Deep insights on the families we serve and the services we provide.
Most people think estate planning is something wealthy families do with a team of lawyers in a conference room. In reality, 69% of Americans have no estate plan at all. Not because they don't care about their families, but because they don't know where to start.
Team BFMarcus kept his will in a drawer. A filing cabinet drawer, to be precise, in the basement of a house he sold three years ago. When his children asked about his estate plan, he waved them off. "It's handled," he said. It wasn't.
Team BFNew platform combines secure document storage, AI-powered obituary writing, and digital memorials in response to the widespread end-of-life planning gap
In the quiet of a dimly lit kitchen, a recently bereaved individual sits surrounded by a sea of paperwork. Insurance forms, account statements, and a myriad of questions they never thought to ask lay scattered across the table. Their loved one had always handled these matters, and now, in the midst of grief, they are left to piece it all together. This is the reality many families face after the loss of a loved one.
Team BFAh, the holidays: a time of joy, laughter, and the occasional family squabble over who gets the last piece of pie. Picture this: the tree is twinkling, the kids are tearing through wrapping paper, and the kitchen smells like a gingerbread factory. It's a scene straight out of a holiday movie. Yet, amidst this festive chaos, there lurks a sobering reality: the holiday season carries real risks.
Team BFManaging an estate can be a daunting task for any executor. The probate process is often complex and time-consuming, requiring meticulous attention to detail and constant communication with family members. Executors face numerous challenges, from tracking probate milestones to organizing estate documentation. In this guide, we introduce the Estate Dashboard, our newest tool designed to simplify estate management and probate tracking for families.
Team BFFrom Chaos to Clarity: How Families Can Work Together in Difficult Times
Team BFBeyond Social Media: Creating Private, Meaningful Memorial Spaces
A Heartfelt Welcome to Our New Customers