How long does this process take?
Every situation is different. Depending upon the decedent and what they left behind, it can take up to 100 hours or more with that time spread over a few weeks or up to a year or two. You will start your portion of the tasks, then you will wait for responses and continue to follow up as required. We help you determine what tasks are urgent, and what can wait based on experience with thousands of situations over the past 15 years.
What should I expect?
At first, expect to be confused, overwhelmed, and frustrated. This is the reason we created this site. We understand that after someone dies, the people left behind have a difficult time knowing where to start and understanding what is urgent and what is not. By using our site, you are taking control of an inherently chaotic process and replacing a vague sense of obligation with specific action steps. Over time, expect to be guided through the steps you need to take in a methodical, organized, simplified, and secure manner that gives you control, confidence, and transparency.
Who are you?
We are a resource to help you through one of the most difficult times in life. Our goal is to help you identify, prioritize, manage, track, and complete the necessary tasks after a death. We provide guidance through templates, forms, checklists, and instructions to help you through this process.
We are not lawyers, accountants, or grief counselors. We have nothing to do with the funeral arrangements or disposition of a body. We focus on the business side of death. There are countless resources to help you with grief; we help you with the practical aspects only, and we do it with compassion, empathy, and respect.
How can this site help me?
We help you determine what needs attention, how to manage the tasks with checklists and forms, then we help you prioritize, schedule, and get things done. Sometimes, we help you decide that a task does not need to be done, or should be delegated, or deferred by a few months.
The process is broken down into segments and empowers you to take charge with our tools.
- The Decedent Information page page is the first step. By completing the Decedent Information Form, you will have all the information you need to start identifying and prioritizing residential and financial tasks related to the decedent. You will use this form throughout the entire process.
- The Support System page provides information on getting help and includes an Organizational Tools Checklist that will help you manage the residential tasks.
- The Residential Tasks page provides information on what needs to be managed at the residence of the decedent. Many items on the Residential Tasks Checklist can be delegated to a trusted family member or friend.
- The Financial Tasks page provides information on various types of accounts to look for, how to change and close accounts, and important considerations for handling sensitive and/or confidential information. Some accounts can be closed online with the Notify Services and Accounts form, while others may need to be notified by phone. Some accounts simply need to have the decedent’s name removed, or someone else’s name added. Some accounts need to be left alone for a few months as the dust clears. We guide you through the process of figuring out which is which, and we provide a Telephone Script to make the necessary calls less difficult and more productive.
- The Legal Tasks page provides information about what to expect when dealing with the lawyer or legal representative (executor/executrix) involved in your decedent’s situation. The Legal Tasks Checklist will help you locate the documents they need, and better control costs and outcomes.
We want to help you get through the difficult parts of this process as quickly and smoothly as possible so you can put them behind you and get on with your life.
Will your site help me with funeral arrangements and burial options?
Our tools are used after the funeral, when you return to the empty residence of the decedent. We have nothing to do with the funeral or disposition of a body. We focus on the business side of death after the funeral.
Where is the information on grief?
Our tools do not focus on grief. Our goal is to help you get through the business side of death with compassionate neutrality. There are thousands of grief support services available locally and online.