TeamUp Executor Services: Expert Estate Admin & Planning
My Story
From Personal Experience to Compassionate Support
Susan King, B.Com, CEA
Balancing a demanding career while navigating family estates revealed firsthand how overwhelming estate administration can be. That experience ignited a passion in me: to provide expert executor services and help others through these challenging times.
As a Certified Executor Advisor (CEA) with 20+ years in business leadership, I bring a unique blend of expertise to supporting Executors and families. From audit and accounting to project controls and governance, I've honed the organizational, problem-solving, and communication skills essential for effective estate administration. My process-oriented and solution-driven approach allows me to provide truly tailored and compassionate support.
My mission is to empower individuals with the knowledge, resources, and compassionate support they need to navigate estate matters with confidence and peace of mind.
My Philosophy
A Client-Centered Approach
Navigate Estate Matters with Confidence and Peace of Mind. That's my commitment to you. I believe in:
Understanding: Your unique needs and priorities.
Communication: Open, transparent, and proactive.
Support: Personalized, expert, and compassionate.
I'm here to simplify the estate administration process for Executors, minimize stress, and help Will-Makers create a meaningful legacy. My client-centered approach and proven methodologies are designed with you in mind. Let's explore how.
My Approach
Confidence & Peace of Mind Through Support
My commitment to open communication and proactive support translates into a practical and client-centered approach. Here's how I work:
Executor Services
Executor Support:
Consultation & Planning: We'll collaborate to define your needs and goals, creating a Scope of Work for delegated tasks, timelines, and deliverables. Your approval ensures the plan meets your expectations.
Communication: I'll keep you informed and up-to-date about the progress of the delegated tasks
Expert Execution & Dedicated Support: I'll take care of the details with expertise and dedication, giving you peace of mind knowing everything is handled professionally.
Document Organization Services
Legacy Guide:
Collaborative Information Gathering: Together, we'll select the essential documents - financial, personal, and historical - for your Legacy Guide from a comprehensive list.
Content Development & Organization: I'll help you compile and organize your documents, personal information and records.
Finalization & Accessibility Planning: We'll finalize your comprehensive Legacy Guide together and develop a plan to ensure its security and accessibility.
Self-Directed Legacy Guide Kit: If you prefer, choose the self-directed Legacy Guide kit, providing you with all the necessary tools and resources to create your guide independently.
My Services
Simplifying Estate Matters & Securing Your Legacy
To bring these principles to life and provide complete support to my clients, I offer the following services:
Executor Services
Executor Support:
I offer professional and comprehensive Executor support, designed to ease the burden on those responsible for administering an estate.
Guided by my client-centered philosophy, I provide personalized assistance tailored to your specific needs, handling delegated tasks and administrative details with expertise and efficiency. This includes from notifications to asset inventory and valuation to distribution.
My goal is to provide seamless support, allowing you to focus on your family during this challenging time.
Document Organization Services
Legacy Guide:
I empower individuals to create a comprehensive Legacy Guide, giving them and their loved ones peace of mind knowing everything is in order.
My Legacy Guide approach helps you gather, organize, and securely store all essential estate documents, records and personal information.
This includes your will, financial records, personal instructions, and family history.
The result is a valuable resource that simplifies estate administration, eases the burden on loved ones, and provides assurance that your affairs will be managed according to your wishes.