Well conceived, competent and caring
Caring, competent and helpful. The business concept is smart. This is my third executor rodeo, and they took a lot of legwork out of finding things -- especially good if the decedent was not a meticulous record-keeper. They can't fix certain banks that are dysfunctional, even when presented with court orders. But their experience dealing with these issues can guide you through (in one case, a Sunset rep was on the line in conference call between me and a particular financial institution). All-in-all, I'd recommend, especially if your loved one had a lot of accounts or was not meticulous in keeping files, even of the few accounts they had. This makes a tough time a little easier -- and that is a blessing.








