Many of us already have a group of professionals that help guide our “financial affairs”. We have accountants to help with taxes, a financial advisor to guide investment strategy, and an attorney to write and revise a will. Hopefully, there’s an insurance agent to ensure you’ve got the right type and mix of life insurance coverage to protect your family.
Despite all that help, it can be a lot of moving parts to coordinate by yourself – and even more work to coordinate when you’re an executor or trustee of an estate. Don’t wait till “an event” happens. The time to simplify, organize, and collaborate is now. Make life simpler for your – or your executor – by letting us establish and coordinate your “family office”.
There are a ton of issues that come with trying to direct all these moving parts yourself, not the least of which is time. You probably already outsource your lawn care, landscaping, electrical work, and plumbing. You may also want to consider outsourcing all or part of your executor responsibilities. Depending on the complexity of the estate, you may need another ten to twenty hours a week in addition to balancing your career, your family, and other duties.
It’s safe to say that coordinating an estate can be an emotional, mental, and emotional time strain. Pulling together an entire team and coordinating their efforts is where Westwood Solutions comes in. We can introduce you to our network of existing professionals and tools – or we can work with your existing team of advisors to update your will, provide tax guidance, and ensure that your insurance matches your family’s need for the long-term. Let Westwood Solutions help you to simplify your life. It’ll be one less thing to worry about.
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