After-Loss Support
After a death, you may feel inundated with tasks. I will make sure everything gets done, so you have room to grieve. You don’t have to go through this alone.
For Executors, Administrators, Personal Representatives, or other authorized representatives, I provide a range of support depending on your needs.
Concierge ($75/ hour)
Comprehensive review of loved one’s estate*
Provide a customized, prioritized plan of all required tasks based on review
Referrals to professionals to help closeout an estate**
Help making calls and completing forms, including complimentary notary services
Help cancelling, transferring, or memorializing accounts, subscriptions, and memberships
Ensure important paperwork is in order
Serve as project manager for estate cleanouts***
Additional custom research and tasks as needed
Regular status reports and accountability meetings
Up to 6-months of dedicated support
Coach ($800)
Comprehensive review of loved one’s estate*
Provide a customized, prioritized plan of all required tasks based on review
Referrals to professionals to help closeout an estate**
Tools and information to help settle an estate
Bi-weekly accountability meetings
90-days of dedicated support
Advisor ($400)
Up to 2-hour consultation to assess needs and identify issues
Preparation of a follow-up report with a step-by-step plan of action based on consultation
Referrals to professionals to help closeout an estate**
Tools and information to help settle an estate
Additional post-package support available at $75/ hour
* Includes real property, personal property, bank accounts, credit cards, utilities, investments, annuities, retirement funds, etc.
** Includes attorneys, financial advisors, realtors, estate liquidators, appraisers, moving companies, etc.
*** Includes sourcing and hiring vendors (i.e., estate sale companies, appraisers, movers, donations, and/or junk removal services) and overseeing work