Executor Support Services in Connecticut

If you have been named executor of a will, the paperwork starts immediately — often while you are still grieving. Transference LLC, based in Orange, Connecticut, takes on the administrative work of an estate so you can focus on your family and the decisions only you can make.

What Transference handles for executors

Obtaining and copying death certificates
Helping establish a tax ID for the estate
Organizing probate paperwork and deadlines
Opening an estate account at a financial institution
Forwarding mail and notifying relevant entities
Contacting Social Security and Medicare
Managing employer-related benefits and compensation accounts
Notifying insurance companies (life, home, auto, personal property)
Notifying banks, credit card companies and brokerage firms
Cancelling memberships, subscriptions and services
Checking vehicle titles, retirement accounts and investment assets
Verifying outstanding loans and notifying credit bureaus
Transfer-agent paperwork with firms such as Computershare and EQ Shareowner Services.

How it works

Start with a free consultation. After it, you receive a written proposal — scope and exact cost — within 48 hours. Pricing is based on the number of account statements involved, with no hidden fees. Once you accept, a contract and engagement letter make the work official, and Transference handles the paperwork and follow-up.

Common questions

I was just named executor. Where do I start? — With a free consultation. We map out the accounts, deadlines and notifications in front of you and take the list off your plate.

How much does executor help cost? — It depends on how many accounts the estate involves. Your proposal states the exact cost before you commit.

Is Transference a law firm? — No. Transference provides administrative support, not legal or tax advice, and we regularly work alongside a family’s attorney or accountant when one is needed.

Related help

Free consultation — call Ed Knight directly at 203-623-6083. Transference is based in Orange, Connecticut and serves clients across New England and the New York / New Jersey / Connecticut tri-state area.