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Services

I don't know if i need help?

Try our no or low-cost resources - that might be all you need! We're not interested in upselling.

I need a little
help...

Talk with us when you need some professional advice or troubleshooting for specific issues. 

I need a lot of help!

Work with our team on a wide range of items and feel supported as you continue the process.

I don't know if i need help?

Ask DEDE

 

Ask general or specific questions about our services or your specific situation to our AI-enabled chat, DEDE.  Here to help with the big or small questions you have.

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$0

Purchase Workbooks

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Use our DIY Workbooks if you want a self-guided option that you can do on your own time and at your own pace. Will help you see what there is to do and what is already done.

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$25

I need a little help...

Peace of Mind Check-In

 

Use this 45-minute video call to walk through the basics of what needs to be complete after a loved one dies. Conversation will be tailored to your needs. 

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Common questions:​

  • Do I need a lawyer and what should I ask them?

  • How do I find the Will? 

  • What are the important places to contact first?

  • I have a very specific situation, can we talk this through? 

  • We closed probate, but something else has come up?

  • Is there some place that can help with X, Y, Z?  â€‹

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$95

Initial Plan

 

Executors receive robust support from our team as they start the estate administration process. Use this personalized roadmap to then carry out tasks at your own pace. Best suited for individuals who are in the first 6 weeks after loss.

You receive:

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Comprehensive Onboarding Meeting  *  Audit of Pre-Planning and Current Progress  *  Detailed Asset Inventory  *  Personalized Checklist  *  Payment and Deadline Calendar  *  Account and Login Organization * Professional Service Provider Recommendations in Your Area 

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Message for Quote

I need a lot of help!

Concierge Services

 

Receive one-on-one ongoing support with a member of our consulting team to guide and assist with the details that arise after death. Our team will put together a plan and help execute on it. Our team can also consult on on-off items where you need support. Support is customized to meet your needs but may include:

 

Outsourced Account Closures  *  Audit of Pre-Planning and Current Progress  *  Detailed Asset Inventory  *  Personalized Checklist  *  Payment and Deadline Calendar  *  Account and Login Organization  *  Email Reminders for Important Deadlines  *  Regular or Ad-Hoc Meetings  *  Professional Service Provider Recommendations in your Area  *  Coordination with Existing Service Providers  *  Source and Hire Vendors  *  Memorialize Social Media  *  Personalized Research based on Client Needs  *  Ongoing Support

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$200/hour

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