Services

Estate Organization (Before Death)

Is a will or trust really all you need in place? How can you help your family avoid a scavenger hunt if you become incapacitated or at the inevitable end of life? Not sure where to start? We can help!

Do-it-Yourself (DIY)

$250

Intake Session (Up to 2 hours) - Assess your unique situation and identify gaps to be filled
Option to send specifics ahead of time to make the most of the Intake Session
Follow-up email report with a customized recommended DIY action plan based on assessment
Referrals to professionals as needed (e.g. attorneys, financial advisors, CPAs, appraisers, funeral professionals for pre-planning, etc.)
Tools and information to complete your recommended DIY action plan

Coach

$500

Intake Session (Up to 2 hours) - Assess your unique situation and identify gaps to be filled
Task Priority Session (Up to 1 hour) - Review and activate your customized action plan
Audit of Important Documents
Central Repository Recommendations: Digital or Physical Document Storage and Password Organization
Personalized Research & Referrals
4 Check-in Sessions (30-minutes) - As your accountability partner, these sessions will be to check your progress, answer questions, and determine next tasks.

Estate Administration Support (After Death)

Loss of a loved one - whether anticipated or unexpected - comes with an overwhelming number of administrative tasks in the midst of grief. Need a helping hand? That’s why we’re here!

Starter Package

$500

5 hours of support that includes:

Intake Session (Up to 2 hours) - Assess your unique situation.
Task Priority Session (Up to 1 hour) - Review and activate your customized action plan.
Check-in Sessions - As your accountability partner, these sessions will be to check your progress, answer questions, and determine next tasks.

Expanded Package

$2000

20 hours of support that includes:

Intake Session (Up to 2 hours) - Assess your unique situation.
Task Priority Session (Up to 1 hour) - Review and activate your customized action plan.
Check-in Sessions - As your accountability partner, these sessions will be to check your progress, answer questions, and determine next tasks.
Phone and text support between sessions.

Navigate the Complexity with The Mortality Mentor

Virtual support via Zoom is provided nationwide. The Mortality Mentor will travel for select projects.

Estate Project Management

We provide logistical and administrative services for clients who are executors or administrators of a loved one’s estate.

We are not legal or financial professionals, so it is likely we will recommend you consult with them as you make legal and financial decisions. Once these professionals have created a plan for you to close the estate, we assist you in completing the necessary administrative tasks.

Empathetic Detective

Each situation is unique and can require research to resolve certain challenges. We save you time by tapping into our trusted network to get you the answers you need.

Accountability Partner

We help you prioritize and complete your estate administration tasks in a timely manner.

Fees, Terms and Payments

Ad-hoc and/or additional post-package support is available at $125/hour.
An agreement outlining all the terms and conditions will be sent for your e-signature and required before the intake session.
Savings when you book and pre-pay for a package.
All payments are non-refundable, and non-transferable.
24 hrs. notice is required to change or cancel an appointment.

Disclaimer: All products and services are for educational and informational purposes only. Nothing on this page, the website, the services, or any of The Mortality Mentor’s content is a promise or guarantee of results. The Mortality Mentor LLC does not claim to be a licensed medical, financial, legal, or tax professional. We partner with these resources when needed (or can connect you with our network of professionals) to ensure that the tasks we complete for you are under their advice. Use caution and always consult your own advisors before acting on this or any information for after-loss services. You are responsible and accountable for your decisions, actions, and results thereof, and by your use of the services you agree not to attempt to hold The Mortality Mentor LLC liable for your decisions, actions, or results, at any time, under any circumstance. Any information or communication you provide to The Mortality Mentor LLC is not protected by an attorney-client privilege and are instead governed by our Privacy Policy. For additional information, please review our Terms & Conditions.

The Mortality Mentor