Family Estate Guidance

Estates can be complicated.
We work with you to simplify the process.

Executors are expected to lead and manage the estate process that includes:

Calendar

18 - 24 Months

Average time to settle an estate.

$25,000 - $50,000

Managing funeral, legal, and administrative expenses.

500+ Hours

Time and effort are required to settle an estate from beginning to end.

We help guide the way and provide support where it’s needed most.

Executors are responsible and liable during the course of managing an estate. They have a fiduciary duty to the beneficiaries and must act in their best interests when managing the money and assets of the estate. 

The time and effort of working with lawyers and accountants can be confusing and stressful. And while executors aren’t expected to know everything they are expected to learn the role and are entitled to hire professionals to help with the estate settlement.

5 Steps in the Right Direction

We work as needed with Executors, family members, and close friends throughout the estate process:

  1. Due Diligence

  2. Explore and Research

  3. Evaluation of Assets

  4. Legal Representative Support

  5. Closing the Estate

I have witnessed countless families shattered by the pain of losing their loved ones.

I started Maxxentum to guide Executors and surviving family members in order to help alleviate the confusion and stress by supporting them through the steps of settling an Estate. 

- JARYLL DUNNE, FOUNDER OF MAXXENTUM

“Jaryll helped me find my voice to close out my brother’s accounts.”

- CLIENT

Where do I start?

The easiest step is the first.

Request a complimentary 30-minute consultation.

The consultation focuses on information gathering so we can advise you of the next steps.