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As of September 28, 2023, our office will be located at 1612 S Liberty Drive, Suite B, Bloomington, IN. Our mailing address and phone number will remain the same.

Personal Financial Services provides professional Estate Personal Representative Services.  With extensive experience in administering estates, we strive to administer them as quickly and efficiently as allowable by law and the circumstances.

Often, Personal Financial Services serves as an Estate Personal Representative when there is not another family member that is appropriate to handle this task.  While most estates are typically able to be settled fairly quickly and efficiently, there are multiple steps to be taken even in the most basic estates to settle the final affairs of your loved one.

With backgrounds in banking, tax preparation and legal assistance, we have a unique set of qualifications to handle even the most daunting tasks.  We have extensive experience piecing together financial situations with limited information.  We have developed multiple professional relationships with other service providers to assist in caring for your loved one and their affairs.

Personal Financial Services offers free consultations in order to answer all of your questions on what services we can provide for you or your loved one.  However, we are not Attorney’s and encourage you to seek counsel with an Attorney in regards to any legal questions you may have on drafting documents and administering an estate.