A death has occurred. The first decisions are only the beginning.

Some things cannot wait. Many can. We turn the immediate aftermath into a calm, visible sequence, so urgent work is handled without creating new problems.

THE FIRST 72 HOURS

• Establish one family point person and a shared decision log.

• Secure the home, vehicles, pets, mail, valuables, and digital access.

• Locate the will, authority documents, insurance and SS information, and key contacts.

• Separate true deadlines from requests that can wait.

THE NEXT 30 DAYS

We coordinate the family’s checklist with its attorney, tax adviser, financial institutions, property professionals, and vendors. We track who owns each task, what requires approval, and what documentation needs to be retained.

HOW WE HELP

Family Transition Office does not replace legal, tax, financial, or funeral professionals. We build the operating plan around them—organizing information, scheduling work, managing handoffs, and keeping decisions from disappearing into text threads and inboxes.