After Loss Services

Your administrative support after loss

FullCircle Legacy is the trusted circle of guidance, empathy, and expertise, helping you navigate the practical challenges that arise after experiencing a loss, most commonly the death of a loved one.

We provide administrative support with various organizations’ procedural forms and tasks, including digital assets, that follow a loss. We partner with your probate or estate attorney, financial advisor, and other resources to ensure all tasks are completed in a timely and efficient manner.

What we provide

The estate process typically takes 12-18 months with numerous moving parts. FullCircle Legacy provides you with regular check-ins, helps you track progress, and ensures you stay on track so that critical tasks don’t fall through the cracks, giving you peace of mind that you are meeting your responsibilities appropriately.

We provide a structured approach that keeps you on track to accomplish the necessary duties in closing an estate while having the space to process your loss, reducing burnout and becoming overwhelmed. We help you organize and prioritize the multiple tasks involved in settling an estate, and create customized checklists and timelines.

We offer a neutral perspective, helping you communicate effectively with beneficiaries, set appropriate expectations about timelines and distributions, and navigate difficult conversations about personal property and heirlooms.

Our continuous circle of care offers two programs.

Each program includes:

Personalized Consultation – We meet to understand your needs. We will be collecting information from you about the deceased during this time.
Customized Support Plan – A prioritized, tailored plan is created for your situation and needs. We discuss the plan together so each step is clear.
Ongoing Assistance – Continuous support is available for as long as you need it. We can also provide recommendations for other professionals such as attorneys, financial planners, estate sale companies, etc.

InnerCircle Program

The InnerCircle Program is designed for those who prefer handling matters themselves while meeting their advisor for guidance and assistance.
Your FullCircle Legacy advisor acts as a compassionate partner to you along the way. Regular check-ins help you maintain efficiency, track progress or roadblocks, and discuss next steps. We will meet weekly, or as often as you feel you need it.

ExtendedCircle Program

The ExtendedCircle Program is intended for those who prefer a full-service program in which an after loss professional handles the administrative tasks on your behalf. You maintain authority over what actions your FullCircle Legacy advisor handles.
Weekly progress updates from your FullCircle advisor keep you informed, provide peace of mind, and give you the time to focus on the people and things that matter most to you.