We know how difficult it is. We’ve been there more than once. Through personal experiences of our own, we have designed Organized Legacy™ After-Loss Concierge services geared towards an individual’s end of life planning, as well as assisting family and friends with all the details after the loss of their loved ones. We know it’s never an easy subject or task, and we are committed to easing your stress by showing compassion, while providing a helping hand when you need it the most.
How Can an After-Loss Professional Help Me?
Our comprehensive checklist highlights how we can assist you with essential tasks, from securing your home and pets to handling important documents and coordinating with legal advisors. Download our checklist to see how our After-Loss Professional services can support you through this challenging time, ensuring that every detail is managed with care and compassion.
- Liaison Services: Act as an intermediary for the family with the funeral home, florist, and other vendors, ensuring smooth communication and coordination.
- Estate Organizing: Assist in identifying, locating, and organizing important documents to streamline estate management.
- Errand Running: Handle errands such as returning medical equipment, grocery shopping, and meal delivery. .
- Companion Services: Provide accompaniment to appointments, offering support and assistance as needed.
- Professional Referrals: Connect you with trusted advisors and professionals for specialized support.
- Notary Services: Offer notary services for legal documents and paperwork. (Hampton Roads area of Virginia – Chesapeake, Norfolk, Virginia Beach)
After the Funeral
- Estate Project Management: Provide logistical and administrative services for executors or administrators. This includes canceling services, notifying organizations, and submitting necessary documentation.
- Home Clearing: Coordinate and oversee the clearing out of the home, organizing items for dispersal to family, donations, or estate sales.
- Personal Property Inventory: Perform a detailed inventory of personal property to assist in estate planning and distribution.
- Home Checks: For homes located in our service area, we will monitor the vacant property, ensuring it is secure and helping prepare it for sale.
- Technology Assistance: Assist with securing online presence, accessing phones and laptops, and memorializing social media accounts.
- Vendor Coordination: Manage communication with third-party vendors to streamline processes and ensure all tasks are handled efficiently.
Trusted Professional Advisors
In addition to providing After-Loss Concierge Services, we connect our clients with professional trusted advisors offering a full suite of Estate Planning Services.
- Financial Advisors: Experts in managing investments and planning for financial stability.
- Estate Planning Attorneys: Legal professionals specializing in wills, trusts, and estate management.
- Funeral Directors: Providers of funeral and memorial services, guiding families through end-of-life arrangements.
- Real Estate Professionals: Specialists in handling real estate transactions and property management.
- Appraisers and Estate Liquidators: Experts in valuing and liquidating personal property and assets.
Ready to Get Started?
Contact us today to schedule a 15-minute Complimentary Discovery Call.
Visit Organized Legacy for meaningful conversations regarding Legacy, Estate, and End-of-Life Planning.
We are proud to have completed the PALS 6-week training program to acquire the knowledge, best practices, and skills required to become an after-loss professional.
