We resolve the bureaucratic ‘red-tape’ newly appointed executors and family members are forced to take on.
ADMINISTRATVE RED-TAPE STRESS CAN BE DEALT WITH!
In an increasingly fast-paced world, it’s easy to feel like the administrative processes that follow major life events are holding you back. That’s where Transference comes in.
We specialize in easing the burden of newly appointed executors and/or family members who have experienced a loss by handling the complex tasks. Our team of experienced professionals will guide you through the every step of the process.
At Transference, we understand that these transitions can be incredibly stressful. That’s why we’ve made it our mission to provide ongoing support to our clients. We’ll follow up with you after the initial consultation to make sure that everything is going smoothly, and we are always available to answer any questions or concerns that may arise. Our goal is to alleviate the administrative burden so that you can focus on what really matters.
When you work with us, you can rest assured that we’ll take care of everything. We start with an in-depth information gathering session to get a complete picture of your accounts and responsibilities, and we’ll create a customized plan based on your unique needs. From there, we’ll take care of gathering statements and simplifying the re-registration process.
Trust Transference to handle the details so that you can move forward with peace of mind.
CONTACT TRANSFERENCE TODAY
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.”
“Ed Knight is incredibly resourceful, helpful and thorough! I highly recommend using Transference to help navigate the complexities that can arise after a loss.”
“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.”
“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.”
“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!”