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Services
BASIC

WORKBOOk

Use the LooseEnds workbook for a self-guided approach to either estate planning or administration

STANDARD

First Step

Receive extra support and guidance at the beginning phases and then take it from there

PREMIUM

CONCIERGE

Work with our After Loss Consultants to cover multiple stages when winding down affairs

Workbook

Use our DIY Workbooks if you want a self-guided option that you can do on your own time and at your own pace.  Available workbooks include:

Estate Planning Workbook

If you are ready to take the plunge and start your own estate plans, use this workbook to guide, support, and organize your plans.

Estate Administration Workbook

If you have recently lost a loved one and are the executor for their estate, use this workbook to guide, support, and organize your work as you manage their estate.

$20 per workbook

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Executor Workbook
Web Consultation

First Step

Receive five hours of dedicated support from our team to jump start your progress with logistics after the death of a loved one. This service helps during the first month and you receive:

- Audit of Pre-Planning and Current Progress

- Detailed Asset Inventory

- Personalized Checklist

- Payment and Deadline Calendar

- Account and Login Organization

$700 flat rate

First Steps

CONCIERGE

Receive one-on-one support with a member of our consulting team to guide and assist with the details that arise after death. Tasks are customized to meet your needs but may include:

- Audit of Pre-Planning and Current Progress

- Detailed Asset Inventory

- Personalized Checklist

- Payment and Deadline Calendar

- Account and Login Organization

- Notify Organizations of Death

- Help Canceling Accounts and Services

- 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

- Personalized Research based on Client Needs

- Ongoing Emotional Support

$200 per hour

Couple Sitting with Financial Advisor
Concierge
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