For families
A calm place to begin the paperwork.
Settled helps organize the administrative work after a death so your family can see what applies, what is needed, and what can happen next—without having to solve every institution alone.
Share with your family
Grief is heavy. We handle the rest.
This page can be printed or shared as a clear introduction to the support available.
A human approval gate
Nothing is sent without human review and approval.
At every stage, sensitive output is reviewed by a person before it reaches a grieving family or an institution. The agent carries the volume; the human owns the judgment. You remain in control of each action taken for your family.
What we help with
The administrative work, put in order.
Organize the accounts, benefits, subscriptions, and institutions that may need attention.
Prepare notifications, requests, forms, and document checklists without asking the family to decipher each process alone.
Track open work clearly so the family can see what is drafted, approved, sent, blocked, awaiting response, or complete.
Separate administrative follow-through from the questions that need a licensed professional's judgment.
What to expect
This is the Assessment — where every family begins.
Step 1
Start with what is known
A structured intake creates an organized starting point, with missing details called out plainly instead of assumed.
Step 2
See the road ahead
The personalized plan shows the work, documents, channels, deadlines, and attorney-routed questions in one place.
Step 3
Keep control of every action
A person reviews sensitive output, and nothing is sent to an institution without human approval.
Helpful to have ready
- A basic list of accounts, benefits, subscriptions, services, and digital accounts that may need attention.
- Documents already on hand, such as identification, account statements, a death certificate, or estate paperwork.
- Any questions about what should happen first, what can wait, and which details are still unknown.
After the Assessment
The first step is the Assessment: a guided session that maps the road ahead and clarifies what the work involves. These are the ways a family may continue if they choose.
Digital accounts and subscriptions
Digital Legacy
A focused, organized way to handle the deceased person's online life.
A personalized administrative plan
Essentials
A personalized plan for the administrative road ahead, plus the immediate documents every family needs.
Hands-on administrative follow-through
Full Concierge
A two-phase administrative engagement: an initial operating phase, then continuation support through a defined close.
Full Concierge, clearly scoped
Hands-on follow-through, with a defined end point.
Initial operating phase
We complete intake, build the personalized plan, prepare the packet wave, complete claims preparation, move items through approval cycles, and begin initial follow-up.
Continuation support
We keep tracking open work, follow up with non-responders, prepare re-sends where needed, and add 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.
A person reviews sensitive work, and no packet is sent until it has been reviewed and approved.
How it moves
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.
Administrative support, not legal advice
The legal line stays clear.
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.
Next step
You do not need to solve everything at once.
Begin an Assessment by asking your funeral director to introduce one, or by speaking with Settled directly. Your family discusses scope and cost with Settled; the funeral home introduces the service and does not quote it. We will name what is known, what is missing, and what can wait.