What does an after loss administrator do?

  • This is always the first step. We will ask a lot of questions, but it’s okay if you don’t know the answers. We use this information (or lack of it) to create the list. It includes:

    ●      A Working Road Map

    ●       Answers “What’s Next?”

    ●       Research that needs to be completed by you or by us

  • An estate attorney will give you a list of paperwork you need to provide, but won’t come to your home to gather it. We will.

    You want to take care of the decedent’s digital assets but don’t know the passwords? We will help you figure out what you need to do. (Hint: Trying to log on with incorrect information is not it.)

    ●       Paper Files

    ●       Computer Files

    ●       Personal Electronics & Digital Assets

    ●       Emails

    ●       Financial Statements

    ●       Legal Documentation

  • ●       Call to cancel doctor appointments

    ●       Work with the local cable or cell phone service

    ●       Notify insurers

    ●       Remove the decedent from mailing lists

    ●       Cancel subscriptions

  • ●       Secure a non-occupied residence

    ●       Ensure the necessary bills get paid

    ●       Coordinate with local services

    ●       Ship

  • I can help you sort through your items and decide what to keep, store, or part with. You can choose a full concierge downsizing service for a smooth and low-stress move, or just select the specific help you need.

    ●       Select what you want to take with you

    ●       Archive your memorabilia

    ●       Space planning

    ●       Sort and manage your belongings

    ●       Disburse items you aren’t taking with you

    ●       Prepare your home for the market

    ●       Unpack and Settle-In

  • After serving as an executor, people realize they need to get their own estate matters in order. Help your future self and loved ones by preparing today.

    ●       Organize Essential Papers

    ●       Prepare your Legacy Paperwork

    ●       Create a Home Inventory

  • Going through the things our loved ones leave behind can be overwhelming. Don’t do it alone.

    ●      Preserve your memories, photos, and family stories so you and others can enjoy them.

    ●       Determine what you want to pass down and how you want to preserve your family archives.

    ●       Tackle those mystery boxes so you know if they are trash or treasure (usually some of both!)

    ●       Learn how to let the memories serve you, instead of you serving the memories.

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