BEREAVEMENT CONCIERGE SERVICES

The death of a spouse or family member can be a very traumatic experience. We offer a unique service as a personal or family bereavement assistant. We understand when you have recently experienced a death in your family it can be hard to cope with. There are so many things to do.

Along with funeral arrangements, the amount of paperwork can be very overwhelming. Our bereavement concierge service can help guide you through this. We have a specialized system that makes this process as easy as possible. In fact, you should save on attorney fees. Our low fee is:

$195.00 for 5 hours *

*After initial 5 hours, if additional time is needed we will be available at extra cost

• During your loss, is emotional support your most important need?
• Do you feel overwhelmed?
• Paperwork can be confusing and complex for each financial institution.
• Each company will have their own process. While grief stricken you will be responsible to provide accurate and complete documents to multiple companies.
• With our experience we know how to easily deal with these many issues, and relieve you of unnecessary burdens

Our services provide:

• Home visit
• Emotional support a shoulder to lean on, an empathetic voice to talk to.
• Help analyze, prepare and forecast your anticipated financial future.
• Gather up documents, and assist in paperwork related to financial needs:
• Will
• Trust Documents
• Social Security Card
• Loan and Lease Documents
• Birth Certificate
• Stock Certificates
• Brokerage account statements
• Bank Statements
• Mortgage documents
• Deeds
• Retirement plan documents
• Employment contracts
• Partnership agreements
• Divorce agreements
• Death certificate
• Tax returns (3 years)
• Safe deposit box info
• Homeowners policy
• Health insurance policy
• Help plan future financial needs

971-327-8847