At Legacy Planning and Probate, our team is a part of a greater Estate Planning community that includes other professionals. In an effort to connect with like-minded professionals within our niche, we endeavor to use the summer time to expand our network in order to better serve our clients. Kylee with After Loss Advisors is one of those professionals, and we’re excited to highlight her company’s services!
Estate Planning seems to be a familiar to-do on most people’s radar, especially individuals with young children, individuals who have recently lost a loved one, or individuals who consider themselves to be planners. But what about a full-scope plan using services like legacy organizing or after loss consulting? What is this type of service and why might you consider engaging with one as part of your legacy planning? Recently we met up with After Loss Advisors to discuss why legacy organizing is more than a preparation for the inevitable.
Kylee with After Loss Advisors feels her firm’s services act as a celebration of life in the present and a gift for the future. After Loss Advisors is a full service, customized concierge service offering legacy organizing. After Loss Advisors operates from a place of planning and organizing in advance to reduce the burden on loved ones. At Legacy Planning & Probate we too hold that planning for tomorrow, today is the way! In light of thorough preparations, we suggest an organized manner of keeping all the important paperwork related to your estate and financials in a one stop place to assist an Executor finding all the things they may require when closing your affairs. Kylee and her team are the perfect resource for this service. Recently, Kylee announced they’re now a registered professional through “Artifcts” to offer memory and treasure preservation services. This service add-on could look like decluttering physical mementos, collecting the special stories behind specific photos or treasures, and other means of capturing significance behind heirloom items. After Loss Advisors also offers consulting to help your loved ones tackle life’s unexpected plays. Their caring support and expert guidance can make a challenging time much more manageable.
These type of service providers offer their expertise to reduce decision burden or come to help during challenging times. After Loss Advisors provides assistance with the choices you have for your body after you've passed - an empowering knowledge to hold. After Loss Advisors has helped surviving spouses understand the support available regarding Social Security benefits, which can make a significant difference. From miscellaneous research and task completion to digital estate management, after loss consulting provides the assist. An Executor or Administrator may find these services valuable for financial asset inventory, budget creation, building an estate’s professional care team (attorneys, CPA, realtors, financial advisors, etc), documentation and accounts (think subscription services and cancellation), and property and real estate coordination (downsizing and appraisal). To ensure all critical information stays up to date, they even offer a yearly checkpoint to ensure your information and wishes are up to date.
We encourage you to check out After Loss Advisors’ Instagram page for more information on their services as well as their website with guidance on where to start. With summer vacations coming to an end and school about to start, maybe you're considering decluttering and organizing your own space. If you'd like to learn more about their services and how they could help you with your own Artifcts, schedule a complementary consultation with After Loss Advisors today using this link.
A legacy is a long lasting impact left with someone after you’re gone. Establishing a legacy is more than just success in the now! Whether the legacy is a tangible item, core value, work ethic, devotion to family, faith, or the life you lead, legacies are rooted in forming lasting impressions and serve as an example for generations, to guide their future endeavors. Legacy Planning and Probate looks forward to assisting you with estate planning matters so you may plan for tomorrow, today.