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Estate Closure


After a loved one's passing, there are many details to manage. Our virtual services are designed to support you by completing some of the administrative tasks that are required; that way you can keep your head and heart where they need to be.
​We know this is a difficult time; you don't have to do it all on your own.
We can: 
  • ​Cancel future appointments and existing memberships
  • Close or memorialize social media accounts
  • Contact agencies for account owner changes (cable, cell phone, etc.)
  • Provide resources for additional support 
  • Help you address other concerns​​
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"Our family had a very stressful year. Within 3 months, we lost both my Mother and my husband’s Mother.  Two days after my Mother’s funeral, we became full-time caregivers for my Mother-in-Law when she moved in with us for the last few months of her life.  Sarah was a great asset in settling their affairs. She was able to offer assistance in claiming their life insurance policies, closing out utility accounts, and making sure we didn’t miss any important estate details. If she didn’t know the answer to any of our questions, she found a way to get the answers we needed, saving us time and frustration.  Handling your loved one’s affairs while grieving is a difficult process and Sarah made the process as smooth as possible."

-​KS

Estate Closure Checklist

If you have recently lost a loved one, and you're not sure where to start, feel free to reach out, or download our checklist.

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    • Home
    • Contact
    • About
    • Testimonials
    • Resources
    • Estate Closure
    • Pre-planning