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The After Loss Toolkit

The After Loss Toolkit is designed to support families through the logistics of handling a loved one’s passing. It provides a step-by-step guide to help you navigate the tasks and responsibilities, so you can focus on healing.

Understanding the Terminology

• Codicil: A legal document that modifies or adds to an existing will.

• Decedent: An individual who has passed away.

• Dependent: A person who relies on the decedent for financial support, potentially impacting estate distribution.

• Disposition: The act of distributing or transferring property or assets as outlined in a will or trust.

• Estate Organization: The process of creating clear directories and lists of assets, accounts, documents, personal property, and personal wishes to ensure your affairs are managed according to your intentions.

• Estate Planning: The process of arranging for the management and disposal of a person's estate during their life and after death, often involving wills, trusts, and other legal documents.

• Intestate: The condition of an individual who dies without a valid will, resulting in state laws governing asset distribution.

• Legacy: The lasting impact, values, memories, possessions, and assets you pass to future generations.

• Payable on Death (POD): A financial account designation allowing the account holder to name a beneficiary who will receive the assets upon the account holder's death.

• Personal Representative: An individual (executor or administrator) appointed to administer a decedent's estate.

• Probate: The legal process of validating a will, settling an estate, and distributing assets to beneficiaries.

• Testate: The condition of an individual who has died leaving a will.

• Trust: A legal arrangement in which one party (the trustee) holds property or assets for the benefit of another party (the beneficiary).

• Trustee: An individual or institution appointed to manage a trust, ensuring that the trust's terms are followed and the beneficiaries' interests are protected.

• Will: A legal document that outlines how a person's assets and affairs should be managed and distributed after their death.

A comprehensive glossary to clarify the terms and phrases related to estate planning, executorship, and after loss logistics.

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Frequently asked questions

What partners do you work with?

We are not attorneys, financial advisors, CPA's, or realtors. However, we do work with any existing service partners you or the decedent may have had. If you do not already have trusted professional partners in place, we can facilitate connections for clients in these and other professional fields.

What areas and locations do you serve?

Our services are available nationwide, we are here for your in your time of need. We can support you virtually or over the phone with any of your needs. For clients seeking in-person assistance, we proudly service the great metro-Denver area.

How do you charge for your services?

Please feel confident in knowing that prior to any work with After Loss Advisors, we will review our available packages and pricing. Each individual legacy plan or after loss consulting package varies depending on the needs of the client, so we offer several options to best serve your needs. Please see our Services page for more information.

When should I start working with After Loss Advisors?

Short answer - as soon as possible! Longer answer - whenever you are ready. Planning ahead for our own estates or navigating that of a loved one can come with a certain level of nervousness or anxiety. Specifically for our After Loss packages, many clients find us in the weeks following the decedent's passing. However, we are able to begin providing guidance and resources to clients immediately following a death.

How do I know if I need After Loss Advisors?

If you're feeling overwhelmed with getting started - unsure of where to start, need help getting organized, or need a partner to walk alongside you through the process - we'd love to hear from you. You can schedule your no-pressure complimentary consultation with us today to learn more and ask questions to make sure it's the right fit.

What documents and information do I need to work with you?

We can help you locate or access the documents and information needed to move forward. These can include death certificates, legal documents, financial documents and statements, physical mail, and even one's "digital estate" (email, subscriptions, devices, etc.).