Helping Executors, Families, and POAs navigate administrative tasks so you can focus on what matters most.
- What We Do: We assist with post-passing administrative challenges and support POAs with various tasks.
- Who We Help: New executors, surviving family members, and overwhelmed POAs handling financial and legal logistics.
Download our free 'Losing a Loved One' Checklist
OUR PROCESS LESSENS THE ADMINISTRATIVE HARDSHIP!
Transference specializes in assisting newly appointed executors and family members who have experienced a loss with the often overwhelming task of re-registering accounts (removing the deceased’s name off of brokerage accounts, banks statements, etc…). Our goal is to alleviate the immense stress and burden that comes with navigating complex bureaucratic red-tape!
Let the team at Transference take care of all your administrative needs. Get in touch with us today to schedule a free consultation and experience the peace of mind that comes with having a trusted and reliable admin partner at your side.
CONTACT TRANSFERENCE TODAY
TAKE THE STRESS OUT OF WRESTLING ADMINISTRATIVE RED-TAPE WITH OUR EASY, STRAIGHTFORWARD PROCESS
You’ll feel better knowing Transference will cut through the administrative red-tape.
Free Consultation
During your consultation, we will discuss your new administrative responsibilities. We’ll determine the number of accounts that need to be re-registered and provide a plan.
Statement & Information Gathering
Transference will gather all physical and/or electronic statements. We’ll organize this information in a cohesive manner.
Re-Registration Process
Transference helps take the stress out of re-registration by simplifying all the paperwork and forms involved for you, so you can focus on what really matters: healing.
IN THE MEDIA
Our services have been written about in papers and on social media. Thinking of working with us? Read about us and see what others have to say!
How We Help: The Estate Paperwork Professionals
We handle all the red tape before and after a life event. Whether you’re planning ahead or managing an estate after a loved one’s passing, Transference provides expert guidance and hands-on assistance with complex paperwork, financial accounts, and administrative tasks.
Proactive Planning: Organizing Your Affairs in Advance
Planning ahead can save your loved ones time, stress, and financial complications. Transference helps individuals get their affairs in order to ensure a smooth transition when the time comes.
Key Areas We Help With:
- Locating and organizing your Will
- Documenting Social Security numbers for key individuals
- Listing bank accounts with account numbers and TOD (transfer on death) status
- Reviewing brokerage accounts and investment details
- Ensuring retirement accounts (401k, 403b, IRAs, Roths) have up-to-date beneficiaries
- Identifying established Trusts and where they are kept
- Cataloging life insurance policies and their details
- Listing memberships, subscriptions, and recurring services
- Documenting key financial contacts (accountant, insurance broker)
- Tracking mortgage, loans, and credit card accounts
- Organizing utility accounts and vehicle ownership information
By preparing in advance, you minimize confusion and ensure your loved ones know exactly where to find essential documents and information.
Reactive Support: Handling an Estate After a Loved One’s Passing
Managing a loved one’s estate can feel overwhelming, with endless forms and deadlines. Transference takes on these burdens so you can focus on what truly matters.
Key Areas We Handle:
- Obtain and copy the death certificate
- Establish a TAX ID for the estate
- Petition Probate Court to assign an executor
- Open an estate account at a financial institution
- Forward mail and notify relevant entities
- Contact Social Security and Medicare
- Manage employer-related benefits and compensation accounts
- Notify insurance companies (life, home, auto, personal property)
- Cancel memberships, subscriptions, and services
- Notify banks, credit card companies, and brokerage firms
- Check vehicle titles, retirement accounts, and investment assets
- Verify outstanding loans and notify credit bureaus
We also assist with paperwork from transfer agents like Computershare and EQ Shareowner Services to ensure assets are properly managed.
Who We Work With
Transference provides services for individuals and businesses, ensuring estate matters are handled efficiently.
- Boomer Bob – Preparing for or already in retirement and looking to get affairs in order.
- Midlife Matthew – Managing family responsibilities and life transitions while planning ahead.
- HR Helen – Companies offering Transference services as an employee benefit to attract and support talent.
- Strategic Partners – Financial advisors, RIAs, and estate attorneys integrating our services for their clients.
Call us at today to schedule a consultation and get started.
What our clients say
Get the peace of mind you deserve, just like these happy clients.
“In such a difficult time for our family, It was invaluable to have Ed there to help us organize and move forward. I don’t know how we would have managed such and overwhelming task with out him. Can’t thank Ed Knight enough.”
Daniel Myers
“Ed Knight is incredibly resourceful, helpful and thorough! I highly recommend using Transference to help navigate the complexities that can arise after a loss.”
Jennifer Ullman
“As an attorney engaged in probate matters and estates I have had to deal with the maze of forms and internal procedures presented by brokerage houses to liquidate and transfer funds. There is also the excessive time on hold when calling the brokerage house with questions regarding same. Recently, I had a client who was attempting to resolve 401k issues for her account and as executor of her brother’s estate without success. I contacted Transference and they were able to fill out the proper paperwork, make the calls, and access funds in short order.
I would wholeheartedly recommend Transference to both future clients and other lawyers in any dealings with the major brokerage houses.”
Mark DellaValle
“Ed Knight from Transference helped my mother navigate the endless paperwork she was inundated with after my dads passing.
I’m not sure how she would have handled it without the help of Transference. I am so thankful for their help.”
Richard Russo
“Ed Knight has been invaluable in helping me to get our affairs in order. His advice and research have shown me what to do in a very difficult time. I highly recommend his services!”