Explore Our Services
Our services are designed to help you capture vital information that your loved ones need to know.
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Data Gathering & Recording
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Payments & Renewals List By Month
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Tax Time Checklist
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Burial Pre-Planning
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Quarterly Updating
✳︎ Data Gathering & Recording ✳︎ Payments & Renewals List By Month ✳︎ Tax Time Checklist ✳︎ Burial Pre-Planning ✳︎ Quarterly Updating
Data Gathering & Recording
A comprehensive gathering of your daily family or business data, recorded so things can continue without you. Whether you're ill, have passed away, or are on vacation, your loved ones will have a clear roadmap to take care of your home, bills, pets, and other items we capture. This process takes place through a series of virtual or in-person meetings.
Tax Time Prep Checklist
Your tax time prep work will be unlike anyone else’s. Current customers can take advantage of a customized checklist that we put together based on your specific needs. We can also scan documents for you to upload to your CPAs portal - all neatly labeled.
Monthly Payments & Yearly Renewals List
With vital data in hand, we compile a list of what monthly payments need to be made, along with income per month. Yearly renewals for insurances, taxes, and other obligations will be listed. Never be surprised when invoices come in allowing you to regulate your cash flow.
Quarterly Updating
After we complete your initial data collection, sign up for our quarterly updating service. Keep all of your data accurate and ready for your loved ones.
Burial Pre-planning
We can provide you with information and general costs for burial planning based on where you would like to rest. You will be asked a detailed list of questions which will allow your designated love one to have a guide to carry out your wishes when the time comes. We can connect you with a funeral home to discuss further options and costs. Servicing all denominations.
Serving Foxborough, MA and surrounding areas.