Widowed

Sarah is 75 years old and her husband recently passed away. He was a very successful insurance agent and handled all of the finances and paperwork. Sarah had never written a check before and had no idea where to turn. She has a daughter in upstate New York and two children in Florida.

Fortunately, Sarah's husband had all of the necessary legal documents filed prior to his death but Sarah still needed help with paying debts and bills, etc.  Even writing the weekly check to her housekeeper needed to be considered.  She also needed guidance with obtaining multiple copies of the death certificate and surrogate letter so that assets could be transferred to her. This is a very stressful and time consuming effort.  The process can take longer than necessary if you're not prepared.

Sarah was smart. She knew she needed help. She reached out to Daily Navigator to help her with getting documents signed and getting them to the respective financial institutions, getting all of her financial obligations straightened out and eliminating all of the confusing and unnecessary paper. Now she feels at ease knowing that her regular daily administrative, logistical and financial tasks are taken care of. Do you know someone who is experiencing these challenges? Maybe it's you?

The real benefit to you is PEACE OF MIND and MORE QUALITY TIME WITH YOUR LOVED ONES.