For families

A calm place to start
after a death.

Your funeral director may share this page when they introduce Settled. Settled helps with the administrative tasks that follow a death, so families have a clearer path through what needs attention and what can wait.

What this page is for

A shareable handoff from the funeral home to the family.

It explains, in plain language, what Settled helps with, what families can expect, and the next step once the service is introduced.

Administrative support, not legal advice

Settled provides administrative support and coordination for after-death tasks. It is not a law firm and does not provide legal advice.

What Settled helps with

Practical administrative support with clear follow-through.

Notify institutions and organize follow-up across accounts, services, and benefits.
Prepare the paperwork and document requests families commonly need after a death.
Track open tasks so families and the funeral home can see what has been handled and what comes next.
Keep the process calm, clear, and manageable instead of leaving families to figure out each institution alone.

What families can expect

Step 1

A clear starting point

Your funeral director introduces Settled and explains how the process will begin.

Step 2

Administrative follow-through

Settled helps organize the notices, letters, forms, and account updates that need attention.

Step 3

Steady progress

Families can expect practical next steps, status visibility, and a single place to keep the work moving.

Helpful to have ready

A basic list of accounts, benefits, subscriptions, and services that may need attention.
Important documents the family already has on hand, such as identification or account statements.
Any questions about what should happen first, what can wait, and what information is still missing.

Next step

Ask your funeral director how they would like to begin and what information they want shared first.

Families do not need to solve everything at once. Settled is there to help organize the work, move through it in the right order, and make the administrative side feel more manageable.