Settled Affairs provides compassionate, personalized administrative support to help close, cancel, or transfer personal and household accounts after the loss of a loved one. I also offer document organization services to help sort and prepare important paperwork—either after a loss or as part of pre-loss planning. For those who prefer to organize independently, I offer the Legacy Essentials Starter Kit, a ready-to-use system with expert guidance available if needed.

No. Settled Affairs does not provide legal advice, estate planning, or financial management. Services are limited to administrative support and document organization.

My standard hourly rate is $60/hour for account closure and document organization services.

Optional add-ons for services include priority processing, digital folder setup, document return postage, shredding, and organization materials.

The Legacy Essentials Starter Kit is available for $100 + sales tax, includes U.S. shipping.

If you’re interested in full-service support, the first step is to view the introduction packet, then if you are interested in services request the Intake Forms under the “Compassionate Support Services” tab. These forms let you choose your services, give consent, and share the accounts or documents you’d like help with. Once I receive your completed form, I’ll follow up with next steps.

If you would like to organize your key documents independently, you can order the Legacy Essentials Starter Kit above to get started on your own, with optional guidance available if needed.

Timelines vary based on your needs. Most account closures take 3–6 weeks, and document organization can take 2–6 weeks, depending on the number of categories. Expedited options are available.

Settled Affairs is a remote service available to clients throughout the U.S. All account closures, document organization, and communications are handled virtually or by mail. If you’re local to San Diego, I may be able to arrange in-person options on a case-by-case basis.

Yes. All files are stored securely using the encrypted platforms Dropbox and Google Drive. Only Emily Walsall handles your documents.

Yes. I help individuals organize documents ahead of time to reduce stress for their loved ones later on.

Yes, with the proper documentation. I can work with anyone who is legally authorized to manage a loved one’s affairs.

No. You can submit in stages — as you're ready or as new paperwork arrives. I'll organize and keep track of what I receive. We can arrange a service timeframe that works for you.

Support services provide personalized, hands-on support where I handle account closures, paperwork, and document organization on your behalf.

The Legacy Essentials Starter Kit is a DIY product you can use to organize your documents on your own, with optional guidance available if needed.

Support services take the work off your plate; the kit is designed for self-paced organization.