“Steve has expertly managed one of the more intricate estates and trusts I’ve encountered in my career. Amidst the pandemic, he successfully sold multiple properties across two states, meticulously handled the filing of business and personal taxes, and crafted a long-term investment strategy for the beneficiaries. Throughout the entire process Steve demonstrated sound judgment, genuine concern, and unwavering adherence to his process.  Armed with that knowledge and experience, Steve and Westwood Solutions can easily help executors organize their estates – alleviating the heavy burden of time, effort, and energy placed on today’s executors.“

Michael C. McBratnie, Trusts & Estates Attorney
Partner, Fox Rothschild LLP

“NOKbox is pleased to partner with Westwood Solutions to help eliminate the scavenger hunt associated with estate organization.

Our own experience was similar to Steve’s. Our founder’s father passed away. She and her brothers left with a disorganized paper trail. Even though their father had a will, that was just one small component to guide them through his estate.

In order to manage and close bank accounts and investments, we had to find them all, leaving us digging through his phone, his laptop, cardboard boxes, file cabinets, drawers, and closets of his home to find statements and bank/credit cards. That’s when NOKbox was created.

Steve discovered that NOKbox was an indispensable tool to organize and manage his brother’s estate. Now, he makes NOKbox available to Westwood Solutions’ clients.“

The NOKbox Team

A collaboration with an organization like Westwood Solutions is a natural. Executor.org offers executors an understanding of their full range of responsibilities, delivers an individualized 100+ step estate plan, and the ability track their progress. That said, many people simply don’t have the time or energy to fully commit to being an outstanding executor. Westwood has combined their outstanding professional services experience with our innovative digital solutions to save you time, lower your expenses, maintain your sanity – and your relationships with the beneficiaries. 

Michael Robustelli, CEO & Partner
Fortivus Wealth Management
Northwestern Mutual/Private Client Group

“A collaboration between Executor.org and Westwood Solutions is a winning combination.   Over my ten years in helping executors, I discovered that executors need to fully gain an understanding of their responsibilities, establish an individualized plan, and track the progress of their estate duties. At the same time, most people simply don’t have the time it takes to fully commit to being an executor. Steve has combined his outstanding professional services with our award-winning technology – all with the goal of saving you time, reducing expenses, and maintaining your sanity.

Patrick O’Brien
CEO and Co-Founder,
Executor.org