))
Handling Probate Admin Tasks: Benefits of Working With an Estate Close-Out Specialist
Manage episode 379672389 series 3484634
Content provided by Sherri Lund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sherri Lund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Is a probate close-out concierge service worth it? What will it handle and how much does it cost? Join us in Episode 17 as Matt Van Drimmelen, founder at Full Circle Aftercare, describes why he created his done-for-you probate service to handle administrative phone calls the closing of decedents’ accounts.
Watch on YouTube:
https://youtu.be/L7X6jvLo-IY
Nuggets in this Episode:
-Who needs to be notified when someone dies?
-What happens to the final Social Security check when you die?
-How to fix estate identity theft and incorrect death certificate mistakes?
-Why over 1500 families are using Full Circle Aftercare each month
Timestamps
0:00 Introducing Matt Van Drimmelen with Full Circle Aftercare
2:41 What does a probate admin concierge service do?
5:41 Finding and closing accounts for the deceased
7:13 An incredibly small favor for major grief relief
12:56 What happens to a business bank account when someone dies?
14:46 What to do and who to notify when someone dies
21:45 Can you handle the probate admin checklist remotely?
23:59 Estate and deceased person identity theft
28:04 Getting the last social security check after death
30:14 Probate Stories: Social Security has the wrong death certificate!
33:13 How Full Circle Aftercare fills Estate Specialist jobs
ABOUT MATT:
Matt Van Matt Van Drimmelen was born and raised on the foothills of the majestic mountains of Northern Utah. He married his high school sweetheart, Marquessa and they have 6 children ages 4 to 15. Matt served a 2-year mission for his church in Bolivia and speaks fluent Spanish. Matt loves to build things and solve problems so he studied Civil engineering. After years of working on commuter rail projects and right of way, Matt’s friend approached him about a problem in the funeral industry. Families were struggling with the logistics of closing estate issues after the loss of a loved one. In 2013, he founded Full-Circle Aftercare to help families with those difficult tasks. Now they have Hospice and Funeral Home clients in 37 states and serve around 1,700 families a month.
Connect with Matt:
Facebook: https://www.facebook.com/people/Full-Circle-Aftercare/100063588579546/
LinkedIn: https://www.linkedin.com/company/full-circle-aftercare
Website: https://www.full-circlecare.com
Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on
- LinkedIn: https://www.linkedin.com/in/sherri-lund-willowwoodsolutions/
- Facebook (Share your recommendation!): https://www.facebook.com/WillowWoodSolutions
- Instagram: https://www.instagram.com/willowwoodsolutions/
- YouTube: https://www.youtube.com/channel/UCV2fpT6kTz67ufkmMK5Z7zg/
Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!
37 episodes
Share
