frequently asked questions

What is the purpose of this site?

The Founders of The PROvision Network believe that there is a much simpler way for families to care for the many aspects of planning and administering an estate. It is a process starting early in life, continuing through the stages of wealth acquisition and ending in the transfer to the next generation. Currently, content focuses on the Administration of an estate - once a friend, family member, or other significant person has passed away or is about to do so. This begins with activities such as planning a funeral and extends many months beyond; incorporating opening probate, taking inventory of assets, organizing estate finances and other administrative activities. This site is your complete resource center.

Who will benefit from this resource center?

This site provides a general benefit for families. It specifically helps:

  • an executor or administrator with the immediate responsibility of administering an estate as the result of a recent death
  • an executor or administrator of an estate looking to plan ahead in light of the diminishing health of a loved one
  • anyone wishing to begin or improve the planning for their estate, ensuring that their wishes are known, memories preserved, and assets are appropriately distributed

While the step-by-step guide is designed to be read from the perspective of an executor or administrator, the information may be valuable for anyone involved in the estate administration process.

How did the design of this site come about?

This site is the result of a nationwide study conducted by one of America's premier Internet research firms. The hopes, fears, frustrations, and desires cited by hundreds of executors, administrators, personal representatives and beneficiaries formed the basis for its products and services. In depth business analysis regarding the marketing needs of local businesses involved in estate administration also played a key role.

Is the information reliable?

Topics in our step-by-step guide are based on extensive research and advice from qualified service professionals. In addition to the "what to do", we provide the "how to do" and "what not to do" based on "best practices" contributed by our social network.

The scope of topics currently focus on deaths of U.S. citizens that occur domestically. Information is presented to provide guidance regarding key issues and responsibilities for the executor/administrator of an estate, but may not have the level of detail required to deal with specific, complicated situations. For those situations we provide easy access to local service professionals.

Subject matter is broad, including variations based on cultural, geographic, and religious differences, as well as governmental jurisdiction. We respect this diversity and intend to incorporate many of these aspects moving forward.

How does this site serve my local community?

Our find a provider function may include paid advertisements and directory listings of local professionals across service categories relevant to estate planning and administration.

Is membership really free?

Membership is free! It entitles the reader to access all of our education material and the ability to store personalized timelines and checklists. Services provided by advertisers are fee based and acquired directly from these businesses. For those who subscribe to the Estate Digital Lock Box™, a monthly subscription charge may apply.

How do I get started?

If you haven't already, take the site tour. Next, register as a member. Begin taking full advantage of the resources and tools offered!

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This site is published for residents of the United States only. Registered representatives and investment advisor representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered.

The information in this site does not constitute legal or tax advice. It is provided solely for general informational purposes and may not be applicable to specific fact patterns. You should consult with an experienced legal or tax professional licensed in your state before acting on any of the information described on this site.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this site was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any matters addressed herein.

Providers listed on this site that have not been specifically identified as having passed the 15-point background check are provided for your information only. The PROvision Network does not endorse, nor accept any responsibility for the quality of their services. The PROvision Network does not independently verify their information, nor do we guarantee its accuracy.

No fees have been paid to The PROvision Network for inclusion in our general provider listings. These listings are provided for your convenience. Other than specifically stated, The PROvision Network may receive paid compensation for paid adverting from companies listed on this site.

The accuracy of information put into the EstateDigitalLockbox isn't guaranteed by The PROvision Network. It's only as accurate as your input.

We strive to keep information up-to-date, but The PROvision Network doesn't purport this site to have up-to-the minute accuracy at all times.

Links on this site are provided for your information only. Since they are provided by third parties, The PROvision Network does not endorse, nor accept any responsibility for the content or damage or loss resulting from your use of these sites. The PROvision Network does not independently verify this information, nor do we guarantee its accuracy or completeness.