Estate Closure
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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
