VIP Post-Loss Concierge Planning
This high-value service is designed for those in immediate crisis who need a clear, custom roadmap for the chaotic days and weeks following a loss. In a single 90-minute session, we convert the generic administrative tasks into a clear, chronological, and simplified action plan built specifically for your unique situation.
What You Are Purchasing:
90-Minute Custom Strategy Session: A personalized virtual meeting with Crystal, MSN-RN, where we guide you through the process of locating, verifying, and preparing your documents.
Custom 7-Day Triage Action Plan: A personalized, written PDF summarizing the exact steps you need to take in the correct order, drawn from the NowWhat Planner Collection but customized to your situation.
Document Gap Analysis: We analyze your Intake Form and pinpoint the specific missing documents (e.g., Death Certificate, Will) that are blocking administrative progress.
Verified Resource List: A customized list of official, vetted contact information for common government agencies (Social Security Administration, Veterans Affairs, etc.) and links to official state probate resources.
Preparation Scripts: Receive simple, professional scripts to use when you make difficult calls to HR, pensions, or attorneys, ensuring you get the information you need without emotional exhaustion.
Secure your exclusive 90-Minute Post-Loss Triage Strategy Session. This investment includes the creation of your Custom 7-Day Action Plan, verified resource contacts, and complete administrative document prep (delivered via PDF after your session.
Mandatory Warning: "PLEASE NOTE: You must complete and submit the Pre-Session Intake Form on the preceding page before purchasing this service. Failure to submit the form may delay scheduling."
This high-value service is designed for those in immediate crisis who need a clear, custom roadmap for the chaotic days and weeks following a loss. In a single 90-minute session, we convert the generic administrative tasks into a clear, chronological, and simplified action plan built specifically for your unique situation.
What You Are Purchasing:
90-Minute Custom Strategy Session: A personalized virtual meeting with Crystal, MSN-RN, where we guide you through the process of locating, verifying, and preparing your documents.
Custom 7-Day Triage Action Plan: A personalized, written PDF summarizing the exact steps you need to take in the correct order, drawn from the NowWhat Planner Collection but customized to your situation.
Document Gap Analysis: We analyze your Intake Form and pinpoint the specific missing documents (e.g., Death Certificate, Will) that are blocking administrative progress.
Verified Resource List: A customized list of official, vetted contact information for common government agencies (Social Security Administration, Veterans Affairs, etc.) and links to official state probate resources.
Preparation Scripts: Receive simple, professional scripts to use when you make difficult calls to HR, pensions, or attorneys, ensuring you get the information you need without emotional exhaustion.
Secure your exclusive 90-Minute Post-Loss Triage Strategy Session. This investment includes the creation of your Custom 7-Day Action Plan, verified resource contacts, and complete administrative document prep (delivered via PDF after your session.
Mandatory Warning: "PLEASE NOTE: You must complete and submit the Pre-Session Intake Form on the preceding page before purchasing this service. Failure to submit the form may delay scheduling."