Extending your circle of care when it matters most, you don’t have to carry the burden alone... Loving Legacy After Loss Services can help.
We create custom tailored pre- and post-loss care plans built on compassion, advocacy, resiliency, and empathy to ease your burden.
Concierge After Loss Services
Loving Legacy provides planning and concierge services for families who have lost a loved one or who are preparing for a loss. We offer a variety of services, customized to your unique needs.
Consultation & Estate Logistics
We provide a compassionate, safe space to help you plan and organize your wishes and documents prior to, or after, the loss of a loved one.
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Our Tailored Support: We’ll guide you through gathering all essential documents and information you need to develop and compile your customized plan.
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CARE Call: Free Initial Consultation
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CARE Review: Client Intake & Discovery Discussion
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Care Plan: Develop Proposed Care Plan​​​​
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The Outcome: We come alongside you to develop a plan, guiding you through the process to develop a care plan proposal, custom tailored to your unique needs. You navigate administrative tasks and move forward with confidence.
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Transition & Relocation Coordination
We provide an in-home, consultative visit to assess your needs and develop a personalized transition plan that works best for you and your loved one.​
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Our Tailored Support:Â A personalized transition plan is custom tailored to meet the specific needs of your situation, while honoring the needs of your loved one. Examples include:
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Downsizing: Pre-sort, Organize, Prioritize Belongings
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Liquidation Management
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Packing with clear labeling and "Day 1" box set aside
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Transition Coordination &Â Oversight on Moving Day
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Unpacking and staging, mirrored to prior residence
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Organization & Execution of Plan Design in your new space
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The Outcome: Your loved one is relocated with ease and reduced stress. We handle the logistics so you can spend time on what is important.​
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Legacy & Estate Planning
Trying to make sense of and organize all the information and instructions needed for you or your loved ones is time consuming but invaluable. Legacy planning is the best way to protect you or your loved ones, giving yourself and them peace of mind.
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Our Tailored Support:Â We serve as your administrative coordinator, implementing a systematic process of gathering, organizing and securing critical legal, financial, and personal paperwork.
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CARE Call: Free initial consultation
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CARE Review: Client Intake & Discovery Discussion
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CARE Plan
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Asset Inventory: Comprehensive inventory, organization, and compilation of assets and estate documents
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Plan Development
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Annual review & update (additional)
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The Outcome: We help you put an organized, accessible system in place so you can provide a copy to the people who will need it when it matters most to efficiently manage or settle your estate.
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Estate Asset Management
Many of the day-to-day responsibilities of estate management fall on the estate executor. We extend your circle of care to fill the gaps by taking tasks off your plate.
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Our Tailored Support: We provide strategic oversight, inventorying, and maintenance, of all physical property, financial paperwork, and personal belongings within an estate with respect and the highest level of confidentiality.
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CARE Call: Free initial consultation
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CARE Review: Client Intake & Discovery Discussion
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CARE Plan Development - Examples include:
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Assist with administrative tasks
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Real Property Management (sort, organize, catalog)
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Logistical Coordination (donations, vendors)
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Property Care (Assist with appraisals, distribution)
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Estate Cleanout
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Project Management and Team Liaison
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The Outcome:Â Eliminates the stressful "scavenger hunt" for missing items or paperwork. We provide you a detailed and indexed document listing any assets discovered. You have the time to focus on your healing rather than making decisions.
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How it works: Easy as 1, 2, 3
 3 - CARE Plan
After completing the CARE Review, we put together a custom-tailored CARE Plan to meet your unique needs and review it with you and your family. Then, we complete the plan on your behalf, easing your burden while honoring your loved one's legacy. We keep you in the loop with regular updates along the way.
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 2 - CARE Review
Once we get the details of your needs, we will meet with you and your family to complete our formal intake session. In this meeting, you can expect us to ask deeper questions relating to your situation and what tasks feel most important to you and make a recommendation for after loss support services, outlined in a CARE Plan.
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