Simplifying After Loss & Estate Organization
Personalized, Step-by-Step Guidance You Can Trust
After Loss Services
Have you found yourself the executor for a loved one’s estate? We team up with family members, executors, and trustees to handle the many tasks needed to settle an estate. Our services include notifying agencies and companies, helping you find important documents and missing assets, assisting with disposing of property, and managing executor duties. Working with us gives you the time and energy to focus on your life, family, and grieving.
Here is an overview of our services which will be customized to your specific needs.
Compile Important Information
We will work with you to create lists of utility accounts, subscriptions, medical contacts, and property details. Critical documents such as birth, death and marriage certificates, Social Security card, deeds and titles will be gathered or ordered if something is missing. We will assist you with inventorying your digital estate, including passwords and unlock codes.
Property & Pet Care
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Ensuring properties are secured, cleaned and maintained during the estate process
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Develop a plan to clear out / empty a property to prepare for its sale
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Assisting with sourcing and hiring professionals such as estate sales company, appraiser, mover and realtor
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Scheduling appointments on your behalf, answering vendor questions and coordinating work
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Identifying options for rehoming pets
Executor Support
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Gathering and organizing important legal documents
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Tracking probate deadlines and documentation
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Asset and debt discovery
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Managing and tracking expenses
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Assisting with the dispersal of personal property to beneficiaries
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Coordinating with your attorney on the executor / administrator responsibilities to ensure deadlines are met
Contacting Organizations
Assisting with Social Security and Veterans Affairs benefit filings
Securing forms to start the insurance claim process
Notifying credit rating agencies to prevent identity theft
Notifying financial institutions (banks, credit card companies, investment firms) to transfer and/ or close accounts; assisting with completion of forms
Cataloging recurring services (streaming, memberships, cleaning service, lawn/snow removal, pest control, etc.); transferring or cancelling the services
Contacting utilities to transfer or close accounts
Notifying friends, trade organizations, associations and schools
Estate Organization
Give you and your loved ones the gift of peace of mind by organizing your estate documents long before there is an emergency. Estate organization services consist of gathering important documents, reviewing them for accuracy, creating a central repository and identifying gaps that require action. You do not need to have a will in place prior to organizing your estate documentation. This process will provide clarity enabling you to have a productive first meeting with an estate attorney.
Our Process
Discovery Session
Please schedule a discovery session with us via our Contact page. We want to learn a few details about your situation and what is weighing on your mind. From there we will discuss our services, process and how we can assist you.
Proposal
Based on our discovery session, Legacy Navigator will prepare a proposal detailing the recommended services and process tailored to your needs.
Commence Work
Upon your acceptance of the proposal, we will create a roadmap of the things to be accomplished. We'll review it with you and your loved one's and then commence work by completing paperwork, making calls and handling details. Regular updates will be provided, giving you peace of mind that progress is being made
"Jane expertly navigated a complicated stock transfer years after my husband's passing, with no beneficiary listed. She researched requirements, completed paperwork, coordinated with shareholder services, and stayed in constant communication. Truly professional, thorough, and committed—she saw the entire process through with care and precision."
Patsy