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ABOUT REGAL SOLUTIONS
We are a trusted provider of estate and administrative services, serving clients across all life stages. Our offerings extend beyond retirement homes to include individuals in need of support with personal and financial documentation, such as wills, powers of attorney, and essential estate documents. Our dedicated team is committed to ensuring that our clients can enjoy peace of mind and security during their golden years.
OUR SERVICES
Financial & Account Organization
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Review of bank, credit card, and investment account documentation
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Identification of missing, outdated, or inconsistent beneficiary designations
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Assistance completing beneficiary update forms (banks, institutions, insurers)
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Creation of a consolidated Financial Overview Summary
No advice is given on investment selection, performance, or allocation.
Estate Readiness & Documentation Support
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Review of existing estate-related documents for completeness and consistency
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Will and Powers of Attorney preparation through our trusted partner-Epilogue
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Coordination support with lawyers or notaries when required
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Preparation of a Family Information Package
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Guidance on documenting key contacts, institutions, and account locations
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Optional family meetings to explain documentation
Legal documents are either coordinated, or referred to licensed professionals as required by law.
Administrative Paperwork Assistance
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Help completing and organizing:
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Government benefit forms
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Pension-related paperwork
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Insurance and coverage documents
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Guidance on document submission processes
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Record-keeping and follow-up assistance
Credit, Billing & Financial Maintenance Support
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Assistance reviewing credit cards and recurring payments
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Identification of unnecessary or duplicate accounts
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Support with address changes, contact updates, and account consolidations