Unexpected Loss Organizational Kit

Includes…

Unexpected Loss Organizational Checklist

Our Unexpected Loss Organizational Kit includes an extremely detailed checklist explaining what kinds of personal and business issues will need to be addressed following an unexpected death. Even though a family member may have had some of their personal and business affairs in order, someone still needs to execute their will and wishes after your family member is no longer here. This checklist will remind you and your family members of the kinds of personal business issues that will need to be addressed such as …

Bank Account Information
Insurance Company Information
Mortgage Company Information
Tax Information
Monthly Bills that are due or pending

…in addition to many other critical financial, legal and business affairs that will need to be addressed.

Unexpected Loss Organizational Worksheet

We have also created an extremely detailed 60-page worksheet that will walk you step-by-step through the entire process of getting together important financial, legal, and business documents along with answering questions like…

What should I do with the bank account(s)? Do I have someone close them or combine them?
Where is my safety deposit box information and what do I need to do with the safety deposit box?
Where is all the insurance information and what do I do now? Who do I contact? What do I tell the beneficiaries? How do I file a claim?
The mortgage? Is it paid? What was the date of the last payment and are the payments current? When is the next payment due?
What about any taxes? Have they been paid? Are they current? If not, what is owed?
Do I need to cancel any magazine subscriptions?

These are just a few of the many critical financial, legal and personal business issues covered in our Worksheet that you and your family will walk through together.

Also includes…

Vital Records PortaVault®

The Unexpected Loss Organizational Kit also includes a Vital Records PortaVault® for you to keep all critical financial and legal documents together and organized in folders that are labeled for your specific family financial and legal needs. This allows for easy access and mobility and can be carried to your estate attorney, CPA, or other family member if needed.

In addition, we provide…

Consultation to answer any questions you may have during the process of walking through the Unexpected Loss Organizational Checklist and Worksheets.
Support information and resources regarding specialized arrangements for a Funeral and dealing with your Funeral Home.
Many different resources for handling grief during this emotional time in your lives.
Notary services to our clients in North and South Carolina at no additional charge.

“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

Using the Graceful Goodbye’s Unexpected Loss Organizational Kit will save you valuable time and money, reducing the stress of making final plans.

Having the peace of mind knowing your documents and personal business affairs are in order will allow you to focus on your own grief process, emotions, and loss of your loved one.

The price of this valuable kit is $300*

**Subject to shipping, handling and tax.