Edith Amato Assist organizing estate documents securely.

After 33 years assisting High net worth clients as a Senior Registered Associate, I am uniquely qualified to help with estate organization. I assisted clients who became incapacitated and their families for over 3 decades. After the client passed away, I helped organize and disseminate their annuities and brokerage accounts to their beneficiaries according to their wishes. I am uniquely qualified in assisting with organizing the most essential estate documents so it is easier to access for you, your spouse and heirs. Gathering Trusts, social media passwords, bank account information in one secure place is essential to allowing your spouse and heirs to properly grieve or help you if anything happens to you. This is much cheaper than having an attorney or paralegal who charge from approximately $125 - $350 an hour to do the same thing. You may still need an attorney for special situations. For example: attorneys/CPAs are required for especially large estates and probate. Unfortunately, I experienced this personally and wished my parent's essential documents and important information was accessible and easy to locate when my mother passed away unexpectedly. I have an easy process that can assist with gathering and securing your essential estate information. Feel free to contact me for any assistance I can provide.

I can help with organizing your personal vacations on a reasonable budget. I have 3 decades of experience in affordable personal European travel. It's been a passion of mine. I am happy to share my tips and tricks to affordable travel that won't break the bank.