My Services

Add-On Services

Customize your support with optional upgrades and materials.

Priority Processing

Need things handled faster? Choose a flat-fee expedited timeline:

  • Document Organization (2–3 categories): $90 → 3–4 business days

  • Document Organization (4–5 categories): $120 → 4–5 business days

  • Account Closure (1–10 accounts): $120 → 7–10 business days

  • Account Closure (11–20 accounts): $180 → 10–12 business days

  • Combined Services: $250 flat → 15 business days

  • Comprehensive Cases (6+ categories or 21+ accounts): Custom quote

Turnaround times depend on provider responsiveness and timely document submission.

Legacy Essentials Organizer Materials

Available for full-service document clients.

  • Binder with tabs + labels: $25

  • Compact file box with folders: $35–$50

  • USB copy of your digital file: $15

Google Drive Folder Setup

Want a digital system? I’ll create a custom Google Drive folder with a PDF index.

  • Flat fee: $50

Shredding Services

Secure disposal of non-essential paperwork is included free for document organizing clients (with authorization).

Compassionate Service Support

Billed at $60/hour — Includes all communication, documentation, and follow-up.

Account Closure Services

I help you close or cancel everyday personal accounts after a loss so you’re not left managing the details alone.
Common account types:

  • Utilities, memberships, subscriptions, phone, internet

  • I handle calls, paperwork, and provider follow-ups for you

Document Organization Services

Whether digital or physical, I help you organize important records so everything’s easy to find when you need it.
Includes:

  • Organizing copies or originals

  • Optional digital file setup or shredding assistance

Getting Started with Support Service

  1. Complete Your Intake – Choose services and share account or document needs

  2. Submit Your Documents – Send physical or scanned copies (I’ll guide you if unsure)

  3. Receive a Plan – I’ll outline your next steps based on what you need

  4. Services Begin – I’ll handle tasks and keep you updated

  5. Wrap-Up & Next Steps – You’ll get a summary and any helpful recommendations

Settled Affairs: Legacy Essentials Starter Kit — $100 flat (plus tax & shipping)

Prefer to organize on your own? This ready-to-use kit helps you get started with confidence.
Includes:

  • Pre-labeled file box with 12 core life categories

  • 36 blank folders + customizable label set

  • Step-by-step Printed Organizing Guide

  • USPS Priority Mail shipping included

  • Optional 1-hour guidance call: $60

How to Get Started with the Starter Kit:

  1. Place Your Order – Through the website or by contacting me directly

  2. Receive Your Kit – Shipped to your door, ready to use

  3. Get Support (If needed) – Optional guidance available anytime

Support with the Details—So You Can Focus on What Matters Most

Settled Affairs provides compassionate, personalized support with the everyday tasks that arise during times of loss or preparation. I help families close or cancel personal accounts—like utilities, subscriptions, and memberships—and organize important documents so nothing essential gets overlooked.

For those who prefer to work independently, I also offer a thoughtfully prepared DIY File Box, complete with labeled sections and guidance, to help you organize at your own pace—with the option to reach out for extra support if needed.

My goal is simple: to ease the burden of time-consuming, emotionally draining tasks by offering clarity, structure, and peace of mind.

Please note I do not offer legal, estate planning, or financial advising. My focus is solely on the practical, administrative work that often falls to grieving family members.

How Billing Works

  • A custom plan will be created based on your selected services

  • Hourly billing includes coordination, documentation, and follow-up

  • Invoices are issued upon completion

Schedule a Free Consultation

Feeling unsure where to start? Let’s talk.
Schedule a free, no-pressure call to explore what kind of support might be most helpful for you right now.

Start with the Introduction Packet

Not ready to chat yet? That’s okay.
You can start by reviewing the Introduction Packet—it walks you through what I offer, how it works, and what to expect next.