“Failure to Prepare is Preparing to Fail”

– John Wooden, Legendary UCLA Basketball Coach “The Wizard of Westwood”

Don’t let that be the legacy you leave behind for your family. Information is everywhere and nowhere. As an executor, do you know all the passwords? Know how finances are tracked and where? What bill bills are due when? Does your spouse or your executor know where all that information resides?

It’s so much easier to gather all this data and tons of other information organized when drafting a will rather than after suffering an emotional loss. In either situation, we can help. Under the direction of the will, trust, and/or your attorney, we’ll help you tackle the countless of hours of work it takes to get organized. We’ve done it before and can help you learn from the challenges we faced.

Beyond estate management, we can also simply help you de-clutter, prepare for a move, or close out an office. We’ve teamed up with professional organizers, packers, and movers to do all the heavy lifting for you.

This work can be done as part of an estate settlement or as part of downsizing your home or business. Whether moving across town or across the country, right-sizing or renovating, our partners create a customized set of plans from start to finish, making the process a breeze.

While attorneys, financial planners, accountants, appraisers, and organizers each solve a vital piece of the estate puzzle, it became evident that no one person oversaw the work off all these moving pieces. Think of Westwood Solutions as a general contractor to define what needs to be done, by whom, and to ensure everything gets done on time. All this can get expensive when billing by the hour – that’s why we don’t. We’ll provide you a customized quote so that you’ll know the expense before hand.

Most people are unable to address these tasks without taking time away from hectic work schedules, family responsibilities, and household duties.  This is where Westwood Solutions can help.  Let us be the trusted resources that can help you and your family develop and complete your estate duties. 

A lack of organization, domestic clutter, and unnecessary complexity wastes needless hours and costs estates untold thousands of dollars.  To address this situation, we’ve created a comprehensive system and professional partnerships to help meticulously organize your vital information.  Our experience has enabled us to develop a list of more than 150 tasks associated with the duties of an executor.