Pricing Guide
| Pre-Memorial Service Package: $3,500 | Post-Memorial Service Package: $,500 |
| Locate original estate planning documents | Notify the Social Security Administration (SSA), credit reporting agencies (credit freezing), and other institutions of the death. |
| Coordinate arrangement for minors and pets | Cancel recurring services (utilities, maintenance, subscriptions), driver's license, credit cards |
| Provide a list of funeral homes or burial sites | Recover other certified documents as needed (marriage certificates) |
| Provide a referral list for repass/post-funeral gathering venues | Submit death certificates to SS offices, insurance companies, and other institutions |
| Coordinate and provide a referral list for flowers | Forward mail |
| Coordinate payment for internment and monument engravement | Track down assets for clients |
| Gather information regarding assets, including life insurance and real property | Coordinate and provide recommendations to the CPA, insurance companies, and financial advisers |
| Provide guidance for obituary drafting | Determine the necessity of probate |
| Determine Veteran assistance with arrangements, if applicable | Record beneficiary deeds, if applicable |
| Assist in the search for missing loved ones | Assist with determining next steps for assuming mortgage or other debts |
| Inform the employer (HR) of the death, determine if there is a death benefit, and obtain the last paycheck | Assist with transferring vehicle title to heirs |
Pre-memorial & Post-Memorial Package- $7,000
*If probate is necessary, 50% of post memorial fee will be applied to probate fees.