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A financial planner I know has a business that might best be described as “financial reconnaissance.” For a fee, she’ll sift through and put order to the financial documents of a person who has died or become incapacitated. She’ll track down the person’s financial accounts and document all of the assets. She’ll save relevant paperwork and toss out or shred those documents that are unnecessary. She’ll have valuables appraised. Depending on the complexity of the situation, her "cases" can take weeks or even months.
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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.