RHEA Services
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Estate Closure

Our estate closure services are designed to bring relief by providing assistance and administrative support after losing a loved one. From making phone calls to closing accounts, we'll be here every step of the way so you can keep your head and heart where they need to be. Whether you're a partner, relative, or friend, you can lean on us during this challenging time, knowing all the details are taken care of.
How: 
Our virtual services are designed to ease the burden of this difficult time. Through video chat, e-mail, and phone we'll work with you every step of the way in a style that fits your needs. We will support the bereaved by completing administrative tasks required to finalize an estate: closing accounts, canceling appointments, finalizing social media accounts, or connecting people with the resources they need.
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Examples:
Task organization 
Contact necessary personnel
​Provide resources for additional support (food, clean up, donations, etc.)
Cancel future appointments and existing memberships
Close/memorialize social media accounts
​Contact agencies for account owner changes (cable, cell phone, etc.)


"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."

-​Karen Scott

Pre-Planning

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Our pre-planning services are designed to help you find peace of mind. Life is full of uncertainty, and it is imperative to be able to find your essential information quickly when you need it. Using the RHEA Services Pre-Planning Guidebook, we will help you record and organize your information into one secure document, and help you consider what someone else would need to know to help care for your family. Once done, you can rest easy knowing that you and your loved ones will have the information you need when life throws you a curveball. 

Examples:
Help catalog financial records, will, and estate plans
​Compile important documents 
Help to simplify and organize online accounts 
Detail care needs for your children and pets
Provide essential business information
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Our guided pre-planning sessions will walk you through filling out the RHEA Services Pre-Planning Guidebook, gathering all the necessary information for Insurance, Medical, Dependents, Personal Wishes, Social Media, and more, enabling you to catalog the vital information that is needed for life's many transitions. Our virtual services are designed to provide ease and convenience. Through video chat and phone we'll work with you in a style that fits your needs.  Through 3 guided sessions, we can help you gain peace of mind for yourself and your loved ones. 
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“This is such a wonderful service. Life has a lot of moving parts, and knowing I have this reference book for myself and loved ones gives me such peace of mind. All my important info is now in one beautiful book. It’s easily updatable and very thorough. Sarah is kind and trustworthy. She makes difficult but necessary conversations so easy and comfortable.”

​- BT

Notary Services

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We offer on-site notary services.
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  • Home
  • Contact
  • About
  • In The Community
  • Blog
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  • Services