Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
Legacy Administrative Support — Self-Guided
$120 | 14 days of guided support
For families who want to handle the paperwork after a death themselves, with a clear plan and someone to turn to when they have questions.
What’s included
Personalized checklist: the administrative tasks that apply to your loved one, in the order to tackle them
Account closure directions: step-by-step instructions for up to 10 organizations, including who to contact, what to say, which documents they usually ask for and how to submit them
Death certificate guidance: where to order certified copies, which version you may need and roughly how many to order
Ready-to-use templates: a notification letter, cancellation letter, cover letter and phone script
Form assistance: help understanding and completing up to 3 administrative forms
Questions answered: by email within 2 business days, plus phone help during normal business hours
Administrative tracker: a simple place to log calls, reference numbers and status
Good to know
You make the calls and send the paperwork, and we guide you through it. Nesting Path does not contact organizations on your behalf, and we don’t provide legal, tax, financial or probate advice.
Need more help? Upgrade to full Legacy Administrative Support within your 14 days, and your $120 counts toward it.
Legacy Administrative Support — Self-Guided
$120 | 14 days of guided support
For families who want to handle the paperwork after a death themselves, with a clear plan and someone to turn to when they have questions.
What’s included
Personalized checklist: the administrative tasks that apply to your loved one, in the order to tackle them
Account closure directions: step-by-step instructions for up to 10 organizations, including who to contact, what to say, which documents they usually ask for and how to submit them
Death certificate guidance: where to order certified copies, which version you may need and roughly how many to order
Ready-to-use templates: a notification letter, cancellation letter, cover letter and phone script
Form assistance: help understanding and completing up to 3 administrative forms
Questions answered: by email within 2 business days, plus phone help during normal business hours
Administrative tracker: a simple place to log calls, reference numbers and status
Good to know
You make the calls and send the paperwork, and we guide you through it. Nesting Path does not contact organizations on your behalf, and we don’t provide legal, tax, financial or probate advice.
Need more help? Upgrade to full Legacy Administrative Support within your 14 days, and your $120 counts toward it.