There can be times in life when everything seems in chaos. It is during those times when we want to help with what is often one of the causes of that chaos — estate finances. It is important to say here that Voorvechter Consulting is NOT an investment advisor, nor is it registered as such. That's not what we do. If necessary, a referral can be made to qualified people in that industry whom we trust.
What we have encountered, and heard over and over, is that following the passing of a spouse, parent, or child, the survivor or survivors often need help sorting through their financial affairs — determining what accounts are where, re-registering accounts, making life insurance claims, selling real estate, accessing bank accounts and safety deposit boxes, and more. In some cases it may be necessary to file documents with the probate court or with federal or local tax authorities. All of these are things we have experience with and can provide appropriate guidance on.
It may also be necessary to have legal documents updated following a significant life event. We have extensive experience with attorneys who do that work every day and can provide appropriate referrals if necessary. The same is true if a tax expert is required and no previous relationship exists.
Whatever the needs may be, we will be an advocate and work diligently to relieve one part of what is a difficult and stressful time.
When a loved one passes, their estate must be settled — and that responsibility often falls to a Personal Representative. When there is no family member able or willing to serve, or when an independent party is simply the wiser choice, we can step into that role. We handle the practical and legal work of settling an estate with diligence and care, keeping beneficiaries informed along the way.
If you need someone to serve as Personal Representative, or you are weighing whether an independent party would help, we welcome the conversation.
If a situation with a parent or child requires a conservator — either for family members' peace of mind or as required by a court — this is a service we are very comfortable with. Please don't hesitate to start a conversation with us about how a conservatorship might help, or if you are in need of finding a conservator based on a court order.
An independent Trustee can make oversight of a Trust much easier on all involved than if a family member is tasked with serving in that capacity. It can be exceedingly difficult for a relative to have to say "no" to a request for money. However, in saying "yes" to a request that violates the terms of the Trust agreement, the family member acting in the Trustee role can be at significant legal risk.
An independent Trustee follows the terms of the Trust document explicitly and without the element of emotion. Beneficiaries are always kept apprised of the status of the Trust — the value and what distributions have been made.
Those with a disability may require a Trustee to oversee assets, living arrangements, and more. With experience overseeing special needs trusts, we understand how important the care of a disabled person is. When asked to take on this responsibility, we view it as a privilege.
We take time to understand the circumstances and the critical aspects of care for the person. Communication in these situations is absolutely crucial. Special attention is paid to how, and how often, other family members want to be communicated with.
We help organizations and individuals solve complex problems and, together, achieve better outcomes. Services include: