|estate services

Organizing your affairs before your health changes or jumping in unexpectedly for a loved one upon their passing can be a very difficult and emotional process.  Our service follows a secure process of organizing all the important and relevant information while identifying and addressing gaps in the information that could cause problems as the estate is managed.

 

We also can act as your Professional Executor or Trustee and use our staff to perform forensic accounting, manage your estate, move through probate and work with attorneys, creditors, the IRS, and your other advisors and with heirs and beneficiaries to manage things like asset liquidation and distributions.

 

When a Professional Executor makes sense:

  • When the affairs of the estate are too overwhelming or complicated for a family member to manage on their own.

  • When no one is available or willing to serve as Executor or Trustee.

  • When the estate is complex and has business entities, real estate, tax issues or a need for forensic accounting.

How does it work?  Davis Financial will assign an Estate Planner to you who is assisted by our tax, accounting and bookkeeping experts.  The EP will work with you to "get your ducks in a row", and then manage realtors, attorneys, financial planners, bankers and insurance agents on your behalf to provide full service to you and your estate or trust.

How much does it cost?  We ask for a retainer up front that you work down as we bill hours against the retainer.  You only pay for hours actually worked at an hourly rate.  We return any unused retainer at the end of the project.  Your total cost depends on how many hours we work on your estate, which depends on how much of the service is used and how complex your estate is.  You can call us for an estimate which we can provide after an intitial interview with you.

Do we work with other professionals? Yes! We work with attorney's, financial planners, tax professionals, real estate agents, contractors, and accountants.  We actively network with other professionals that find value in our service and we are happy to work with ones that you may already have.

Estate Service

Step 1: Create a secure Estate Dashboard, of all your contacts, relevant information, creditors, assets, liabilities and sources of funding. This is an essential tool for any estate, which can be of use to advisors, probate court, trustees and heirs.  All the information we collect for you is encrypted and secure.

Step 2: Create an Estate Plan, to fill gaps between your aspirations and goals and what you have currently in place.  All estates have gaps and these are usually what create the problems later on in the case of incapacitation or death.  This is not a plan with finanical products being sold to you.  We do not sell anything other than our hourly service.  The plan is a set of directives that address gaps that fell out in the dash-boarding process.

Step 3: Advise the Estate, as the Executor, Trustee or Trusted Advisor, we perform necessary tasks including tax returns and forensic accounting, creditor negotiations, asset liquidation, distributions and estate management.

Mailing Address:

PO Box 846,

Poulsbo, WA, 98370

Office Location in Washington:

19301 8th Ave. NE  Suite D

Poulsbo, WA. 98370

Office Location in California:

3550 Stevens Cr. Blvd. #330

San Jose, CA. 95117

CALL TOLL FREE: 866-273-4889

Poulsbo Phone: 360-779-3506

Poulsbo Fax: 360-779-3860

San Jose Phone: 408-236-2444

San Jose Fax: 408-236-2484

Office Hours: 8:30am - 5:00pm M-F

For credit card payments on your account or make inquiries please contact our office during office hours.

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