#43 - 3 Unexpected Ways After Loss Professionals Help
Reluctant Executor News
Most people that have heard of After Loss Professionals understand the basics of what they do. They help with estate administration, guiding families through the logistical challenges after a death. But what you might not know are the details of how these professionals help families. Here are three unexpected ways that After Loss Professionals help.
1. Create a personal checklist
Search the internet for estate administration, and you'll find hundreds of checklists. These include the basic things that families need to do after a death. While these are extremely useful, this list is only the first step. Families soon find out that they have situations that aren't covered by these checklists, or the checklist doesn't go into enough detail.
After Loss Professionals intimately get to know each family's challenges, and they can create detailed checklists that are tailored to those challenges. The biggest benefits are for families that want to be hands-on in closing the estate, but they don’t know where to start or what exactly to do. After Loss Professionals research and create a plan for the families, giving them step-by-step instructions specific to them.
2. Find obvious solutions
Brain fog is real. Greif can create a state where you're not focused, forgetful, detached, indifferent, and more. One impact is that it's hard to see obvious solutions to estate administration challenges. After Loss Professionals can help find that obvious solution.
Recently I was working with a family that needed to find a specific email in their loved one's account. They spent hours scrolling, getting distracted, and not finding what they needed. During a touch base call, I reminded the family that they might find the email by searching for some specific terms. This created an aha moment, and within seconds they were finding the right emails.
3. Act as a sounding board
Not all help needs to create a tangible output. Often families just need to talk through the challenges they're facing. They know what they need to do, but they need confirmation that they're on the right path.
An After Loss Professional can support these conversations by knowing how to listen. They also add empathy and direction at appropriate times. But frequently the family just needs that discussion with an objective third party.
After Loss Services
Reluctant Executor's After Loss Services provide expected, and unexpected, benefits for families. Our primary goal is to help families with estate administration challenges. And since there is no standard playbook for all families, we work to understand each family's unique situation and tailor a specific plan.
If you or someone you know needs help closing an estate, schedule a call with us.