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.
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.
Pre-Planning & Immediately After a Loss
- Liaison Services: We act as as liaison for the family with the funeral home, florist, and other vendors.
- Estate Organizing: Help identify, locate and organize important documents.
- Errand Running: Run errands, answer phone calls, return medical equipment, grocery shop, and meal delivery.
- Companion Services: Accompany you to appointments.
- Professional Referrals: Connect you with trusted advisors.
- Notary Services
After the Funeral
- Estate Project Management: Provide logistical and administrative services for executors or administrators.
- Home Clearing: Coordinate and oversee the clearing out of the home, organize items for dispersal to family, donations, or estate sales.
- Personal Property Inventory: Perform a detailed personal property inventory.
- Home Checks: Conduct regular home checks on vacant homes.
- Technology Assistance: Help with accessing phones, laptops and memorializing social media accounts.
- Vendor Coordination: Communicate with third-party vendors.
Trusted Professional Advisors
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
Ready to Get Started?
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.
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.
