The Mortality Mentor
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    • Home
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      • Blog/Newsletter
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The Mortality Mentor
  • Home
  • Menu
    • About
    • Services
    • The Mentoring Experience
    • FAQs
    • Workshop Offerings
    • Resources
    • Blog/Newsletter
    • Contact
    • Schedule an Appointment

Services

After a death, knowing what to do is one thing.
Actually doing it is something else entirely.


I help families navigate the administrative tasks after a death, from the first steps through the months that follow, so they don’t have to carry it alone.

Schedule a Consultation

This is where most people get stuck

You’ve likely seen a checklist.


But what most people aren’t prepared for is what happens when they try to actually complete it.

  • Every institution has a different process
  • You’re repeating the same information over and over
  • You’re trying to manage this while grieving
  • You don’t want to miss something important

How I Support You

After Loss Support

Support navigating the administrative reality after a death, from immediate next steps through the months that follow. This includes: notifying institutions and service providers, closing or transferring accounts, managing subscriptions and recurring payments, coordinating with attorneys, banks, and other professionals, tracking what’s been completed and what’s still outstanding, and helping you make sense of conflicting instructions.

Starter Support

$500

5 hours of support designed to help you get started with clarity.

  • Intake Session (up to 2 hours) to assess your situation
  • Task Priority Session (up to 1 hour) to create a clear plan
  • Check-in support to help you move forward with confidence


Expanded Support

$2000

20 hours of support for more complex situations or ongoing needs.

  • Intake Session (up to 2 hours)
  • Task Priority Session (up to 1 hour)
  • Ongoing check-in sessions for progress and guidance
  • Phone and text support between sessions

Planning Ahead

Get your information organized so your family isn’t left navigating everything from scratch. This includes: organizing accounts and important documents, identifying gaps before they become problems, creating a clear starting point for your executor, recommendations for digital or physical storage, and connecting you with trusted professionals as needed.

Do-It-Yourself (DIY)

$250

A guided starting point to help you understand what needs to be done.

  • Intake Session (up to 2 hours)
  • Pre-session preparation option
  • Customized action plan
  • Referrals and tools to help you complete it on your own

Guided Support

$500

Ongoing support to help you follow through and stay on track.

  • Intake Session (up to 2 hours)
  • Task Priority Session
  • Document audit and organization recommendations
  • Personalized research and referrals
  • 4 check-in sessions for accountability and progress

How I Show up

What Working Together Looks Like

  • We talk through your situation and what you’re facing
  • We create a clear path forward
  • I help you navigate and complete the work step-by-step

How I support you along the way

Project Management

I help you organize, prioritize, and move through the administrative tasks required to settle an estate. 

Research and Problem Solving

Every situation is different. I help you find answers, navigate challenges, and tap into the right resources.  

Accountability and Support

I help you stay on track, follow through, and avoid getting stuck or overwhelmed.

Fees, Terms and Payments

Fees and Logistics

  • Additional support is available at $125/hour
  • Virtual support is available nationwide via Zoom
  • Travel is available for select projects
  • Payment is required before services begin
  • 24-hour notice is required for changes or cancellations
  • An agreement outlining all the terms and conditions will be sent for your e-signature and required before the intake session. 
  • All payments are non-refundable, and non-transferable.

You Don't Have to Figure This Out on Your Own

Schedule a Consultation

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Copyright © 2026 The Mortality Mentor - All Rights Reserved.


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.

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