When Someone Dies, There’s So Much More Than Grief
Reluctant Executor helps families organize, prioritize, and complete the overwhelming administrative tasks after a death—calmly, correctly, and without added stress.
Guidance on what needs to happen now—and what can wait
Help locating documents, contacting institutions, and tracking tasks
A steady, experienced partner when everything feels overwhelming
You don’t need to know where to start. We’ll help you figure it out.
Most Families Aren’t Sure What to Do First—and That’s Normal
When someone dies, families are suddenly expected to handle dozens of unfamiliar tasks—often while grieving, juggling work, and supporting others.
You may be getting advice from well-meaning friends, pressure from institutions, or conflicting information online. Some things feel urgent. Others can wait. And it’s rarely obvious which is which.
That uncertainty is what makes this process so overwhelming.
Reluctant Executor exists to bring order to that chaos—by helping you understand what matters now, what can wait, and how to move forward with confidence.
We Focus on Clarity, Not Just Checklists
Prioritization over panic
We help you understand what actually needs attention now—and what doesn’t—so you’re not rushing into costly mistakes.Organization before execution
We help you locate, document, and organize critical information before calls are made or accounts are closed.A steady guide through the process
You don’t have to navigate this alone. We walk with you, step by step, and coordinate with professionals when needed.
If you’re wondering where to begin, you’re in the right place
Clear Guidance When You’re Not Sure Where To Start
We begin with your situation
Whether you’re dealing with a recent loss or planning ahead, we start by understanding what you know, what you don’t, and where things feel unclear.We organize what matters most
We help identify and organize key documents, accounts, contacts, and obligations—bringing structure to information that’s often scattered.We help you prioritize correctly
Not everything is urgent. We guide you on what needs attention now, what can wait, and what should be handled carefully to avoid mistakes.We support next steps with confidence
When you’re ready, we help you move forward—answering questions, coordinating tasks, and reducing the time and stress involved.
Why Not Just Google It?
Because Information Isn’t the Same as Clarity
Search results can provide answers, but they can’t:
Tell you which steps apply to your situation
Help you see the full picture before acting
Prevent well-intended but costly mistakes
Replace calm, experienced guidance
Reluctant Executor helps turn overwhelming information into a clear, manageable path forward—so you’re not guessing at one of life’s hardest moments.
You don’t have to figure this out alone.
After Loss Services
A Clear Path Forward—One Step at a Time
1. We listen first
Every situation is different. We start by understanding what’s happened, what’s already been done, and where you feel stuck or unsure.
2. We bring control to the chaos
We help you identify and organize key information—accounts, documents, obligations, and deadlines—so nothing important gets missed.
3. We help you prioritize correctly
Not everything needs to happen right away. We guide you on what to handle now, what can wait, and what should not be touched yet.
4. We support execution when you’re ready
When it’s time to make calls, notify institutions, or coordinate next steps, we help manage the process—saving you time, stress, and costly missteps.
You don’t have to do everything today. You just need a clear next step.
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For families that just need to talk things through. You know what to do, but you want confirmation, assurance, and a little guidance.
Package includes:
Introductory Call
1 Month Unlimited Emails
$250
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For families that don’t know where to start. We work with you to create a holistic picture, organize the required tasks, and prioritize them specific to your situation. You complete all tasks.
Package includes:
Intake meeting (in-person or Zoom)
Personalized and prioritized action plan
Review meeting (in-person or Zoom)
Unlimited emails for duration of the action plan
$1,500
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For families that need the most help. Reluctant Executor will review your situation, create an action plan, and execute the plan on your behalf. Examples include researching specific situations, calling customer support at multiple institutions, closing or transferring accounts, and more.
Service is customizable for your situation.
Pricing starts at $3,000.
Estate Organization
Make Things Easier—For You and for Them
When estate information isn’t organized, families can spend hundreds of hours tracking down documents and answers. Estate organization helps protect their time, energy, and peace of mind later.
1. We start with what you already know
You don’t need to have everything figured out. We begin with basic information and build from there.
2. We help you organize what matters most
Accounts, documents, contacts, and instructions—captured clearly and in one place.
3. We identify gaps and risks
Missing documents, outdated beneficiaries, unclear instructions—these are the things that cause stress later. We help surface them now.
4. We leave you with clarity and peace of mind
Your family won’t be left guessing. They’ll know where to look, who to call, and what to do first.
Planning ahead isn’t about doing everything—it’s about making things easier when it matters most.
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For families that are just getting started. Download an Excel or Google Sheets spreadsheet blueprint that outlines key information to document. Customizable for your specific situation; add or remove data based on your needs.
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For families that want a deeper dive for their Estate Map. This one-hour course, broken into 12 modules, explains why an Estate Map is important and discusses examples of common things that fall through the cracks.
Free Estate Map Template
12 video modules
Lifetime access
$150
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For families that want to dive deeper into their Estate Map with questions and personalized brainstorming.
Meet in-person or over Zoom to understand why each section of your Estate Map is important. Ask questions that pertain to your specific situation.
By the end of the session you will have a solid foundation for what information you need to capture, and a plan for how to obtain it.
Service includes:
Estate Map spreadsheet
One-on-one meeting (in-person or Zoom)
Ask questions, brainstorm, and customize with guidance from Reluctant Executor
$1,200
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For families that put off completing their Estate Map. Work directly with Reluctant Executor to complete each section with your specific information. By the end of the sessions, you will have a complete Estate Map that you can share with your trusted contact.
Service includes:
Estate Map spreadsheet
Up to 5 in-person meetings
Ask questions, brainstorm, and customize with guidance from Reluctant Executor
Guided help to find and document data
Accountability to start and complete your Estate Map
$5,000
