How it works
One workspace. One concierge. The full arc of the work.
From the first call through long-term estate coordination, you have one place to go and one person who knows your case.
- 01
Tell us what's happening
A short intake — phone, web, or referred by your hospice or attorney. We listen first, then propose the right level of support.
- 02
Meet your concierge
Within hours, a senior concierge is assigned to your case. They lead introductions, set expectations, and confirm the plan with your family.
- 03
Your workspace is opened
A secure family workspace is created with your loved one's profile, a tailored checklist, a shared calendar, a document vault, and message threads.
- 04
We coordinate the people and the paperwork
Funeral home, attorney, insurance, banks, government agencies, employer. Your concierge runs the schedule, your family approves the decisions.
- 05
We stay through the long tail
Probate, beneficiary claims, account closures, and the small things that surface for months. Everything stays organized in one place.
What's inside the workspace
Everything a family needs in one calm place.
Loved one's profile
Vital details, wishes, and contacts — captured once, available to everyone who needs them.
Tailored checklist
Tasks generated from your situation, prioritized by deadline, and assigned to the right person.
Shared calendar
Services, deadlines, and family meetings visible to everyone — and to your concierge.
Secure document vault
Certificates, policies, deeds, and IDs encrypted at rest with versioned history.
Family messaging
Conversations stay attached to tasks and documents — nothing gets lost in group chats.
Financial coordination
Estimates, payments, and reimbursements tracked alongside the decisions that drove them.
Ready to begin?
Book a free 20-minute consultation with a concierge.