We’ll Help You:

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• Create a checklist of tasks and next steps.

• Locate and organize important documents.

• Identify companies and organizations that need to be notified.

• Prepare for account closures and other requests.

• Keep track of calls, paperwork, and follow-up.

• Find professionals who can help with legal, financial, or estate questions.
   

Making the Tasks More Manageable

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You may have a stack of mail, a list of accounts, or no idea where to begin. We help you sort the information you have, identify questions, and organize what needs attention.

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Together, we create a practical task list so you can see what has been completed and what still needs follow-up.

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Notifications & Account Closures

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We help you identify whom to contact, gather requested information, and prepare notifications or account-closure requests.

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Support may include organizing correspondence, preparing questions for companies, and tracking the documents they request.

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Each organization has its own process. The legally authorized person remains responsible for approvals, signatures, and account decisions.

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Paperwork & Follow-Up

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We can help organize documents, prepare for calls, take notes, and track responses so you don’t have to keep every detail in your head.

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You remain in control of your information and decide which tasks you want help with.

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Connecting You With the Right Help

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Some questions need an attorney, financial professional, accountant, or benefits representative. We help you identify the appropriate resource and prepare questions for that conversation.

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What to Expect

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1. Tell us where you need help.

We begin with a conversation about your situation and the tasks that feel overwhelming. There is no charge for this initial conversation.

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2. Make a manageable plan.

Together, we choose priorities and agree on the support, estimated time, and cost before paid work begins.

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3. Work through the details.

We provide the agreed support, keep track of progress, and help you identify the next steps.

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Pricing

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$60 per hour

• In-person appointments: two-hour minimum ($120).

• Virtual appointments: one-hour minimum ($60).

• Research, calls, and coordination completed on your behalf are billed at the same hourly rate when agreed in advance.
   

In-Person or Online

We serve Lynchburg and surrounding counties. Virtual appointments are also available through Zoom.

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Our Role

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We provide practical organization and support. We do not provide legal, tax, or financial advice, act as an executor, or settle estates. Decisions and authorizations remain with the legally authorized person.