Easing your administrative burden after a loss
Honoring a legacy should be about celebrating a life, not getting lost in administrative headaches that come with managing an estate.
Losing a loved one is one of life’s most difficult experiences. During this challenging time, the last thing you should worry about is navigating complex paperwork and administrative tasks.
FullCircle Legacy specializes in helping families handle the essential administrative duties that follow a death, allowing you to focus on healing.
After Loss and Legacy Organization Services
ExtendedCircle -
After Loss Services
The ExtendedCircle Program is suited for those who prefer a full-service program in which your FullCircle Advisor handles the administrative tasks on your behalf.
InnerCircle -
After Loss Services
The InnerCircle Program is designed for those who prefer handling matters themselves with guidance and assistance from their FullCircle Advisor.
CenterPoint - Life Plan Organization Service
Our professional legacy document organization service transforms overwhelming collections of important papers and records into an organized collection for your loved ones to access when they need it.
Who can we help?
FullCircle Legacy assists surviving spouses, adult children, estate personal representatives (aka executors), and trustees who find themselves navigating the unfamiliar territory of legal, financial, and bureaucratic tasks while processing grief following a loved one’s passing. We are an ally for families who lack the time or emotional bandwidth to manage the intricate process of closing out a deceased person’s affairs. By shouldering these administrative responsibilities, we allow families to focus on healing and remembrance rather than paperwork during an already difficult time.
How do we help?
Utilizing a systematic process, we assist family members, personal representatives, and trustees with duties related to organizing and settling a loved one’s estate that fall outside the scope of what a probate attorney or financial professional provides.
We help you:
- Gain a clear understanding of where to begin
- Manage the decedent’s financial affairs, including notifying financial institutions, organizing and managing assets for the benefit of loved ones
- Identify insurance policies, bank accounts, and unclaimed property the decedent may have left behind
- Coordinating with attorneys, accountants, government agencies, and numerous service providers.
- Meet deadlines
- Connect with the right resources to manage personal property and possessions
- Manage documentation and record keeping
- Navigate family communication and dynamics
- Feel supported by accompanying you to related appointments if you wish