After-Loss Services
After-Loss Services
Estate Administration Partner
Losing a loved one is incredibly hard — and managing the financial responsibilities that come afterward can feel like too much.
You don’t have to do it alone.
At Life Money Management, I offer calm, step-by-step support to help you navigate the financial side of loss. Whether you’re a surviving spouse, adult child, or caregiver, I’m here to guide you through the process with clarity, compassion, and expertise.
What After-Loss Financial Support Includes
Together, we’ll take care of the details — one step at a time.
Services include:
- Reviewing and organizing financial records
- Creating a clear plan for what needs to be handled and when
- Gathering account information, passwords, and documents
- Coordinating with attorneys, advisors, and other professionals as needed
- Setting up a new budget and bill payment plan
- Helping you understand what to keep, cancel, transfer, or close
- Creating a path forward that supports your goals and brings peace of mind
This is practical, personal support — designed to help you move through this time without added stress or confusion.
Who This Is For
- Widows or surviving partners managing money on their own for the first time
- Adult children responsible for handling a parent’s financial estate
- Caregivers who need help navigating accounts, bills, and paperwork
You don’t need to figure everything out before reaching out — I’ll help you take it one step at a time.
Why Clients Appreciate This Work
I didn’t know where to start. Everything felt so overwhelming. Julianne helped me organize what needed to be done and walked me through it, piece by piece. I can finally breathe again.
Clients tell me they feel calmer, more confident, and relieved to have a trusted guide during such a difficult time