Comprehensive Concierge

Broader coordination covering home, digitial, and vendor management

White Glove Estate Transition

Full-service management for every logistical, personal estate, and digital detail

Essential Coordination

Focused support for the most immediate and practical after-loss needs

Essential Coordination

Focused support for the most immediate and practical after-loss needs

Customized support starting at: $799
This package includes services we provide directly, as well as coordination with trusted vendors. Vendor fees are billed directly to the family; our in-house services are included in the package price.

What’s Included
• Connection with a licensed funeral home or crematorium
• Scheduling and communication with funeral providers
• Obituary drafting and submission support
• Notifications to employers, schools, and community organizations
• Canceling credit cards and automatic payments
• Subscription and membership cancellations
• Notifying Social Security and key service providers
• Digital essentials: email, social media, and streaming account closures
• Grief counselor and support group referrals

Typical Timeline: 1–2 weeks of coordination

Comprehensive Concierge

Broader coordination covering home, digitial, and vendor management

Customized support starting at: $1,799
*This package includes services we provide directly, as well as coordination with trusted vendors. Vendor fees are billed directly to the family; our in-house services are included in the package price.

What’s Included
• Everything included in Essential Coordination
• Memorial or celebration-of-life venue booking
• Full vendor communication and scheduling
• Home management: mail forwarding, cleaning, and security checks
• Utility closures for gas, electric, water, trash, and internet*
• Life insurance and employer benefit coordination
• Closing or transferring auto loans or leases*
• Vehicle title transfers and insurer notifications*
• Liaison with attorneys, CPAs, or financial planners
• Donation coordination and home item organization*
• Creation of keepsakes: digital photo archive or printed memory book*

Typical Timeline: 2–4 weeks of coordination

White Glove Estate Transition

Full-service management for every logistical, personal estate, and digital detail

Customized support starting at: $2,999
*This package includes services we provide directly, as well as coordination with trusted vendors. Vendor fees are billed directly to the family; our in-house services are included in the package price.

What’s Included
• Everything included in Comprehensive Concierge
• Full home cleanout, organization, and estate sale coordination
• Property management: ongoing maintenance, utilities, realtor referrals
• Vehicle sale coordination (percentage of sale applies)*
• Consolidated reporting of all account closures and transfers*
• Digital legacy processing and archival organization*
• Photo digitization (included)*
• Up to 90 days of extended executor support*

Typical Timeline: 4–8 weeks of coordination
(extendable for multi-property or complex estates)

**Clients who select this package will receive the first year of Digital Legacy at no cost. (Does not include Password Vault or set up Options)

Concierge Care Packages $0 thru January 31!

All packages are fully customizable and can be tailored to the unique needs of your family, home, and situation.

*Direct Vendor rates apply

A-la-carte Services

Build a personalized plan to fit your family’s needs.

• Obituary drafting and submission
• Digital and social media account closures
• Utility and subscription cancellations
• Estate sale coordination
• Home cleanout and donation coordination
• Grief counselor and support group referrals
• Ordering certified death certificates
• Organizing and scanning important financial records
• Photo digitization
• Pet re-homing support
• Short-term childcare or nanny coordination