Estate & Legacy Organizing
Peace of mind for you.
Peace of mind for your loved ones.
It takes families an average of 12.5 months to resolve all financial matters following the loss of a loved one.
Sixty-two percent of families say it takes longer than expected to deal with the tasks and financial demands of a loss.
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Nearly two-thirds of Americans do not leave a will.
Source: The Cost of Dying, 2023 Report by Empathy
Planning and organizing in advance reduces the burden on your loved ones
Our unique approach assures that each facet of your estate plan is examined, so everything is in order for your loved ones when they need it most.
Our legacy organizing services are designed to review and organize any preexisting documents or plans you may have. In addition, we specialize in capturing the often overlooked details, from cherished traditions to the intricacies of digital assets, accounts, and passwords.
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Here's how we'll help
After Loss Advisors will send you a comprehensive discovery questionnaire to assess where you are in your personal legacy planning journey.
Assess
Discuss & Audit
Complete & Maintain
Following our initial meeting, After Loss Advisors will create a thorough and individualized checklist of action items to establish your own Legacy Plan. We will work alongside you to compile all necessary items.
We will meet to audit your current estate documentation and organization, and review other areas you may wish to incorporate or detail further.
Upon compiling all necessary and desired documents, we will finalize your Legacy Plan in a physical or virtual format to your liking. To ensure all critical information stays up to date, we offer a yearly checkpoint to ensure your information and wishes are up to date.
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Make & Execute a Plan
Let's Connect
Email: hello@afterlossadvisors
Tel: 970.439.0592
Disclaimer: After Loss Advisors LLC does not claim to be be attorneys, financial advisors, or CPAs. We do partner with these resources when needed, and can connect you with our network of vetted professionals. Any information or communication you provide to After Loss Advisors LLC is not protected by an attorney-client privilege and are instead governed by our Privacy Policy. For additional information, please review our Terms & Conditions.
