After a death, families are often asked to manage unfamiliar financial, legal, household, and administrative responsibilities while they are grieving. PALS provides one-on-one support, either by serving as executor or by working alongside the family member who is. We organize the work, coordinate the people involved, and help move the estate from the first assessment through final distribution.
We Can Help With
- Serving as named or successor executor
- Supporting a family member who is serving as executor
- Locating assets and organizing estate records
- Coordinating with attorneys, accountants, and other professionals
- Managing bills, accounts, benefits, and property projects
- Tracking the estate through final accounting and distribution
- Home clearing, sale, and property transition
What We Handle
Estate Organization and Professional Coordination
- Gathering the will, trust, death certificates, account records, and other essential documents
- Creating an organized estate roadmap with priorities, responsibilities, deadlines, and follow-up dates
- Coordinating with the estate attorney, accountant, financial adviser, funeral home, and other professionals
- Supporting probate filings, required notices, and Orphans Court matters under appropriate professional guidance
- Maintaining contact, submission, document, and decision records throughout administration
Benefits, Accounts and Digital Matters
- Notifying Social Security, employers, pension plans, insurers, and benefit administrators
- Requesting and tracking life insurance, retirement, and survivor benefit claims
- Coordinating authorized bank, credit card, subscription, and service account closures
- Researching possible missing accounts, policies, pensions, refunds, and savings bonds
- Helping address social media, online subscriptions, email, and other digital accounts
Financial Administration
- Locating assets, accounts, debts, recurring expenses, and sources of income
- Organizing date-of-death values and supporting information for the estate inventory
- Managing authorized bill payment and maintaining a complete estate transaction record
- Tracking creditor correspondence and coordinating questions with the estate attorney
- Gathering tax documents and coordinating final individual, inheritance, estate, and fiduciary filings with qualified professionals
Home, Property and Final Settlement
- Securing the residence and helping maintain insurance, utilities, and essential services
- Inventorying personal property and coordinating appraisals, donations, estate sales, cleanouts, and moving services
- Organizing real estate preparation and sale with the executor, attorney, and real estate professionals
- Preparing information for beneficiary updates, accountings, releases, and approved distributions
- Tracking remaining obligations and records through final settlement and estate closure
Frequently Asked Questions
Can Complete Care 4 Life Care Services be named as executor before someone passes away?
Yes. Many clients choose to name us in the will itself, particularly when there is no family member nearby or willing to serve. We can also step in as a successor executor if the originally named person is unable or unwilling to serve.
Do you replace our attorney or accountant?
No. Our staff fills the administrative and logistical gaps among the professionals involved. We coordinate closely with the estate attorney, accountant, financial adviser, and other specialists. Legal decisions remain with the attorney, tax matters remain with the accountant or tax professional, and investment advice remains with the financial adviser.
What if a family member is already named executor?
The family member remains the executor and retains decision-making responsibility. We work under the executor’s direction to organize the estate, coordinate professionals, complete authorized administrative tasks, and maintain the plan and follow-up schedule.
When should we contact you?
You may contact us while planning ahead or at any point after a death. Early support can help protect property, identify urgent deadlines, organize essential documents, and prevent the family from taking steps before the executor’s authority and the probate requirements are clear.
What should we bring to the first meeting?
Bring whatever is currently available. Helpful items include the will or trust, death certificates, court appointment documents, recent account statements, bills, insurance information, property records, tax returns, and a list of professionals or institutions already contacted. We will help identify what is missing.
Can your staff make calls and complete paperwork for the executor?
Yes, when the engagement includes proxy support and the institution accepts the available authorization. Some organizations will communicate only with the executor or require their own forms. We clarify the requirements, prepare the paperwork, and track each item through completion.
How is a Professional After Loss Services different from our existing care management services?
Care management supports a client while they are living. PALS addresses the administrative and logistical responsibilities that arise after death. For families we already serve, the same team can provide continuity because we understand the client’s history, household, professionals, and existing systems.