Estate & After Death Support: Legacy Navigator
You’re grieving. You shouldn’t have to manage everything alone.
When someone dies, someone else becomes responsible for everything.
We step in as your guide and support system, handling logistics, organizing the process, and helping you move forward step by step.
When This Support Helps
After a death, families are often asked to make decisions, find documents, answer questions, return calls, secure property, sort belongings, manage deadlines, and begin the long administrative process of settling a home or estate, with urgency, and all while grieving.
Legacy Navigator support is for the space between loss and the final resolution.
This work may begin in the first hours after a death, when there are immediate practical needs: securing the home, checking on pets, changing locks, stopping deliveries, locating paperwork, identifying next steps, or helping the family understand what needs attention first.
It may also begin weeks or months later, when the funeral is over but the paperwork, belongings, bills, calls, forms, appointments, and unanswered questions are still there.
Some families need someone beside them through the whole process. Some need help for one difficult day. Some need a clear list, a phone call plan, or help understanding what the attorney, court, funeral home, bank, or accountant is asking for.
The level of support depends on the family, the estate, the home, the timeline, etc.
We Start Where You Are
If you have just lost someone, you may not know what kind of support to ask for. That is okay.
We can begin with what is most immediate: what has happened, who is involved, what feels urgent, and what is still unclear. From there, we can identify the next right steps.
Support can be brief or ongoing. It can begin in the first hours after a death, after the funeral, during probate, while clearing a home, or near the end of the process when the final loose ends still need attention.
You do not have to arrive with a plan. We can make one together.
What Legacy Navigator Does
Provides Immediate Support
Executor/Administrator Guidance
Estate Logistics & Coordination
Manage the Paperwork after a Death
Home Clean-Out
Asset Distribution
Donation & Liquidation Coordination
Family Coordination & Mediation
Resource Navigation
What Legacy Navigator Support Looks Like
Legacy Navigator provides administrative, organizational, and practical support during the process of settling a home, managing belongings, and moving through the business of death. It is not a preset package, but is instead shaped around what each family needs and how much support is actually useful.
This work may be hands-on, advisory, or somewhere in between.
Immediate Logistical Support
In the first hours or days after a death, families may be focused on funeral arrangements, travel, relatives, and the shock of loss. At the same time, the home, pets, mail, keys, deliveries, food, medications, and urgent household needs may still require attention.
Legacy Navigator support can help stabilize those early details and create a clear first-step plan. The goal is to make the first wave of logistics feel less scattered and less isolating.
Executor and Administrative Support
Serving as an executor, administrator, or family representative can be overwhelming, especially for someone doing it for the first time. Even with an attorney involved, families are often responsible for gathering records, tracking paperwork, making calls, finding receipts, and following up on tasks.
Legacy Navigator support can help organize that process. This may include task lists, timelines, document folders, receipt tracking, court-accounting preparation, and helping translate professional requests into plain English.
We do not replace the attorney, accountant, or financial professional. We help the family understand what needs to happen, gather what is needed, and keep the process moving.
The Business of Death
After someone dies, there is often a surprising amount of phone call labor: utilities, subscriptions, insurance, banks, benefits, memberships, online accounts, and more. Each call may require different information, different forms, different timing, and different emotional energy.
Legacy Navigator support can help make that labor more manageable.
Depending on the situation, we can help prepare the call list, sit beside you while you make the calls, make calls for you, or help manage appropriate administrative follow-up. The goal is to turn a scattered, exhausting process into something more organized and less isolating.
Home, Belongings, and Estate Contents
Settling a home is often one of the hardest parts of the process. A house may hold furniture, photographs, tools, clothes, and ordinary things that suddenly feel impossible to sort.
Legacy Navigator support can help manage the transition from “home” to “house.”
This may include sorting belongings, identifying what should be kept, donated, sold, distributed, or discarded, and coordinating with the appropriate vendors to make it all happen.
Some families need someone physically present. Others need a plan, a vendor list, or help deciding what order things should happen in.
Sentimental Items and Family Distribution
Not everything important is named in a will. Some of the most difficult decisions involve photo albums, jewelry, letters, collections, recipes, and personal objects that carry memory.
Legacy Navigator support can help families approach those decisions with more structure and less conflict.
This may include creating inventories, documenting stories attached to meaningful objects, identifying sentimental items, and helping families use a fair process for distribution.
The goal is not just to divide things. The goal is to move through emotionally loaded decisions with care, transparency, and as much fairness as possible.
Ongoing Coordination
Estate and after-death work rarely happens all at once. It may unfold over days, weeks, months, or longer. There may be urgent tasks, waiting periods, paperwork, belongings, follow-up calls, and final loose ends.
Legacy Navigator support can continue for as long as it is useful.
For some families, that means one consultation and a clear plan. For others, it may mean support from the moment of death through the final piece of paperwork being received and put away. Many families need something in between.
The work is shaped case by case. We can be beside you, behind the scenes, deeply involved, lightly involved, or available only for the parts that feel hardest to manage alone.
Legacy Navigator support is generally billed at $250/hour. Larger or ongoing matters may be structured with an initial retainer, phased estimates, and regular check-ins about scope and cost. You can review more detailed pricing and cost information here.