to ensure the estate is properly managed and settled.
We help reduce stress, improve organization, and provide practical support throughout the estate settlement process.
Coordinated Support
We work closely with Executors, beneficiaries, family members, lawyers, accountants, financial institutions, insurance companies, and government agencies to help ensure estate matters are handled professionally and efficiently.
Our Services Include
Practical administrative, organizational, bookkeeping, coordination, and executor support services tailored to the unique needs of each estate or trust.
Estate Administration Support
- Guidance throughout the estate administration process
- Estate file organization and management
- Executor support and administrative assistance
- Document collection and record management
Asset & Liability Inventory
- Preparation of estate asset and liability summaries
- Organization of financial records and documentation
- Assistance gathering information from financial institutions
- Tracking and reporting estate transactions
Executor Administration
- Assistance with executor responsibilities and record keeping
- Beneficiary communication support
- Estate correspondence management
- Coordination of meetings and documentation
Estate Accounting & Financial Tracking
- Estate bookkeeping and financial record management
- Tracking estate income and expenses
- Preparation of financial summaries
- Coordination with accountants for tax reporting
Trust Administration & Distribution Coordination
- Trust administration support and record management
- Beneficiary communication and distribution coordination
- Trust income and expense tracking
- Coordination with lawyers, accountants, financial advisors, and trustees
Property & Asset Coordination
- Property management coordination
- Estate property inspections
- Contractor and service provider coordination
- Contents inventory and clean-out coordination
Insurance & Government Administration
- Insurance claim coordination and support
- Assistance with government notifications
- Coordination with pension providers and financial institutions
- Administrative support for required documentation
Tax & Professional Coordination
- Coordination of final tax return preparation
- Communication with accountants and tax professionals
- Assistance gathering information for estate tax filings
- Support with ongoing estate administration requirements
Estate Planning & Legal Coordination
- Coordination with lawyers and notaries for Will preparation
- Referrals to qualified legal professionals
- Organization of estate documentation
- Legacy and end-of-life planning support
Who We Assist
Important Notice
Wiz Consulting provides administrative, organizational, bookkeeping, and estate support services. We do not provide legal advice or legal representation. Legal services, including the preparation of Wills, Trust Agreements, Powers of Attorney, Representation Agreements, and probate applications, are provided by qualified lawyers or notaries. We work alongside legal, accounting, financial, and other professionals to help ensure a coordinated and efficient estate administration process.
Compassionate Support for Complex Responsibilities
We understand that estate administration often occurs during a difficult and emotional time. Our role is to provide organized, professional, and compassionate support while helping Executors and families manage the many administrative responsibilities involved in settling an estate.
Contact Wiz Consulting