After the Loss of a Loved One 

We know how difficult it is. We’ve been there more than once.  Through personal experiences of our own, we have designed 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.   

Pre-Planning & Immediately After a Loss

  • Act as a Liaison for the Family with the funeral home, florist, and other vendors
  • Estate Organizing: Help identify, locate and organize important documents  
  • Run Errands 
  • Answer Phone Calls
  • Return Medical Equipment
  • Grocery Shop
  • Meal Delivery
  • Companion for Appointments
  • Memorial Planning – from an intimate catered dinner at home to a restaurant buy-out, we’ll make sure it’s just what you wanted.  
  • Professional Service Provider Referrals 
  • Notary Services 

 

After the Funeral  

  • We’ll act as an estate project manager, providing logistical and administrative services for clients who are executors or administrators of a loved one’s estate.  Download a checklist of services we can assist with.  
  • Coordinate and oversee clearing out the home, organizing and preparing household items for dispersal to family members, donations to charity, or estate sales.
  • Perform a detailed personal property inventory. 
  • Conduct regular home checks on vacant homes.
  • Assist with accessing phones, laptops and other technology
  • Memorialize and delete social media accounts
  • Coordinate and communicate with 3rd party vendors.
  • Write and send thank you cards on behalf of the family

In addition to providing After Loss Concierge Services tailored to managing estate and family needs, we connect our clients with professional trusted advisors offering a full suite of Estate Planning Services.

  • Financial Advisors
  • Estate Planning Attorneys
  • Funeral Directors
  • Real Estate Professionals
  • Appraisals and Estate Liquidators 

Contact us today to schedule a 30-minute Complimentary Discovery Call.

Visit Organized Legacy for meaningful conversations regarding Legacy, Estate, and End-of-Life Planning.


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