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 and venue booking
• Obituary drafting and submission support
• Notifications to employers, schools, and community organizations
• Mail forwarding
• Subscription and membership cancellations*
• Utility closures for gas, electric, water, trash, and internet*
• 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
• Administrative Notifications for banking and credit cards
• Rental Leases Notification*
• Life insurance and employer benefit coordination
• Administrative support for loans including auto
• 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 coordination: ongoing maintenance, cleaning, utilities, and realtor referrals
• Vehicle sale coordination
• 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)

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

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
• Organizing and scanning important financial records
• Photo digitization
• Pet re-homing support
• Short-term childcare or nanny coordination