“It isn't necessary to imagine the world ending in fire or ice. There are two other possibilities: one is paperwork, and the other is nostalgia.”
– Frank Zappa
WHAT WE DO
We move through the necessary processes and paperwork after a death to enable you the time needed to grieve and focus on the memories of your loved one. We create implementation strategies, prioritize needs, and quickly make things happen. We reach out to our network of attorneys, accountants, estate sales professionals, appraisers, collectors, charitable organizations, and religious organizations to find the best possible solutions.
Every life has a story. Together we can identify all the ways we can get rid of the noise to help you focus on that story. We want that story to be about the remembrance of a loved one; not about the frustrating hours spent on the phone, the way you were treated by the insurance company, or the hours spent filling out complicated paperwork. The struggle to balance grief and the mounting burdens of estate organization is nearly impossible to do alone.
We are your central contact point, estate concierge, and manager to facilitate a streamlined, efficient process when settling an estate. Contact us today for a free consultation.
SERVICES
We act as your guide and navigator through the trying process of settling an estate.
Here are just a few of the services we offer:
Money & Benefits
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Locate and compile a comprehensive list of all accounts and assets (including safe deposit boxes, retirement accounts, bank accounts, etc.)
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Create detailed estate inventories for probate or tax purposes (including all assets, and specifics such as CUSIP numbers)
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Assist with standard account payouts and transfers
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Help setup the estate bank accounts, roll over IRAs, and with general account organization
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Check on any applicable insurance benefits or payments
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Aid in applying for Survivors’ Benefits (Social Security, Workers’ Compensation, Pensions, etc.)
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Work with the VA to confirm and prioritize benefit retention
Household
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Document and photograph valuables and collections to aid in distribution and inventory purposes
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Find and organize all real estate deeds and documents
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Organize estate donations of small and large items, and research local estate sales professionals, if needed
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Facilitate professional home cleaning and organization
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Work with Realtors for proper home assessment and listing
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Coordinate with specialists for appraisals
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Delegate household tasks (to maintain and manage the home during the settlement process)
General Estate / Probate
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Manage the timeline and checklist for the full estate settlement process
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Provide creative solutions and suggestions for split estate distribution among heirs
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Organize the entire distribution process (from initial inventory to the hands of the heir)
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Assist you in the post-funeral process (from the number of death certificates to order to thank you cards and more)
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Keep fraud and identity threats at bay through secure document encryption
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Help facilitate difficult conversations with family
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File for the EIN with the IRS
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Work closely with your attorney or accountant on any items or assistance they need
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Generate secure electronic storage for all documentation and communication
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Ensure the highest possible wealth and asset retention
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Full veteran assistance (such as: service record requests, burials, burial flag requests, and survivor benefits assistance)
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Search for unclaimed property
Paperwork & Notifications
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Complete paperwork with the US Post Office to terminate mail delivery
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Organize all documents for the estate and surviving spouses (which includes a detailed packet with all needed info)
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Help setup encrypted password keepers for a higher level of protection
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Shred sensitive documents
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Manage notifications to creditors, banks, insurance suppliers, and so on
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Facilitate closing of digital assets and accounts to avoid fraud
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Freeze all social media accounts
We take pride in our work and truly enjoy helping others.
If you need assistance with something not listed here, please contact us, as we may be able to help (or at least point you in the right direction).
HOW IT WORKS
The first step is to schedule a complimentary session to discuss your individual situation, needs, and challenges. This is an important opportunity to find out what's impacting you, what work is needed, and where you are in the process. Since we realize tragedy works on its own schedule, we are flexible with both the time and location of our meetings and are able to provide home consultations and video/phone conferencing. If we can help you with your situation, we will present a plan tailored to your needs and allow you to determine how to move forward. After this, we begin work immediately to ensure the process is completed as efficiently as possible.
We help you save time and money and our fees are reimbursable by the estate.
No two estates are the same. Schedule your free 30 minute consultation today so we can send you an affordable quote that is customized for you and your situation.
WHO WE HELP
We work with Executors, Administrators, Trustees, Personal Representatives, Estate and Probate Attorneys, Accountants and Financial Advisors, family members and loved ones, and anyone who needs help with matters of settling an estate.
WHY IT WORKS
Our approach is driven by clients and their needs. By individually crafting plans specific to each situation, we are able to focus on the small details that are traditionally a nightmare in estate management. As a local, privately owned company, we offer the personalized service and care that is necessary when navigating the complexities of legal documents, the intricacies of government agency policies, and the minutiae of probate law. We take the fear and frustration out of knowing what comes next.
TESTIMONIALS
"Erin came to me when I had no answers to problems both troublesome, and many. But a problem solver she proved to be in an atmosphere of friendship and knowledge of what must be done."
Rose L.
Austin, Texas
"Erin was amazing! She is so helpful and kind and although my family is going through a difficult time she was able to help us navigate these uncharted waters. With her positive can-do attitude she gave us several ideas on how to put us in a better place. I just cannot say enough about how fantastic Erin is. If you or a loved one is trying to determine what is next Erin has a ridiculous amount of knowledge and such a great demeanor that I would highly recommend working with her."
Nicolle R.
Texas / Michigan
“Our family was denied life insurance left to us by my father. We evidently claimed the insurance using information from the wrong trust so we were correctly denied. After an initial meeting and a review of the documents not only was this discovered but also other errors with dates. Letters were quickly drafted for us to sign, get notarized and a package was prepared and sent off. We did not receive a written response from the life insurance company but instead we received a check in a few days for the full amount of life insurance plus interest. Without What Comes Next we might still be waiting on that check.”
Susan T.
Atlanta, Georgia
"I worked with What Comes Next after the passing of my mother. We had expected it but we were still caught off guard by it actually happening. It's just me and my father here and we were both emotionally distressed. Erin stepped right in and offered support during our time of need. She told us what we needed to do and how to accomplish it. We were able to stay organized thanks to her assistance. That type of help in a trying time is invaluable, it allowed us to focus on each other instead of paperwork. We will all need this service at times in our life and we are truly thankful that What Comes Next is here. They are truly a wonderful gift.”
Michelle Courtright
Austin, Texas
GET IN TOUCH
512-766-4855