Estate Document Preparation and Transmission
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As the person responsible, you have collected, compiled and made a list of all the things to do and places to contact on behalf of the deceased. Whether this is your first time, or you are a professional, your job demands that this mountain of information finds its way to everyone.
You can do this the old-fashioned way of calling and being put on hold, standing in long line-ups, and licking hundreds of stamps and stuffing envelopes -OR- the new way, using FinalDocx® to contact everyone in just minutes. We think the choice is simple.
We've taken all of the best features of technology and made a tool that delivers all the ease and convenience that the future promised. FinalDocx® works by sending the right information to the right people in the format that they want it in. All you do is create a profile, input their identification, account numbers and we do the rest. Not only is this a fast and secure way to send information but we track it for you and produce a final report, so you know exactly when it was sent and when it was received. Now that is real peace of mind!
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I heard from Stephen from Executor's Choice. We spoke on the phone and he went through everything that needs to be done with me. I wanted to let you know that Stephen was immensely helpful, respectful, professional, and very kind. Thank you for recommending this service. It takes a great deal of stress off my shoulders.
As soon as the Funeral Home told me there was help with FinalDocx, I said yes! I was so glad to get the help and it was so easy. I can only imagine how many mistakes I would have made if I had done this on my own.
Everything was taken care of minutes and I received a report the following day of who was notified and what was done. Incredible service and I highly recommend it to anyone.
Can't thank you enough. At a time when so many things are going on it is so hard to keep track. I did not know who to contact or how to fill out all those forms. I am so grateful this service was made available to my family. Thank you.
Using FinalDocx for our customers is so easy. Our staff can start the file in minutes and pass the control to our families at anytime. Amazing.
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