Westwood Solutions helps our clients to streamline the complex process of organizing and managing an estate. From gathering essential documents to decluttering valuable items, our services are designed to ease your stress and save you time with white-glove care.

Key Estate Management Topics to Consider:

_{Reviewing, coordinating, and securely storing your key legal documents in tandem with your attorney and/or family members}.

_{Collaborating with your financial advisors to preserve your assets and minimize taxes.}

_{Developing a thorough timeline and list of responsibilities related to the management of your estate – whether in the direct administration of your will & trust or assisting your executor in the completion of their duties.}

_{Enrolling in health insurance and outlining your long-term medical wishes.}

We plan, organize, and manage all of the tasks related to estate administration, including moving, and even downsizing your home or business. Additionally, we are certified QuickBooks Pro Advisor and are credentialed as a board-certified patient/healthcare advocate (BCPA), and recently received recognition as Fellow in the American College of Healthcare Data Management (FACHDM).

Explore Our Estate Administration & Coordination Services

Your Trusted Partner in Estate Organization.

Westwood Solutions was created to offer a complete, one-stop solution for executors who are preparing for and dealing with the challenges of estate management. Our mission is to alleviate your burden and bring clarity to what can be an overwhelming process, allowing you to focus on what truly matters. With years of experience in organizing, simplifying, and managing complex estate duties, we’re here to help.

Services

What we do:

Document Organization – Estate Preparation

We sort, file, and categorize all essential estate documents to ensure important paperwork is organized, accessible, and ready for when you need it.

Home and Office Decluttering & Itemization

From furniture to clothing, we declutter and organize your estate, giving you peace of mind that everything is accounted for and sorted with care.

Estate Administration Solutions

Our flexible solutions adapt to your needs, providing a customized approach that respects your preferences and honors the legacy of your estate.

Patient Advocacy

Have questions about medical services you’ve received, navigating your care, or a billing issue? Call us to leverage our thirty years of experience in healthcare technology, revenue cycle, and information management to help you understand the process and advocate on your behalf. We are credentialed by the Patient Advocate Certification Board.

Professional Bookkeeping

As a QuickBooks Pro Advisor, we help keep your business accounting and/or estate tax filings on track, compliant, and accurate…saving you time and reducing headaches so that you can focus on what’s most important to you.

Health Insurance Guidance

We’ll soon be licensed in the Commonwealth of Pennsylvania to guide you through the intricacies of health insurance. In the interim, we’ll happily connect you to licensed insurance agents. Whether you need commercial coverage or you’re navigating the various forms of Medicare coverage, we can help!

Health Technology Consulting

With thirty years of leadership positions in healthcare technology, we provide unparalleled insight into how enterprises, practices, patients, and consumers utilize and securely share data. Areas of expertise include revenue cycle, health information management, release of information, industry partnerships, digital strategies, and electronic health records.

Our Founder, Steve Aylward is recognized as a Fellow of the American College of Health Data Management (FACHDM). The society consists of fewer than 200 industry professionals dedicated to enabling the transformation of transactional healthcare workflows to models that are more integrated, human-centered, and responsive to the needs of patients and caregivers.

FAQs

How do our services differ from an attorney?

First, we’re not a law firm. We work directly with you and your attorney. Legal counsel is critical to understanding the requirements of estate and trust management. That said, most people probably won’t want to use an attorney to do daily estate management tasks due to the relatively high cost (typically billed hourly). We’ll will guide you through the process along with your family – and your attorney – to get things organized. Westwood Solutions will dramatically reduce the time, effort, and expense in organizing and managing your estate.

Why do executors need help, can’t I manage the process myself?

You certainly can. That said, we’ve found that very few people can dedicate the necessary hours to getting everything organized, track the hours, log the expenses, and coordinate all the necessary parties. This is especially true when balancing the responsibilities of raising children, taking care of aging parents, and managing your career. Let Westwood Solutions alleviate the burden and simplify your life.

How do you charge for your services?

We’ll provide a personalized quote that will vary based on your needs and the size of the estate. Regardless, our fees are fixed – we don’t charge by the hour. You can rest easy in the knowledge that we won’t be running up the hourly meter.

Are you insured?

Absolutely. We carry professional liability insurance in line with similar types of professional services.

Important questions to ask of your executor – or yourself, if you are an executor:

How much time are you able to allocate to the role during normal business hours?

Who are the professionals in your personal network available to guide you – attorney, wealth advisor, CPA, realtor, etc

What is your plan and timeframe to identify, liquidate, and distribute assets?

How will you handle disputes among the beneficiaries?

What tools will you use to log hours, identify assets and liabilities, and communicate the status of the estate?

Get In Touch

Ready to Simplify and Organize Your Estate?

Schedule your consultation and find out how we can help.

Schedule a consultation