After Loss Services
If your spouse, parent, or loved one has passed away and you wish there was someone to help you get through all of the paperwork and tasks that fall to you, we can help. You’ll get more time with family and friends and less time worrying about missing something, doing things in the wrong order, or making costly mistakes. Most clients are able to reimburse themselves for this administrative service from the assets in the estate.
Have something on your plate that you don’t see listed below? Get in touch. We’ll do our best to find a way to support.
No two losses are the same.
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The grief and family dynamics that can accompany the loss of an elderly loved one can make it difficult to sort out what needs to be done first. They may have some things in place (such as a will, trust, or other directions) that make their wishes clear. In these circumstances, Compass Coordinators can work closely with the estate attorney handling probate and keep track of what needs to get done and what has already been taken care of.
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When a young adult dies, they often do not leave a will or instructions to access their technology and online accounts. It can be overwhelming to try to figure out where to start and what to do in the midst of profound grief. Compass Coordinators comes alongside you to create a custom plan of people to contact, accounts to close, and more. We help simplify even the most chaotic and complex situations so you have time to heal.
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When you experience a sudden or traumatic loss, there are a number of decisions you may be faced with that you feel completely unprepared to handle. A patient, dedicated coordinator from Compass can help you navigate things such as fundraising, creating a memorial or scholarship, connecting with support groups, and more.
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When your loved one was a member of the Army, Navy, Air Force, Coast Guard, Marine Corps, Reserve or National Guard, paperwork is abundant. The forms can be confusing, phone calls frustrating, and it’s the last thing you want to go through while grieving. Compass Coordinators can help you figure out your next steps and complete forms for benefits in a timely manner to alleviate financial stress.
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Every life is precious and every person is a unique individual. The LGBTQ+ community can encounter some upsetting assumptions and roadblocks after a loss, even today. When you work with Compass Coordinators, you know you are being treated with the care and sensitivity you deserve. Whether it’s advocating on your behalf, making specialized requests, or dealing with messy family situations, we’ve got your back.
The Executor’s Roadmap
If you’re looking for help mapping out what’s ahead on the estate administration journey, this is the option for you.
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With this plan, you can expect an initial meeting that lasts approximately an hour and a half. We’ll ask a lot of questions and take lots of notes that will help us create your customized plan. You’ll get a month of support to make sure that your plan works for you and to help you get started.
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Complete information on every step of the process so it’s clear what needs to happen first and what needs to wait
Research into particular questions and issues related to the estate
Recommendations for professionals such as attorneys, financial advisors, and estate sale companies
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$599
Ongoing Support
When you work with a dedicated coordinator, you know you’re supported every step of the way.
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An ongoing support engagement is month-by-month with the option to stop any time you’re ready. You can expect an initial meeting that lasts approximately an hour and a half that will give us the information to create your customized, prioritized plan. We meet weekly (typically virtually) to update each other on tasks completed and work to prioritize the next batch, making sure that everything is documented and nothing falls through the cracks.
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Complete information on every step of the process so it’s clear what needs to happen first and what needs to wait
Research into particular questions and issues related to the estate
Recommendations for professionals such as attorneys, financial advisors, and estate sale companies
Support with calls, meetings, and emails to professionals and organizations to keep things moving
Property: arrange for management of household services and tasks
Vehicles: assist with tasks needed to transfer ownership or sell
Military: assist with process to apply for benefits
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Every estate is unique, because every person is unique. Contact us today for a custom quote for ongoing support with your estate administration tasks.