Pricing Guide
Pre-Memorial Service Package: $3,500 |
Post-Memorial Service Package: $5,000 |
Locate original 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.