RHEA Services
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Estate Closure

Our estate closure services are designed to bring relief by providing assistance 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 will support you by completing administrative tasks that are required to finalize an estate: closing accounts, canceling appointments, and connecting people with the resources they need.
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Examples:
​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."

-​KS

Personal 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, gathering the necessary information on Insurance, Dependents, Finances, and more and help you consider what someone else would need to know to help care for your family. Through 3 virtual sessions, we can help you gain peace of mind for yourself and your loved ones knowing that you will have the information you need when life throws you a curveball.
Pre-planning services start at $699.

Small Business Pre-planning

If something happened to you, what would happen to your business?
Most small business owners are extremely busy with running the business and haven’t paused to consider that this vital preparation is an essential task. Over the course of 2 virtual sessions, we will guide you through filling out the RHEA Services Small Business Pre-planning Guidebook, covering everything from Operations to Finances, Legal information, and more. That way, your business won't fall apart even if you're not there.
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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

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  • Home
  • Contact
  • About
  • In The Community
  • Resources
  • Services