After-loss administrative support
Grief is heavy.
We handle the rest.
Settled brings calm, organized support to the paperwork that follows a death: accounts, benefits, forms, notices, digital services, and the many tasks that should not fall on a family all at once.
A path forward. Handled with care.
The Settled approach
A path through the work, without losing the human judgment.
We organize the work, prepare the materials, and make every next step visible.
A person reviews sensitive output, and nothing is sent without human approval.
The first step
Start with an Assessment.
Every family begins with an Assessment: a guided conversation that produces a personalized plan for exactly what the estate requires, including the institutions that apply, documents to gather, deadlines that matter, and an honest walkthrough of what Settled handles and what requires a specialist.
The Assessment establishes the scope of the work before any discussion of cost, because what is required depends on each family's specific situation.
It is low-commitment and valuable on its own. A family leaves knowing where they stand, without committing to a long engagement while grieving.
Aftercare services
Support that follows the Assessment.
If a family chooses to move forward, the Assessment leads into one of these.
Digital accounts and subscriptions
Digital Legacy
A focused, organized way to handle the deceased person's online life.
A starting point
A working inventory of known email, social, cloud, subscription, e-commerce, and password-manager accounts from the family's input.
A personalized administrative plan
Essentials
A personalized plan for the administrative road ahead, plus the immediate documents every family needs.
A starting point
Everything in Digital Legacy.
Hands-on administrative follow-through
Full Concierge
A two-phase administrative engagement: an initial operating phase, then continuation support through a defined close.
A starting point
Everything in Essentials.
Every engagement begins with the Assessment.
The work behind the service
There is a right order for every task.
Settled turns the facts of an estate into a practical plan: the institutions that apply, the documents they need, the route to use, and the items that need legal review.
01
Intake
We capture the facts that affect the work ahead. Unknown information stays marked as unknown; it is never guessed or silently treated as no.
02
Triage
The facts become a personalized task map: the institutions that apply, the documents they require, and the deadlines that matter.
03
Draft and approve
Requests, letters, and forms are prepared with the needed enclosures. Nothing is sent without human review and approval.
04
Track and follow through
Every item stays visible from drafted through completed, including work that is blocked, awaiting a response, or overdue.
Full Concierge engagement
A clear beginning, continuation, and close.
We complete intake, build the personalized plan, prepare the packet wave, complete claims preparation, move items through approval cycles, and begin initial follow-up. The continuation phase covers tracking open work, following up with non-responders, preparing re-sends where needed, and adding newly surfaced administrative items that are in scope.
The engagement closes when all in-scope packets are confirmed resolved or the defined engagement close is reached, whichever comes first.
Clear boundaries
Practical support, never legal judgment.
Settled provides administrative support and coordination for after-death tasks. It is not a law firm and does not provide legal advice. Settled does not interpret wills, advise on probate strategy, determine who inherits, act as a fiduciary, or make legal or tax decisions. Settled prepares administrative notifications for the final income tax return, then routes tax-return work to a qualified CPA. Matters requiring legal judgment are clearly flagged and routed to a licensed attorney in the appropriate jurisdiction.
When work falls outside administrative support—probate strategy, will interpretation, inheritance questions, or tax-return work—Settled names it plainly, explains why a licensed professional is needed, and hands that portion off organized and context-ready. That means families do not have to start from zero with an attorney or CPA, or pay professional hourly rates to re-gather information Settled has already assembled.
Settled stays the guide holding the whole map, including the parts that belong to someone else.
For funeral homes
Settled can also help funeral homes introduce this family-facing aftercare experience with confidence. Concierge delivery and future white-label licensing are available as a partnership path, secondary to the care families need now.