ExtendedCircle –
After Loss Advisor 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.
Most clients can be reimbursed for these services from the estate’s assets.
Your circle of care includes:
- Personalized Consultation – During this 90-minute meeting, your FullCircle Advisor will collect information from you and discuss your needs. Recommendations for attorneys, financial advisors, estate cleanout services, and other professionals can be made available at this or any time while you are working with us.
- Customized Support Plan – After the personalized consultation, your FullCircle Advisor creates a prioritized, tailored plan that serves as a roadmap. Together we review the plan, so every step is clear. Your FullCircle Advisor is your partner, taking as many tasks off your plate as you feel comfortable. We ensure all tasks are accomplished efficiently.
- Ongoing Assistance – Weekly meetings with your FullCircle Advisor provide status updates, opportunity to ask questions, and receive peace of mind. Phone and email communication between weekly check-ins to discuss any topics related to your loved one’s estate are always available.
Meetings can be in-person or virtual.
Start with a free introductory call.