All support is provided remotely by phone or video. No home visits.
Who it’s for
Individuals, families, and loved ones facing the practical tasks that follow a death, including people handling those tasks on their own.
Your voice and choices
The person receiving support is at the center of the plan. We listen to their goals, help them express preferences and questions, and involve family members or loved ones with permission. When a representative is needed, their voice and preferences still matter and are included as fully as possible.
How our conversations work
The 90-minute session is a guided conversation about what has already been handled, what is urgent, which documents are available, and who can help. Follow-ups revisit the checklist and the tasks that remain.
What you get
- 90-minute virtual session within days.
- Personalized After-Loss Checklist for the first week, first month, and first year.
- Documents guide: how many death certificates and where each goes.
- Final medical bills and statements organized, with which to question.
- Next steps for the home, belongings, and pets.
- Two 30-minute follow-ups over 60 days.
Notification list — contacts and what to say
- Social Security, Medicare, and insurers.
- Pensions, banks, and credit bureaus.
- Utilities and subscriptions.
- DMV.
- VA, including veteran burial benefits.
Help with the unfamiliar calls and paperwork
- Put notifications in a usable order, identify the contact information, and prepare what to ask before each call.
- Separate final medical bills from insurance statements and flag entries that need clarification with the billing office.
- Create a task list for the home, belongings, subscriptions, and pets, with a responsible person identified for each step.
- Identify which questions belong with an attorney, tax professional, insurer, or benefits office so you do not have to guess.
Timeline
Initial 90-minute session within days, followed by two 30-minute follow-ups over 60 days.
What you no longer have to do
You no longer have to figure out the order of every unfamiliar task at once.
What it doesn’t include
No legal, probate, or tax advice. Attorney referrals are available. Professional-service fees are separate.