Legacy and Estate Organization

You may benefit from working with us if you want to...

Create peace of mind

Knowing your family won't have to struggle with unanswered questions can bring a sense of peace and closure to everyone involved

Save time and money

Well-organized estate can save your loved ones from potential legal headaches and financial stress at a time where they're already grieving.

Organize critical details

From financial accounts to subscription services to utilities, we'll help you create easy-to-follow directories that cover every detail of your unique legacy and estate

Reduce Confusion

Ensure your family has a clear guide to your financial and legal matters, eliminating the guesswork during difficult times

Preserve your legacy

Capture your family traditions, stories, and personal values that will be passed down for generations

Empower your people

By planning ahead, you give the important people in your life the greatest gift of all - peace of mind, the knowledge to take the steps they need, and the freedom to grieve without added burdens

Working with After Loss Advisors as an executor or family member is investment back into your time. Our services provide an immediate sense of relief as we partner with you to navigate this time together.

62% of families say it takes longer than expected to deal with the tasks and financial demands of a loss.

It takes families and executors an average of 12.5 months to resolve all financial matters following a death.

Nearly two-thirds of Americans do not leave a will or instructions for their wishes after they're gone.

Our Process

Step 1: Discovery Call

We start with a no-obligation consultation to understand your unique needs and answer any questions you may have. We listen to your concerns, talk through your goals, and outline how we can best support you.

Step 3: Creating Your Legacy Plan

We'll guide you through preserving your family traditions, stories and values. This includes documenting cherished family recipes, creating genealogy records, and capturing your funeral and memorial wishes.

Step 5: Ongoing Support

Life changes, and so might your plans. We're here to help you update your legacy and estate documents whenever needed, ensuring your plan always reflects your current wishes.

Step 2: Information Gathering

Together, we'll gather all essential information, creating directories for your legal, financial, subscription, medical, and property details. This stage includes capturing your digital estate and password management systems.

Step 4: Final Review and Presentation

Once we've compiled all the necessary details, we'll present you with a clear, organized plan that your family can easily follow when the time comes. You'll have peace of mind knowing every detail has been taken care of.

Quick Start Strategy Session

Hourly Packages

Customized Solutions

5hrs: $875 ($175/hr)

10hrs: $1500 ($150/hr)

20hrs: $2500 ($125/hr)

$450

Varies

• Comprehensive, hands-on assistance

• Ideal for those who need more specific guidance and proxy services to complete tasks

• Unlimited communication access for the duration of the package

• Tailor-made solutions for your unique challenges

• Flexible pricing based on the scope of your needs

• Full-service estate management and legacy organizing, or after-loss support, customized just for you

Unsure which option is the best choice for you? Schedule your complimentary 20-minute discovery call with us today to learn more.

Our Packages

The average length of engagement spend with our legacy and estate clients is between 10-15hrs. For after loss clients, that number increases based on the complexities of the estate and desired involvement of the after loss professional, but has historically ranged from 20-50hrs.

• Quick scheduling options

• Accessible and easy-to-use intake questionnaire

• 75-min 1:1 with an After Loss Advisors team-member

• Receive a personalized action plan within 48 hours*

  *48 business hours

Start your journey to a well-organized legacy today.

Schedule your consultation and take the first step toward peace of mind for you and your family.