Frequently Asked Questions

What does Compass Coordinators do?

All too often, difficult transitions bring an overwhelming amount of paperwork and tasks along with them at a time when you feel least capable of handling them.

We work with people going through:

• The death of a loved one

• Disability

• Caregiving for a family member

Compass Coordinators comes alongside you to take stock of everything on your plate and break down even the most complex processes into manageable tasks.

We provide resources and a clear plan to help you move through everything that needs to get done so nothing falls through the cracks. In some cases, we can even take care of tasks on your behalf.

Each week, we’ll come together to update each other on what’s changed and what’s been done, which can serve as a helpful and gentle accountability practice to move through the items on your to-do list and give you a feeling of control during a difficult time.

How are your services different from an estate attorney, divorce attorney, or financial advisor?

We are not attorneys or financial advisors, and that’s a good thing! Our focus is on helping you take stock of all of the items on your to-do list and coming up with a plan to get them done.

Our services often complement the specialized support attorneys and financial advisors provide, and we often refer clients to them when needed.

Do you become the executor of the estate?

Compass Coordinators serves as a helping hand to the executor in our After Loss service, but we do not take over that role.

How are you able to make phone calls and close accounts on my behalf?

When you decide to work with Compass Coordinators to complete items on your behalf, we have paperwork naming your dedicated coordinator as an authorized agent. We don’t do anything before first getting your permission, and we communicate regularly to make sure you’re aware of what’s being done for the duration of your engagement. We can’t take everything off your plate, unfortunately, but we do what we can to make it manageable for you.

How do you protect sensitive information?

Keeping your or your loved one’s sensitive information safe is a top priority for us. Any information we need during the course of our work, such as death certificates, account numbers and other details are kept in a secure location and destroyed/ deleted within 30 days of the end of your engagement.

We tightly control permissions to work online and use two-factor authentication to make sure no one has access to files who shouldn’t.