Keep Helping Your Families in This Difficult Time
The COVID-19 pandemic has made it very difficult to maintain a connection with the families you serve, while still protecting their health and that of your staff. INEX is introducing Closing Affairs Connected to give you a way to continue supporting your families that is simple and safe for everyone.
Closing Affairs Connected facilitates three key post-service touches with your families:
- Issue a code for families to access the Closing Affairs website and provide the instructional PDF
- Provide a certificate confirming that notification of the death has been sent to TransUnion and Equifax.
- Send several pre-addressed, auto-populated form letters to assist the executor
Closing Affairs Connected also includes sample emails for communicating key functions to your families and a tracking form to record when you have completed those functions.
For more information or to get started with Closing Affairs Connected, call us today at
888-829-8362 or email us at info@inexinc.com
Stay safe. Be well.
THE INEX DIFFERENCE:
Products that Get Results
Since 2000 INEX has been supporting the deathcare profession with products offering support and guidance to client families.
Closing Affairs is a complete and comprehensive guide to estate settlement, a necessary step that all families are required to face. This resource provides support in a variety of ways, including definitions, contact directories, processes, letters, spreadsheets, online support and so much more.
Closing Affairs allows you to provide an extra dimension of support and assistance to your client families while building your reputation, business and revenue.
Closing Affairs:
A Guide for the Coming Year
Once the funeral is over, the real work begins for your families. Even the smallest estate can take a year to settle. Closing Affairs is a complete guide to assist families with their estate settlement obligations. Quite simply, Closing Affairs is a year’s worth of peace of mind for your families and a powerful business tool for you.
Help Your Client Families
Whether the estate is simple or complex, an estate settlement resource is needed. Even the smallest estate requires certain steps and correspondence. INEX provides options for estate settlement tools that offer your client families the help they need.
Regularly enhanced and audited by a team of estate settlement professionals, these products offer value that families can immediately recognize.
Closing Affairs Includes:
Getting Started Guide
Task List
Death Certificate Checklist
Credit Bureau Upload Program
Traditional Portfolio Option
3 Guide Booklets (With a Will, Without a Will and Planning Ahead)
File Folders with Agendas
Agendas
Closing Affairs Website with Extensive Information
Deluxe Portfolio Option
