MORE ABOUT US
Thank you for your interest in learning more about Estate Transition Services LLC.

Estate Transition Services LLC was founded by Nancy Berger.  In her years of working as a paralegal in law offices in both Illinois and Missouri, Nancy was honored to walk beside amazing attorneys who did important work and who each day made a difference.  In this process, Nancy was privileged to have extensive client interactions and especially appreciated getting to connect with clients, walking beside them as they worked through with the attorney the often-difficult, weighty and emotional work of estate planning. 

​

Nancy would often get asked for contacts who could help with various estate transition tasks that, while they fell well outside the scope of a law office, they did not really fall into the scope of any other office either.    

​

These requests for help would originate from both the client(s), or often from loved ones who were unable to help perhaps because they were limited physically, busy with work and the demands of their own responsibilities, or lived out of the area, among others, for a "personal assistant" or extra set of hands to step in and help.    

​

Requests for help were varied, including but not limited to:

• ​Organizing, packing, unpacking and facilitating a move to permanent residency in a more temperate climate, relocation to be closer to family and friends, to a smaller, more manageable home, or to an assisted living or nursing care facility.

• Preparing and facilitating the administration of all remaining property, including personal possessions, real estate including primary residence and vacation homes, and all other personal property.  

• Attending attorney meetings to be an extra ear, taking good notes, asking pertinent questions, and remaining mindful of timelines for completion of their engagement. 

• Assisting with tedious post-execution estate planning funding documents.

• Serving as agent or personal representative in estate planning documents.

• Facilitating the clean out of a residence, including hoard or other mitigating factors.

• Assisting in funeral and other memorial services and arrangements. 

• Helping with estate administration work following the loss of a loved one.

• Working with an assisted living or nursing home facility for clean out and closing after death.

• Completing in-home notarial work and paralegal work.

​

​The lack of available help would often leave clients feeling overwhelmed, "stuck" physically, mentally and emotionally, unable or unwilling to take whatever next steps.

 

Nancy felt a draw to do more, to connect with clients on a different level, and to offer support when it was needed the most.      

​

Estate Transition Services LLC was formed to fill this gap and serve as a point of contact on behalf of clients.  

​

Estate Transition Services LLC is an estate concierge service, offering comprehensive support throughout all phases of estate transitioning.  We work efficiently, with a compassionate, friendly, reassuring, strictly confidential and nonjudgmental approach, with the overarching goal of relieving stress, while promoting and preserving peace and harmony.

​

We care deeply about our clients, their families and loved ones, and our trusted referral partnerships.