Welcome
Administrative Support for Families Navigating Estate Settlement
From Jean-Marie Milford, Administration Specialist
administrative Support & Resources
HELP! Suddenly I am the Executor of an Estate
HELP! Suddenly I am the Executor of an Estate
HELP! Suddenly I am the Executor of an Estate
Jean-Marie's Story
For many years, I worked in healthcare administration where organization, documentation, coordination, and attention to detail were critical every day. But it was after the loss of my mother that I truly understood how overwhelming the administrative side of death can be for families.
While helping settle her estate, I spent months coordinating with attorneys, accountants, financial institutions, insurance companies, and service providers while trying to manage paperwork, deadlines, notifications, and countless unexpected tasks. Even with my professional background, the process was emotionally and mentally exhausting.
I realized many families are left trying to navigate complicated administrative responsibilities while grieving - often without enough guidance or organizational support.
I created this service to help families stay organized, reduce stress, and feel less alone during the estate settlement process.
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IMPORTANT DISCLAIMER
We are an administrative support guide service offering post-loss administrative support for those who are navigating estate settlement.
We are not estate experts, probate consultants or representatives, or trust advisors. We are not attorneys or accountants, . We offer NO LEGAL, FINANCIAL, or TAX ADVICE.
Company does not offer personal assistant services, family counseling/mediation.
My Expertise
HELP! Suddenly I am the Executor of an Estate
HELP! Suddenly I am the Executor of an Estate
I deliver comprehensive administrative support and estate settlement concierge services. My assistance provides organization, accountability and time savings to you that ensures a smooth and stress-free process during a difficult time.
As a post-loss administrative coordinator, I work with your legal, tax, financial and other professionals helping Executors, Trustees, Surviving Spouses, and Adult Children organize and navigate the after-death process.
I Walk Beside Families to Deliver Estate Administrative Support
I offer a calm, organized, and professional approach to help you with the administrative tasks and actions you must accomplish 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 checklists to assist you.
A Liaison Helping Families With a Step-by-Step Framework
- A personalized task checklist is created and delivered to you after our on-boarding call
- I develop an immediate administrative action roadmap to navigate required deadlines and submissions
- We schedule follow-up calls and emails to ensure you stay on track
- I make available to you a personalized, recommended key contacts worksheet
Specialized Tiered Solutions
Tier 1: Guided Starter Package.
For families with smaller/single estates needing direction
- 60 minute on-boarding call
- Priority task timeline (first 72 hours to the first 90 days)
- Personalized action plan checklist
- Up to 3 hours of phone support
- Weekly email progress check-in support for the first 30 days
Pricing begins at $595.
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Tier 2: Executor/Trustee Support Package
For overwhelmed families needing ongoing accountability
Includes all Tier 1, PLUS
- Ongoing executor / trustee guidance and administrative organizational support during the most overwhelming first 6 months of estate settlement.
- Assistance in organizing and preparing for your attorney meetings, accountant document gathering, asset lists, bill tracking, and property-related tasks
- Identifying administrative requirements beyond Month 6
- Bi-weekly 30 minute update calls
Pricing begins at $1495.
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Tier 3: Concierge Estate Guide
A higher-touch service for larger or more complex estates
Includes All in Tiers 1 and 2, PLUS:
- Executor / trustee administrative guidance for up to 12 months
- Priority response access
- Administrative coordination with attorneys, certified public accountants, auction companies, financial advisors
- Property / project management
- Family communication coordination
- Final closure of the estate plan
Pricing begins at $3,995
