Additional Individual Support Services

Upon request:

• Assist with contacting other family members and family friends
• Assist with creating list of Funeral Homes
• Assist with creating funeral / burial / cremation / alternative / green funeral / home funeral arrangements
• Determine if Client belonged to a burial or memorial society
• Assist with specialized funeral arrangements such as military honor guards or other specialized requests, if not a member of a burial or memorial society
• If a traditional funeral, assist with creating a list of places for buffet after funeral, possibly at a church, restaurant, or other family oriented establishment
• Assist with setting up a system to record cards, deliveries, food, food containers, mail, etc.
• Assist family in obtaining copies of Death Certificate, approximately 12 will be needed
• Assist with creating obituary, if needed
• Assist with creating a Hotel list for out-of-town guests, if requested. Family who lost a loved one is not responsible for obtaining hotel for out-of-town guests but creating a list of hotels in the area is a kind and welcomed convenience to out-of-town folks.
• Assist with contacting family members to acknowledge any personal requests they may have, such as some one doing a eulogy, speech or song
• Assist with creating a list of specific charities for donations, in lieu of flowers, that Client may have wanted to contribute to
  
  

  Examples: Animal Humane Society, Cancer Society, local Hospice Care Center, etc.

• Assist with creating list of Social Security Administration or other government agencies that need to be notified, such as Medicare, Veterans Administration.
  
  

  Important Note: that the payment for the month of death will not be made by the Social Security Administration.

• Assist with contacting the Veteran’s Administration regarding survivor’s benefits
• Assist Client with creating a list of their insurance companies to be notified
• Assist with creating list of Beneficiaries
• Assist with contacting and creating list of religious leaders such as Pastor, Rabbi, Priest
• Assist with creating a list of Client household goods & personal belongings
• Assist with listing any creditors or other debt
• Assist with finding an Estate Attorney
• Assist with gathering vital documents & organizing information (Examples: mortgage information, property titles, bank account information, stock certificates, insurance policies, etc.)
• Assist with information gathering to see if the Client controlled or was a principal person in a business, it may be necessary to check to see if there are Buy-Sell Agreements under which the interest of the Client who passed away would be purchased by the business entity or other business owners.
• Assist with creating list of CPA’s or Financial Advisor’s
  
  

  Important Note: The income taxes of the Client who passed away for the year of death need to be filed, and any tax due must be paid. If there is a surviving spouse, the surviving spouse and Client can file a joint return for the year of death.

  Important Note: If there is a Trust, particularly a Revocable Living Trust, it will become irrevocable at the time of death, if not before. A separate tax return, Form 1041, Fiduciary Income Tax Return, needs to be filed for the Trust or the Estate of the Client who passed away if income is received by the Estate or a Trust.

• Assist with creation of list of Child Caretakers and Pet Caretakers and create a childcare / pet care schedule, if needed.
• Assist with creating list of Volunteers for Client and Family
• Assist with determining who will remain at house during both funeral review and funeral services
  
  

  Important Note: Watch out for people who prey upon families who have lost a loved one. There are people who look for death notices and may make unfounded claims against the Client. Some may also attempt to burglarize the home during the funeral service. Be cautious about such matters; have someone stay at the home during the funeral service and do not easily accept the claims of unknown individuals that lack documentation.

“Having to deal, not only with the loss of my father but, the prospect of preparing my mother to deal with finances, banking and budget changes on top of Her loss; Graceful Goodbyes was a true Blessing! I was able to concentrate on my mom and our grief. Meanwhile, my other burdens were being taken care of without adding stress to my already unbearable situation. We are still reaping the benefits of your help by the knowledge you gave us through this process. Thank you for everything you did and continue to do.” ….. The Walkers

Our additional services are offered in York, Cherokee, Union, Chester, Lancaster, Kershaw, Fairfield and Richland Counties in South Carolina and in:

Mecklenburg, Union, Anson, Rockingham, Stanly, Cabarrus, Davidson, Randolph, Rowan, Iredell, Catawba, Lincoln, Gaston and Cleveland Counties in North Carolina.

Additional Time & Individual Support Services offered at $45.00 per hour.

Travel is an additional fee at $.50 per mile outside of a 30 mile radius of Charlotte, NC or Fort Mill, SC.