Frequently Asked
Questions

Yes! You can either purchase their service for yourself, to add to an estate plan, or you can gift this service to someone else.

This service is a one time fee, and our team of estate specialists are always here to help. If you have follow up questions weeks, or months after the service is completed, we encourage you to call, or email us to help you!

Most people have never gone through the process of wrapping up estate issues before. Even if you have, this is not your area of expertise. Fact of the matter is this process can be both difficult and complex. In a recent audit of social security they found that 82% of widows were not receiving their full Social Security spousal benefits. That is because nobody was helping them claim that benefit. The other aspect that makes this process difficult is the grief factor. Nobody wants to pick up the phone and wait on hold for and hour while they are grieving. This is why the average family takes over six months to feel like they have wrapped everything up.

On the other hand, we do this every day. We know who to call and what to say. We are not grieving so it is easy for us to work with pushy government or financial institution employees. Our average family can have everything done in under two hours. Not only are we saving time but we make sure you aren’t missing anything.

We never store, keep, use or sell personal information. Some information is kept in our CRM, but the birthdate and Social Security number deletes when we mark the file done. Things like account and policy numbers are written on a paper form. As soon as we are done assisting you the form is shredded. There is nothing stored electronically or physically that someone could steal or hack. We also provide information to DMAchoice.org to assist the family members and caretakers to remove the names of deceased individuals from marketing lists.  We additionally will set up one year of fraud protection so nobody else can misuse your personal information. One of the reasons we created this service was so that families did not give personal information to the wrong person. Our mission is to keep your information as secure as possible.