THE ESTATE PAPERWORK PROFESSIONAL
Transference handles all the administrative red-tape!
We specialize in handling Computershare and EQ Shareowner Services forms, resolving administrative red-tape issues for executors of an estate. We also work with individuals still dealing with paperwork after the passing of a loved one as well as partnering with overwhelmed POAs.
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!
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!”