Administrative Support for Families Navigating Estate Settlement
Offered by Jean-Marie Milford, Administrative Coordinator
HELP! I am the Executor of an Estate!
Is This YOU?
I Am Here to Help
Perhaps your loved one is still with us, and you want to begin to prepare for the administrative tasks that will come later.
Or maybe your loved one has passed, and you are struggling...how to begin to settle their estate... all while grieving during a difficult time.
Either way, if you have been chosen to administer a loved one's estate, you are probably feeling overwhelmed!.
You need administrative guidance.
Here's my Story
Hello. My name is Jean-Marie Milford and I spent a career in healthcare administration where organization, documentation, coordination, and attention to detail were critical every day.
But it was after the loss of my mother, having been chosen as her estate's executor, I truly understood how overwhelming the administrative side of death can be.
I spent months coordinating and completing administrative tasks with multiple family members, attorneys, accountants, financial institutions, insurance companies, and service providers managing paperwork, deadlines, notifications, and countless unexpected deliverables. Even with my professional background, the process was emotionally and mentally exhausting. But through diligence and strong administrative organization, I brought to a conclusion the successful settlement of my mom's estate.
I realize many families are left trying to navigate administrative responsibilities and complicated family dynamics while grieving - often without enough any guidance or organizational support.
I created this service to help families stay organized, reduce stress, and feel less alone during the estate settlement process.
I bring calm to chaos.
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I Am Here to Help
I Am Here to Help
I assist families, executors, and trustees stay organized by working side-by-side to identify and meet estate administrative needs.
I deliver comprehensive administrative support and estate settlement concierge services. My assistance provides organization, coordination, accountability, and time savings to you ensuring a smoother and more stress-free process.
I work with you to prepare in both advance of a loved one's passing and later to provide guidance after the loss, navigating the administrative coordination of settling an estate.
I Walk Beside Families to Deliver Estate Administrative Support and Coordination
I offer a calm, organized, and professional approach to help you with the administrative tasks and actions you must accomplish either prior to a passing or within the first 24 hours after your loved one has passed. Then I continue to support you in the first week, the first month, and beyond by creating a personalized, concrete action plan and to-do checklists that will assist you.
A Liaison Helping Families With a Step-by-Step Framework, Including
- A personalized task checklist is created and delivered to you after our on-boarding call
- An immediate administrative action roadmap to navigate required deadlines and submissions
- Scheduled follow-up calls and emails to ensure you stay on track
- A personalized, recommended key contacts worksheet
And much, much more!
Talk to Jean-Marie
Talk to Jean-Marie
Let's talk about your estate administrative coordination needs