As an estate planning professional, you know how important it is to have a streamlined process for managing clients’ estates. You need to be able to communicate effectively with advisors, beneficiaries and their families, and manage the details of your clients’ estates. That’s why partnering with WayForth can help you make the most of your time and streamline your estate planning process. Read on to learn more about how our services can help your clients with their estate planning needs. 

Moving soon? WayForth’s moving professionals have you covered. Our experts can help with downsizing, packing and unpacking, storage services, and more. Contact our team today for help on your next move!

A Total Inventory of Possessions  

When creating an estate plan, it’s incredibly important to take inventory of a client’s possessions. That’s why WayForth offers a complete home inventory service that will give you and your clients a comprehensive list of all items in the home, including furniture, appliances, household items and family heirlooms. This total inventory will provide valuable information when deciding what goes where during the estate planning process. 

Definitive List for Distribution  

Once you have a full inventory of possessions, it’s time to determine which items should go where. WayForth provides comprehensive services for estate planning attorneys and their clients, which includes creating definitive lists of items for distribution, sorting, decluttering, and downsizing. WayForth can also coordinate auctions for attorneys and their clients, allowing them to efficiently manage their estate planning needs. 

Our services are designed to simplify the estate planning process and make it easier for attorneys and their clients to manage all the details. We understand that estate planning can be a complicated and time-consuming process, so we strive to provide fast, reliable and professional services to help make it as easy as possible. 

Assistance with Estate Clear-Outs 

One of the hardest parts of estate planning is clearing out a home after a loved one passes away or moves into an assisted living facility. WayForth helps in helping clear out homes so that your clients don’t have to take on this difficult task themselves. We understand how hard this part of the process can be emotionally and we are here to help lighten your load by offering compassionate assistance with clearing out homes quickly and efficiently. 

Help Delivering Items to Donation Sites  

When sorting through their possessions, it can be overwhelming for your clients to decide what to do with each item. Some possessions may need to be donated to charitable organizations, while others may need to be disposed of properly in accordance with local regulations or the personal wishes outlined in an estate plan. 

Fortunately, WayForth makes donating items a breeze by providing delivery services directly to donation sites, as well as disposables pickup when needed. This makes the process of sorting through and donating possessions a much simpler and more efficient task.  

Storage Services for Short or Long-Term Use 

WayForth offers a variety of storage options for possessions that need to be stored during the probate process or while beneficiaries are being located. Depending on the client’s requirements, we can provide either short-term or long-term storage solutions. 

We work with clients to find the best storage solution that suits their needs, ensuring the possessions are safe and secure and accessible if needed. Our storage services come with a range of benefits, including insurance coverage and convenience. Our team of experts is on hand to help and guide clients through the storage process, ensuring a hassle-free experience. 

Door to Door Moving Solutions 

Lastly, if your client needs moving services for any reason—whether they are relocating across town or miles away—WayForth has experienced movers who will handle everything from loading boxes onto trucks to setting up furniture at its new destination safely and securely so that your client doesn’t need worry about anything else once it’s time for them move into their new space.  

The Benefits of Partnering with WayForth

Partnering with WayForth streamlines the estate planning process, making it easier for attorneys to provide their clients with the best possible advice while also reducing time spent on administrative tasks. By partnering with WayForth, estate planning professionals have access to powerful tools that help them communicate more effectively with beneficiaries and other advisors, as well as streamline their own processes. This partnership offers many benefits which make it easier for attorneys to become successful in estate planning. 

WayForth‘s moving solutions are specifically designed to accommodate the difficult transition of estate planning as seamlessly and stress-free as possible. From our comprehensive inventory services to assistance in sorting through items and sites for donations, our team will do their best to make sure that everyone involved experiences minimal levels of stress throughout this difficult process. And if you need extra help with transitioning possessions longer distances near or far – we have the service members and resources necessary to make sure the move goes smoothly. 

Let us help guide your clients through this process with more ease – talk to our team today to see how we can add value to your estate planning practice. 

About the Author: WayForth

WayForth is the definitive provider of comprehensive and personalized moving solutions for life and business. Since 2016, WayForth has led the way in move management, providing solutions to over 15,000 individuals and families. How you move matters and no matter the destination, WayForth serves as a guide making life’s transitions easier to navigate. Call 1.844.WAYFORTH today to learn how we can help with your next move!
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