Discover the affordability of Aftercare By Smith, a cost-effective alternative to paying hourly fees for an attorney. When engaging an attorney, you often end up managing most non-legal tasks independently. Opting for an appointment with our estate specialist offers a guided pathway through essential tasks, ensuring comprehensive assistance. From navigating government benefits to notifying credit card companies, the valuable support you receive is well justified.

Dealing with legal matters after the loss of a loved one usually demands an attorney's expertise, but what about all those other non-legal issues left unattended? That's where our Aftercare appointments come in. We've got a streamlined process that uses a thorough checklist to pinpoint relevant tasks and walk you through the necessary next steps, making it easier to navigate during a challenging time.

Our estate specialist goes beyond probate to handle various tasks, such as reaching out to government agencies (SS, OPM, VA, etc.) for benefits, initiating pension communications, filing life insurance claims, reclaiming unused health insurance premiums, facilitating vehicle title transfers, canceling credit cards and memberships, stopping junk mail, setting up fraud protection, and more. Unlike traditional approaches, these non-legal tasks are typically not managed by your attorney.

 Our Aftercare appointment gets you ready to work with an attorney by walking you through essential tasks related to the estate. This proactive approach can potentially save you both time and money on attorney fees.

No, our estate specialists are available to provide advice on avoiding common financial pitfalls and preventing tax triggers. For filing taxes, we recommend consulting a tax expert.

Initially, our estate specialists used to visit families' homes for estate closing assistance, causing stress due to house preparations. Now, we conduct appointments over the phone or occasionally via Zoom, a preference expressed by families. This approach helps keep costs down as our employees work remotely. In cases requiring in-person assistance, we collaborate with local experts.

The estate of your loved one encompasses all their possessions, including assets, debts, accounts, government benefits, subscriptions, and insurance policies. A comprehensive list will be provided on the call.

No, the Aftercare appointment takes place entirely over the phone. This allows the estate specialist to utilize conference calling for notifications to entities such as Social Security, Veterans Affairs, retirements, and more.

Search for a will, insurance policies, property deeds, bank statements, and other financial documents to gain insights into the deceased's assets and wishes. During your scheduled aftercare appointment, the estate specialist will guide you through the items you've discovered and advise on anything else you may need to find.

The timeline depends on estate complexity, legal requirements, and other factors. Patience and thoroughness are recommended for a smooth resolution.

While we are not attorneys, your Estate Specialist can handle many tasks independently. However, there might be instances where your participation is required, such as in conference calls with entities like Social Security. Certain responsibilities, like closing a bank account and signing documents, may fall on the next of kin. Your Estate Specialist will promptly provide necessary forms, ensuring you feel prepared and confident in your next steps.