Pricing Guide

Pre-Memorial Service Package: $3,500

Post-Memorial Service Package: $5,000

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.