Concierge Services - ESTATELINK

Did you know that many insurance policies offer annual benefits for routine physicals, mammograms, various scans and diagnostics? Do You have too much on your plate to contact your providers, fill out forms and file claims? Premium Membership Clients enjoy the benefit of our Concierge Services. Make one call or use the mobile app to notify us and upload documents and we will take care of the process for you. Just wait for your check to arrive electronically, or in the mail.

Our friendly staff will also handle quarterly reminders for many of your estate affairs, including changes of beneficiaries, life events, such as marriage, divorce, birth of a child or a death in the family. We will do our very best to keep all of your estate affairs up to date.

Already have a trust established? Outstanding, you’re ahead in the game! Now, let’s make sure all of the information in it is accurate and up to date. Have you sold a property or purchased a new one? Have you opened or closed any banking or investment accounts? Whatever the situation, our Concierge Services are up to the task. We will reach out to our affiliates on your behalf and get your information updated.