Practical guidance for the decisions families should only have to figure out once

Start with the free First 72 Hours checklist, use the complete $199 digital guide to organize the rest of the work yourself, or explore different levels of engagement up front. Just knowing you have options and objective help can make a world of difference.

Get the Free First 72 Hours

Adult family members organizing a practical checklist, documents, keys, and next steps at a walnut table

Browse practical guidance

Start with the situation in front of you. Each topic opens a concise, step-by-step guide.

Immediate

First 72 Hours Funeral and Memorial Documents and Certificates Hospice and Medical Choices

Coordination

Communication and Decisions Vendor Selection Contractors and Home Services Managing From Out of Town

Home and property

Home Access and Security Inventory and Valuation Valuables and Personal Property Real Estate Estate Sales Packing Up and Moving

Financial and administrative

Banking Bills and Debt Insurance Taxes Social Security and Retirement Digital Accounts and Subscriptions

Legal and authority

Attorneys and Probate

Need a clearer starting point?

Begin free, or use the complete self-directed guide.

Free First 72 Hours Complete Guide — $199

Personal guidance

Need more than a guide?

Choose a focused planning session, or talk with us about taking responsibility for the larger transition.

30-Day Plan + Consultation A private 75-minute working session and written plan. Purchase — $499 Managed Coordination Hands-on coordination of vendors, documents and deadlines. Request a discovery call Private Office Comprehensive oversight for complex family transitions. Request a discovery call