When the time comes, we help your family close accounts

Losing someone is hard enough. We take on the phone calls, the hold music, and the checklists, so your family has more room to grieve and remember.

What our team handles

With the executor's written authorization and a death certificate, our team handles the legwork of closing or transferring everyday accounts, including:

Streaming services and memberships
Car washes, gyms, and clubs
Phone and internet service
Other recurring charges that renew on their own
Email accounts
Social media memorialization or removal, following each company's own process

Insurance, banks, credit cards, and investments

These usually need to hear from the executor directly. For these, we prepare the paperwork, make the calls with the executor on the line, and keep a checklist so nothing is missed. The executor speaks for the estate. We help it go smoothly.

How we work

We never act without the family's authorization.
We do not log into financial accounts as the person who passed.
We follow each company's official process for deceased account holders.
We keep a written checklist and share our progress with the family.

If there is a Legacy Access Plan in place

When a plan was made ahead of time, the family has one place to look. The account list shows what exists, which ones to keep, and which ones to stop. Legacy contacts that were set up can request access through Apple, Google, or Facebook. It makes a real difference.

If there is no plan

That is all right. Many families call us without one. We can help find recurring charges on statements, identify accounts from email, and build the checklist from there.