After Care Service
What takes most people weeks to do, we can help you accomplish in an hour or two. Let us walk beside you and guide you to complete the necessary tasks that need to be performed after a death occurs. We can provide a private session to assist the surviving family member with the following:
Government Related Activities: Social Security, Veterans Administration, Office of Personal Management
Finances: Pension Plans, 401K/IRA/Annuities, Credit Cards, Bank Accounts
Insurance: Life Insurance, Medicare/Health Insurance, Car/Home Insurance, Change Beneficiaries
Estate: Wills/Trusts/Probate, Real Estate Title, Vehicle Title
Protection: Credit Bureaus/Fraud Alert, Stop Junk Mail/Solicitor Phone Calls, American Association of Retired Person (AARP), Deceased Registry, Cancel Subscriptions/Memberships
Planning Matters
Whether you’re acting in the moment or planning ahead, let us guide you.